CRM - Sending Advance Notices for Events

It is possible to send messages to leads days before the date of an event. For example: you want to send a WhatsApp via automation, 5 days before the due date.

The first step is to configure a custom field named Due Date; to do this go to the system settings. To do so, go to System Settings and choose Lead Custom Fields:

Click +New and add the name and the field type. In our example, it is a Date and Time field. Click Save and Close.

Access the CRM

Choose the funnel, click the automation icon, and then click + to create a new automation.

NOTE: In this example, we are creating a stage automation, meaning the automation will only run when opportunities enter this stage and meet the configured trigger and condition.

In the automation editor add:

• The automation title

• Trigger: The time of day is >> Specify a time

• Condition: The value of the lead field >> Due Date (the custom field created earlier) >> Will be in less than >> (number of days)

• Action: Send WhatsApp to the lead >> Write the message that will be sent

• Specify the opportunity statuses and save the automation

Check below: