Integrations · Customized Lead Actions

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Customized Lead Actions

⚠️ This feature is only available on the Expert edition.

On each lead there is an Actions menu. Actions inside this menu are predefined: assign the lead, edit it, change its status... But with the 'Customized Lead Actions' feature, you are able to add your own customized actions inside the Actions menu of your leads.

This is useful not only to feed your information system, but also to integrate your no CRM.io account with external apps such as WhatsApp, an IP phone, a software that sends SMS, and a lot more!

To add a personalized link to the "actions" menu of a lead, go to Admin > Lead Action Menu, and create an action that will point to a program you host. You can define several personalized actions. The click on an action will open a new window with the target address.

Note that you can use Lead's variables (firstname, phone number) to trigger specific actions, such as a call or a message.

Below the example of a Lead Action set to fire off a message on WhatsApp:

How to set up WhatsApp

More and more companies talk to potential customers on WhatsApp and need to be able to easily send them a message from their lead management software. With the Customized Lead Actions of no CRM.io, you'll be able to launch WhatsApp Web in a click to fire off a message to a potential customer.

Setting it up is quite easy, simply follow these steps:

/!\ WhatsApp does not read + or 00 in front of phone numbers, or spaces. Please make sure that all phone numbers are written as follows: 12345789 and not +1 23456789 or 001 23456789