CRM - Sending Opportunity Custom Field Information via WhatsApp

With SprintHub, it is possible to send your Lead personalized messages based on fields with specific data (a link, product name, etc.).

To create the automation, follow the steps below:

First, you will need to create your Custom Fields, see how in this article:

CRM - Custom Fields in the Funnel Opportunity

1. Create the Automation:

• Access your CRM: Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

2. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure a Trigger: Choose "A field of the opportunity is updated."

• Set the Condition: Choose according to your preference (if you want to add a filter for the action to be executed).

• Choose the Action: Send WhatsApp to the lead

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

Tokens were used, which can be inserted using the button indicated in the image.

{contactfield=firstname} = (Lead) First Name {op=Link1} = (Opportunity) Link 1

3. Run the Automation:

• Start the Automation: Press “play” to begin execution.

By following these steps, you will ensure that your Leads receive the desired information.

Done! Your automation is configured and running.