Add WhatsApp link to new lead contact records
Add WhatsApp link to new lead contact records
New leads arrive without a WhatsApp link, so agents must hunt for numbers and delay outreach. Add a short WhatsApp URL to each contact so agents can message leads immediately.
Overview
When new leads enter the CRM without a ready WhatsApp link, agents waste time finding numbers and miss timely outreach. This flow ensures each new contact receives a shortened WhatsApp URL stored on their record, so agents can message prospects the same day and shorten response cycles.