Latest Updates To Pinnacle Ai CRM

blog image

WhatsApp Triggers & Actions & Custom Variable Support

January 31, 20242 min read

Experience a game-changing upgrade in your CRM system with our latest feature—WhatsApp Integration, Template Creation, and Workflow Triggers. Elevate your small business communication by effortlessly crafting personalized messages, automating responses, and staying in control with custom variables. Revolutionize your outreach and engagement today!

WhatsApp Triggers & Actions & Custom Variable Support: Elevate your CRM experience with our latest release featuring WhatsApp integration, template creation, and workflow triggers. Now you can streamline your communication and automate actions within the CRM system effortlessly.

⭐️ Why Does It Matter To Your Business?

  • Efficient Template Creation: Craft personalized messages using custom variables, enhancing your outreach and engagement on WhatsApp.

  • Automated Workflow Triggers: Seamlessly trigger actions based on customer replies in WhatsApp, allowing you to stay connected and responsive without manual intervention.

  • Enhanced Communication Control: Leverage custom variables not only in templates but also within workflow actions, providing a tailored and dynamic communication approach.

⭐️ How To Use WhatsApp Triggers & Actions & Custom Variable Support: To start using this feature, follow these straightforward steps:

  1. Template Creation with Custom Variables: Navigate to Settings.

  • Locate the whatsapp tab in the left sidebar menu and purchase the subscription to use this feature.

  • Create a new template by incorporating custom variables such as location, owner name, coupon, appointment start date, etc.

  • Go to the conversation tab.

  • Access these custom variable templates in the workflow actions and also in conversations page.

  1. Workflow WhatsApp Trigger Actions: Access the workflow builder by accessing the automation tab in the left sidebar and then click “ +Create Workflow” or edit an existing one.

  • In the Workflow Builder, choose the trigger "Customer Replied" and filter by WhatsApp.

  • Utilize the new action "Send WhatsApp Message" to respond dynamically to customer replies.

  • After selecting the template we can see the custom variables in the workflows action.

    Benefit from the flexibility of using custom variables in your messages for a personalized touch. Connect multiple actions to create a coherent workflow, enhancing customer interaction.

Upgrade your CRM experience today and revolutionize your small business communication with our latest WhatsApp integration. Streamline your processes, engage customers effectively, and stay ahead in the competitive landscape.

whatsappcustom support
blog author image

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.