HubSpot Ideas

andreorfgen

Send a WhatsApp template directly from CRM

Currently, it is only possible to send a Whatsapp template via automation. Marketing benefits from this.

 

Sending a template to a single contact from CRM is an essential feature for sales.

 

Vote for this feature

4 Replies
shayanhelmi
Member

Hello @andreorfgen, thats true. Very important to reactivate a single Whatsapp Conversation.

STEMexLtd
Member

Yes, it will be very useful if we can send out the message directly to individual contact

DRomeo
Member

Absolutely crucial. At the moment is only possible to send a template via workflows or from the contact's inbox. Unfortunately, though, that only works if a whatsapp conversation is already in progress. 

A sales rep must be able to send a one-2-one whatsapp template in order to nurture their contacts, without having to rely on workflows (which they could not even be able to access, for security reasons)

harsh2vyas
Contributor

Thank you for sharing your thoughts.
It is true that human interaction in conversations can positively impact conversion rates and customer satisfaction.
If you would like any suggestions on effectively managing WhatsApp leads without relying on automation, please let us know.
I have personal experience in this area and can provide helpful insights.