Popular Concord + WaliChat Workflows
Create WaliChat contact for new Concord contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Concord - WaliChat integration, anytime a new Concord contact is created, an WaliChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send WaliChat message for new Concord contact
Furthermore, with this Concord - WaliChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Send WaliChat message for new Concord deal
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Concord - WaliChat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send WaliChat message for new Concord company
Share updated Concord deal via WaliChat message
When Contact is created in Concord > Check condition > Create new internal contact (chat only) in WaliChat
When Contact is created in Concord > Check condition > Create user in WaliChat
When User is created in Concord > Check condition > Create new internal contact (chat only) in WaliChat
When User is created in Concord > Check condition > Create user in WaliChat
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Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
See Concord IntegrationsWaliChat is an innovative platform transforming your WhatsApp into a robust customer service tool. It facilitates multi-agent chat, allowing your team to handle multiple customer conversations simultaneously, optimizing productivity.
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