Zapier is a service that automates operations between web applications. It works by creating " zaps ", that is, automation rules that are triggered by certain events (such as, for example, the creation of a new item in a list or the receipt of a new message).
When a zap is triggered, Zapier can perform a specific action (like creating a new contact in a CRM).
If your IT team is not handy, or you want to save your how to use the rcs database for direct marketing precious implementation time, you can use Callbell's official Zapier integration to connect WhatsApp to Close.io. One of the strong points of using Zapier is precisely the ease and speed of the integration. The downside, however, is the cost of Zapier.
Connect WhatsApp to Close.io
With the Callbell – Close.io integration via Zapier , businesses can automatically create new contacts in Close.io using Callbell Webhooks and also update existing contact information in Close.io based on customer interactions via Callbell.
This allows businesses to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven't already, you'll first need to:
1 ) Create an account on Callbell and integrate WhatsApp .
2 ) Create an account on Close.io
3) Create an account on Zapier
Once this step is completed, all you have to do is connect Callbell and Close.io to Zapier and program the “ zaps ” necessary for the operations you want.