Zoho CRM integration with Intractly (Text)
How to Send WhatsApp messages via Intractly for new leads in Zoho CRM
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send WhatsApp messages via Intractly for new leads in Zoho CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Intractly (Text) integrations
Intractly (Text) actions
Nekton can use any feature that is available in Intractly (Text) API.
Using our advanced AI, you can easily create custom automations for Intractly (Text).
Here are some typical actions you can do in your automated workflows.
Send WhatsApp Message
Send WhatsApp Messages on a particular event. Example: New lead from Facebook.
About Intractly (Text)
Intractly provides a service to send instant messages to users on WhatsApp.