Connect followup-crm and WhatsApp to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for followup-crm
Choose an Action
Automatically do this!
Send WhatsApp Message
Enable Integrations or automations with these events of followup-crm and WhatsApp
Enable Integrations or automations with these events of followup-crm and WhatsApp
Actions
Send WhatsApp Message
Sends a new template message to a specified contact on WhatsApp.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your followup-crm and WhatsApp accounts to viaSocket. Once connected, you can set up a workflow where an event in followup-crm triggers actions in WhatsApp (or vice versa).
Absolutely. You can customize how followup-crm data is recorded in WhatsApp. This includes choosing which data fields go into which fields of WhatsApp, setting up custom formats, and filtering out unwanted information.
The data sync between followup-crm and WhatsApp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between followup-crm and WhatsApp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Learn MoreAbout WhatsApp
WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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