How To set up WhatsApp notification when a lead that is automatically added is assigned to you

WhatsApp Notifications for Lead Assignments:

Get instant WhatsApp notifications when leads are assigned. Streamline team communication with real-time updates, ensuring no lead goes unnoticed and boosting response efficiency.

How It Works:

Whenever a new lead or customer data is added and assigned to a user in HelloLeads CRM, the user to whom the lead is assigned will get notified with a WhatsApp message, with all the information they need to take the next step.

How to do:

Step 1:

Configure your WATI Secret Key and Client ID in the CRM. Create and manage HelloLeads templates in the "Hello-WhatsApp" section within HelloLeads CRM.

Step 2:

Click on the 'Lead assignment notification feature in the WATI integration within HelloLeads CRM.

Wati-Leadassign

Step 3:

Enable the checkbox, select your preferred birthday template, and click Save. WhatsApp notification for lead assignment has been set successfully.

Wati-Leadassign

Now, the WhatsApp notification for a Lead Assignment Notification has been set successfully.

Step 4:

Assign a lead or customer to your sales team member, under Follow-up section.

Wati-Leadassign

You will now receive a WhatsApp notification for every lead's assigned to you. Receive instant notifications when leads are assigned!