4 Amazing CRM Workflow Automations Available in TeleCRM

February 14, 2023

3 mins read

Table of Contents

Using a CRM has multiple advantages! The biggest one of which is the ability to automate repetitive dumb work so that you and your team can focus on the more important aspects of business growth.

So, how can you simplify your workflow with CRM automation?

Here are four amazing CRM workflow automation that is available and ready to use In TeleCRM 👉🏽

1. Send Welcome Message to Every Lead on WhatsApp

Benefits of this CRM workflow automation:

  1. Auto-engage new leads with WhatsApp messages
  2. Get instant replies with buttons

How to implement automatic WhatsApp welcome msg for new leads:

  1. Go to TeleCRM Workflows > Create new.
  2. Select ‘Lead Creation‘ Event.
  3. In the trigger section select ‘Notify Lead‘ and select ‘WhatsApp Cloud API
  4. Select your Cloud API number and template
  5. Click save and activate the workflow.

2. Auto-assign leads to users based on lead source/field:

Benefits of this automation:

  1. Accurate assignment/distribution of leads based on condition.
  2. No manual work is needed.

How to implement Auto-assign leads to users based on lead source/field

  1. Go to TeleCRM Workflows > Create new.
  2. Select ‘Lead Creation‘ Event.
  3. In the trigger, section select ‘Update lead assignment‘ and select ‘the user/s to whom you want to send leads.’
  4. Click save and activate the workflow.

3. Setup automatic call reminders for new leads

Benefits of this Sales CRM workflow automation:

  1. No lead will be missed.
  2. No more manual chasing aster team members to remind them for following up with leads.

How to implement Auto-assign leads to users based on lead source/field

  1. Go to TeleCRM Workflows > Create new.
  2. Select ‘Lead Creation‘ Event.
  3. In the trigger section select ‘Add call reminders‘ and select ‘Time gap after lead creation.’
  4. Click save and activate the workflow.

4. Send automatic WhatsApp to leads on status change

Benefits of this automation:

  1. Automatically engage leads the moment they are marked interested.
  2. Qualify them further with WhatsApp buttoned messages and chatbot.

How to implement Auto-assign leads to users based on lead source/field

  1. Go to TeleCRM Workflows > Create new.
  2. Select the ‘Lead Status Change‘ event.
  3. In the trigger section select ‘Notify Lead‘ and select ‘WhatsApp Cloud API‘.
  4. Select your Cloud API number and template.
  5. Click save and activate the workflow.

Also Read: Whatsapp OTP: How to send OTP with Whatsapp

Conclusion

There are just a few examples of the automation possible in TeleCRM.

Try Sales CRM today to check out the full capability of CRM workflow automation.

Article Author

As CMO he makes sure that the Marketing team here at Telecrm aligns with the goals and vision of the company and stays on course to achieve the growth targets! In his articles, he talks about empathetic value-driven sales that put deep care for the customer at the centre of selling.