How to connect RD Station + WATI
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- New Lead ConversionTriggers when a new lead is created.Trigger
- New OpportunityTriggers when a Lead is marked as opportunity.Trigger
- Conversion EventIt registers a new conversion event for a contact.Action
- Lost DealMarks a deal as lost.Action
- Won DealMarks a deal as won.Action
- New Contact CreatedWhen a new contact is created from an incoming whatsapp messageTrigger
- New Incoming MessageWhen there is any incoming message on your numberTrigger
- Add a ContactAdd a new contact on WATIAction
Send a WhatsApp Message to an open session
Send an approved template WhatsApp message
Update an existing Contact with attributes on WATI
- Step 1: Authenticate RD Station and WATI.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.