Connect WhatsApp and Eway CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for WhatsApp
Choose an Action
Automatically do this!
- Request a new Action for Eway CRM
Enable Integrations or automations with these events of WhatsApp and Eway CRM
Enable Integrations or automations with these events of WhatsApp and Eway CRM
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 Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your WhatsApp and Eway CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp triggers actions in Eway CRM (or vice versa).
Absolutely. You can customize how WhatsApp data is recorded in Eway CRM. This includes choosing which data fields go into which fields of Eway CRM, setting up custom formats, and filtering out unwanted information.
The data sync between WhatsApp and Eway CRM 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 WhatsApp and Eway CRM. 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 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.
Learn MoreAbout Eway CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.
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