Latest Updates To Pinnacle Ai CRM

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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.

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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.

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