InsertChat + WhatsApp Business integrations
Create InsertChat leads from newly received WhatsApp Business messages
Don't lose customer questions and useful content from new WhatsApp Business messages. This template brings the new business message into InsertChat so the assistant can capture the context as lead data to inform future conversations.
- When this happens...New Message ReceivedTriggers when a customer sends a message to your WhatsApp Business phone number. Note: the test step shows a static placeholder record because WhatsApp's API does not expose message history. Real messages will only appear in Zap runs after the Zap is turned on and a customer sends a new message.
- automatically do this!Create LeadCreates an InsertChat lead.
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More things you can do with WhatsApp Business and InsertChat
Discover other triggers and actions you can use with WhatsApp Business and InsertChat
- Status types
- Recipient phone number
Try ItTriggerInstant- Session_window_info
- Recipient phone numberRequired
- Message textRequired
- Preview URL
- Reply to message ID
ActionWrite- Recipient phone numberRequired
- TemplateRequired
ActionWrite- Agent
Try ItTriggerPolling
- Message types
- From phone number
- Only replies
Try ItTriggerInstant- Session_window_info
- Recipient phone numberRequired
- Media typeRequired
- FileRequired
- Reply to message ID
ActionWrite- Media IDRequired
ActionSearch- Agent
Try ItTriggerPolling
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