Close + Superchat

Send whatsapp templates in Superchat for new leads in smart view on Close

Streamline your communication process with this efficient workflow. Whenever there's a new lead in Smart View in the Close app, a WhatsApp message template is instantly sent via Superchat. This automation assists in ensuring no potential client is missed and the engagement stays responsive and professional. Benefit from instant messaging to save time and boost your lead management.

Streamline your communication process with this efficient workflow. Whenever there's a new lead in Smart View in the Close app, a WhatsApp message template is instantly sent via Superchat. This automation assists in ensuring no potential client is missed and the engagement stays responsive and professional. Benefit from instant messaging to save time and boost your lead management.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerPolling
  2. automatically do this!
    SuperchatSuperchat
    Send WhatsApp Template

    Sends a whatsapp template.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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superchat logo
superchat logo

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn more

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  • CRM (Customer Relationship Management)

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