Integrations WhatsApp Clearpoint Strategy
WhatsApp + Clearpoint Strategy

Connect WhatsApp and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

WhatsApp

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

Enable Integrations or automations with these events of WhatsApp and Clearpoint Strategy

Enable Integrations or automations with these events of WhatsApp and Clearpoint Strategy

Actions

Send WhatsApp Message

Send WhatsApp Message

Sends a new template message to a specified contact on WhatsApp.

Request a new Action for WhatsApp

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Frequently Asked Questions

How do I start an integration between WhatsApp and Clearpoint Strategy?

To start, connect both your WhatsApp and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp triggers actions in Clearpoint Strategy (or vice versa).

Can we customize how data from WhatsApp is recorded in Clearpoint Strategy?

Absolutely. You can customize how WhatsApp data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between WhatsApp and Clearpoint Strategy?

The data sync between WhatsApp and Clearpoint Strategy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WhatsApp to Clearpoint Strategy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WhatsApp and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between WhatsApp and Clearpoint Strategy. 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.

WhatsApp

About 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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Clearpoint Strategy

About Clearpoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

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