Action: Post to Messenger

If you want to communicate with your clients through instant messengers, you can also automate lead processing and communication workflows for such needs.

In the CRM module, an automation rule is available that allows the system to automatically send messages on behalf of the company through connected communication channels.

To use this automation, you will also need:

• The Communications module installed on your portal;
• A configured integration with the corresponding messenger — e.g., WhatsApp.

For more information on how to set up the WhatsApp integration, click here.

Set an Automation Rule

On the Automation screen of the desired Pipeline, select the necessary stage and add an automation rule of the "Post to messenger" type.

In the creation form that opens, specify the name, as well as the execution time and conditions.

Next, fill in the fields related to the intended message:

1. Select the communication channel — from those available in the Communications module. After selecting the channel, specify one of the added bots.
2. Specify the message recipient — you can choose:
   • Opportunity participants within the system;
   • CRM account contacts;
   • Specific numbers directly — for example, those belonging to your own bots.
3. Write the message text to be sent. If necessary, you can add variables from the corresponding menu.

Important: For correct delivery, numbers must be in the E.164 format: +[Country Code][Subscriber Number].

Then, save the automation rule.

When an Opportunity appears at the selected Pipeline stage, the specified message will be sent to the assigned recipients.

This allows you to send both reminders for your managers and welcome messages for your clients.

Important to Know

1. If there was no previous chat with the recipient, the system will create a new chat; if a chat already exists, the automation will send the message to the existing chat.
2. If the recipient's card contains multiple phone numbers:
   • In the absence of existing chats, the message will be sent to the mobile number.
   • If a chat already exists, the message will be sent directly to that chat.
3. If several recipients have the same phone number, the message within one automation rule will be sent only once.
4. If the message is intended for a system user, it will be sent to their mobile number. If not available, it will be sent to the work number.