Automatic Whatsapp message: how to use PowerZAP + Bitrix24

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Those who use WhatsApp as a sales channel are not always able to take full advantage of everything the platform has to offer. Many people don't know, for example, that it is possible to send automatic messages on WhatsApp , or that it can be connected to CRM software , which speeds up and makes it easier for the customer service team to centralize conversations and generate important data that shows the results of all the effort made by the team.

With this in mind, we created this article to show you how to automate your company's customer service using WhatsApp connected to Bitrix24 .

Using WhatsApp commercially
In general, using WhatsApp in the sales team is extremely advantageous. Whether it’s because of the speed of contact with leads, or the response rate, which is much higher than when contact is made by email, for example. Despite being one of the most widely used messaging tools, many still don’t take advantage of everything it has to offer.

For example: when we talk about sales, if WhatsApp is not connected to a CRM , and is only used individually by salespeople, messages can get lost, and with that, the chance of closing a deal, which can be fully personalized and with all the care that excellent service deserves, may end up not being finalized.

Imagine your salesperson taking a vacation! Where will the history of contact with the lead be stored? Also, do you know what your team's metrics are? Or even how many simultaneous contacts your salespeople can speak to? That's why it's important to use the platform strategically, also thinking about how to automate processes.

Automating messages with WhatsApp
To send automatic messages on WhatsApp , there are some important steps that must be taken in your business:

Process mapping : it is necessary to map all customer service procedures and rules so that no information is lost during the automation process. After all, the main purpose of automation is to speed up results and help salespeople centralize their main tasks, making day-to-day operations easier.
Choosing the tool: When integrated with a CRM, WhatsApp offers a better experience, both for sellers and for the business as a whole.
ROI calculation: when choosing a tool for WhatsApp integration, look for one that provides you with data, such as the possibility of calculating the ROI of this channel.
Here at Br24, our customer service team uses WhatsApp integrated with Bitrix24.CRM , through our PowerZAP WhatsApp API application .

Whether it's a personal or business account, both can be connected to the CRM platform. And Bitrix24 is responsible for being the key part of the service flow, alongside emails, calls, SMS and other communication namibia telemarketing data channels, all centralized in a single tool. Discover the advantages of integrating the WhatsApp API with Bitrix24 :

Increase the response rate of prospects;
Schedule meetings quickly;
Increase conversion and win more customers;
Increase the engagement of your sales team and prospects throughout the follow-up
Generate metrics to monitor the team;
Build a cadence flow to further automate your service process.
How to set up automatic messages for WhatsApp: step by step
Woman in an office setting up automatic WhatsApp messages on her cell phone.

Automatic messages on WhatsApp are a great help for companies that have a very intense flow of conversations. They give greater credibility to the business, in addition to promoting greater customer satisfaction.

If you need to set up or activate automatic messages on WhatsApp, but don't know how, discover the step-by-step guide now!

Click on the “Menu” button (three dots in the upper right corner);
Press “Business Tools” (or “Settings” and then “Company Settings”);
Choose and tap the message you want: away message or greeting message;
Enable message sending;
If you want to change the default message, click on the pencil icon;
After typing the desired text, press “OK”;
Press “Send always”, choose when the message should be sent and tap the desired option;
Click “Save”.
Cadence flow in Bitrix24.CRM
By following automation rules , the cadence flow allows you to have the same treatment for all leads, organizing when the salesperson should contact each of them.

Once some rules have been defined, the lead can automatically advance through the flow if the salesperson is unable to establish contact, for example. Among the main advantages of using the cadence flow, increasing the chances of conversion into sales is certainly the biggest one. Now, how does the cadence flow work in Bitrix24.CRM?

Many companies use cadence flow in their operations. You may even be thinking, “Oh, but I already use it in my strategies. You’re talking about what I experience on a daily basis. Maybe it’s just stating the obvious.”

But are you really taking advantage of the full potential of this strategy? Think about it: by adding WhatsApp to your workflow automation, your results will certainly be even better! And that's why we've brought here a practical example of what the cadence workflow looks like in Bitrix24.CRM with WhatsApp :

Examples of automation configuration in Bitrix24.CRM. Our team also made a special video on the topic, with a step-by-step guide on how to send automatic messages on WhatsApp:

Tips on how to automate WhatsApp for free
Female hands holding a cell phone and accessing automatic messages to client.

Unfortunately, automating WhatsApp through WhatsApp Business requires a certain financial investment. So, for those who cannot afford this cost, at first, they end up not having the benefits of this version of the platform.

To solve this problem, there is another way to automate WhatsApp for free. WhatsAuto is a free application that sends automatic messages to contacts on WhatsApp and other communication applications. However, it is worth remembering that it is only available for Android devices.