WhatsApp Notifications + Workiz
Send messages via WhatsApp Notifications for new leads in Workiz
Increase efficiency in your sales process by leveraging this workflow. When a new lead arrives in Workiz, a message is instantly sent via the WhatsApp Notifications app. This automation facilitates immediate contact with potential clients, enhancing your business's response time and potential conversion rates.
Increase efficiency in your sales process by leveraging this workflow. When a new lead arrives in Workiz, a message is instantly sent via the WhatsApp Notifications app. This automation facilitates immediate contact with potential clients, enhancing your business's response time and potential conversion rates.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Message
Sends a message to a WhatsApp user.
- Free forever for core features
- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
TemplateRequired