Connect WhatsApp Business Cloud and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Notification
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Ready to use WhatsApp Business Cloud and Solve CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Notification
Triggers when a new message is received.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
WhatsApp Human Intervention
WhatsApp human inteterface.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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Frequently Asked Questions
To start, connect both your WhatsApp Business Cloud and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between WhatsApp Business Cloud and Solve 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 Business Cloud and Solve 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 Business Cloud
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, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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