Connect EspoCRM and WhatsApp Notifications to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate EspoCRM with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from EspoCRM.
Add your action
An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects EspoCRM and WhatsApp Notifications, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new Lead is created.
Try ItTriggerInstant - First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
ActionWrite- API KeyRequired
- First NameRequired
- Last NameRequired
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
ActionWrite- Text FilterRequired
- Primary Filter
ActionSearch
- Updated Lead Status
Triggers when a Lead Status is updated.
Try ItTriggerInstant - IDRequired
ActionWrite- IDRequired
- Status
- Assigned User ID
ActionWrite- Text FilterRequired
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
ActionSearch or write
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Connect EspoCRM and WhatsApp Notifications to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate WhatsApp Notifications on the Zapier blog
Frequently Asked Questions about EspoCRM + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with EspoCRM and WhatsApp Notifications
What is required to set up EspoCRM with WhatsApp Notifications?
To integrate EspoCRM with WhatsApp Notifications, you'll need access to both your EspoCRM account and a WhatsApp API provider, such as Twilio. You'll also require an intermediate platform that can handle triggers in EspoCRM and actions such as sending messages through WhatsApp.
Which events in EspoCRM can trigger a WhatsApp notification?
In EspoCRM, you can set up triggers for various events such as creation of a new contact, update of an existing lead status, or when a task is completed. These triggers can initiate actions like sending notifications via WhatsApp.
How do we send automated messages from EspoCRM to WhatsApp based on custom criteria?
Automated messages can be configured by defining specific triggers within your business processes in EspoCRM. Once these defined criteria are met, the system will automatically send messages via the connected WhatsApp channel.
Can I personalize my messages sent through the integration?
Yes, message templates can be personalized using variables drawn from your CRM data such as the recipient's name, appointment dates, or specific product information directly in the message to tailor communication.
Are there any limitations on the types of notifications that can be sent from EspoCRM via WhatsApp?
The types of notifications you can send may depend on your chosen API provider. Most platforms support text-based messaging, but file attachments or media might have restrictions depending on your provider's terms.
How do I ensure compliance when sending notifications through this integration?
Compliance is achieved by adhering to the messaging guidelines set by WhatsApp and your API service provider. This often includes obtaining user consent for communications and providing opt-out options within your message content.
What should I do if my notifications from EspoCRM fail to deliver on WhatsApp?
If delivery fails, first check network connectivity and ensure both platforms are properly authenticated. Verify that your account with the messaging service has sufficient balance or credits, and inspect any error logs for detailed information.
