Lead Fuel CRM

WhatsApp Automation

WHATSAPP MESSAGING WhatsApp Automation Lead Fuel CRM allows you to automate WhatsApp messaging through workflows.

You can trigger WhatsApp messages based on events like form submissions, appointment bookings, pipeline changes, and more.

TRIGGERING WHATSAPP MESSAGES FROM WORKFLOWS Step 1: Navigate to Automation > Workflows and create a new workflow or edit an existing one.

Step 2: Set up your trigger event (e.g., form submitted, appointment booked, opportunity stage changed).

Step 3: Add a "Send WhatsApp Message" action step to your workflow.

Step 4: Select an approved WhatsApp message template for the action.

Step 5: Map the template variables to contact fields or custom values.

Step 6: Save and activate the workflow.

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