Popular Pike13 + WaliChat Workflows
Create WaliChat contact for new Pike13 person
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 Pike13 - WaliChat integration, anytime a new Pike13 person 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 Pike13 person
Furthermore, with this Pike13 - WaliChat integration, you can rest assured that your new person 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!
When Person is created in Pike13 > Check condition > Create new internal contact (chat only) in WaliChat
When Person is created in Pike13 > Check condition > Create user in WaliChat
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Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.
See Pike13 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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