Send a message to a WhatsApp or Telegram group

Send a message to a WhatsApp or Telegram group

The automation rule was created to automatically send plain text messages or messages with attached CRM documents to the group.

An example of sending a message to a group

Suppose you want to send a message to the desired WhatsApp group after going to a certain stage.

For this:

  1. Add the  Send message to group for the transaction, for example, in the Prepayment stage. Use the standard procedure for setting up ChatApp automation rules.
  2. Fill in the parameters as shown in the figure in the table below and save the automation.
  3. To receive a notification after the message is sent, the person responsible for the deal should be configured with another automation rule. This will help you know if an error occurred while submitting.

Copy ID group from ChatApp WEB

copy ID group

The parameters of the automation rule

Group IDCopy the group ID from ChatApp WEB
Insert Group ID to Automation rules

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