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Agile CRM + Wati

Send welcome message in Wati when new contacts are created in Agile CRM

When new contacts are created in Agile CRM, we can use this template to send welcome messages in WhatsApp via Wati. Messages are triggered instantly through this integration. Clients can define the name of the template submitted on Wati and the parameters that they want to send on the template message.

When new contacts are created in Agile CRM, we can use this template to send welcome messages in WhatsApp via Wati. Messages are triggered instantly through this integration. Clients can define the name of the template submitted on Wati and the parameters that they want to send on the template message.

  1. When this happens...
    Agile CRMAgile CRM
    New Contact

    Triggers when a new contact is add in AgileCRM.

    TriggerScheduled
  2. automatically do this!
    WatiWati
    Send Template Message

    Send an approved template WhatsApp message

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
    • Ticket FilterRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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