Guide
Overview & Navigation
Follow these quick steps to reach the Automation page in your CRM.
Navigate
- 1. Open your CRM application.
- 2. Go to the Dashboard.
- 3. Click on the Automation option in the dashboard menu.
- 4. From the options listed under Automation:
- Pull APIs: Retrieve data from external systems into your CRM.
- Push APIs: Send CRM data to external applications.
- WhatsApp APIs: Manage API-based WhatsApp integrations.
- AI Auto Reply: Enable AI-powered automatic replies to enhance customer engagement.
- WA Integration: Connect and integrate WhatsApp with your CRM.
Pro Tip: Optimize Your Automation
Regularly review your automation settings, API integrations, and message configurations to ensure smooth operations and effective communication.