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Why it matters: Manually sending updates to WhatsApp groups is time-consuming and easy to forget. Now you can automate group messages triggered by any CRM event-new leads, appointments, form submissions, and more.

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Key Benefits​

Automated Group Updates - Send team notifications automatically No Manual Messaging - Eliminate repetitive group messages Workflow Integration - Combine with any CRM trigger for powerful automation Attachment Support - Include images or videos via URL Custom Variables - Personalize messages with contact and trigger data

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Who Should Use It​

Sales Teams - Notify team groups when new leads come in Support Teams - Alert support groups when tickets are created Agencies - Update client groups on campaign progress automatically Operations - Send daily summaries or status updates to internal groups Managers - Get automated reports on team activity

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Requirements​

Before using this action:
1
Update your WhatsApp provider app to the latest version
  • Go to App Marketplace → Installed Apps → WhatsApp provider → Update
2
Allow groups in WhatsApp Settings
  • Groups must be enabled in your WhatsApp dashboard before they appear in the action dropdown

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How to Set Up​

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Step 1: Allow Groups in WhatsApp Settings​

1
Go to WhatsApp in your sidebar
2
Click Manage on your WhatsApp instance
3
Navigate to group settings
4
Allow the groups you want to use in workflows
5
Save your settings
Important: Only groups that are allowed will appear in the action dropdown.
Group Settings

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Step 2: Create or Edit a Workflow​

1
Go to Automation → Workflows
2
Create a new workflow or edit an existing one
3
Add your desired trigger (Form Submitted, Appointment Booked, Customer Reply, etc.)

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Step 3: Add the Action​

1
Click + or Add New Action after your trigger
2
Switch to the Apps tab
3
Click the WhatsApp provider app icon
4
Select Send WhatsApp Group Message
Apps Add Sendgroup

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Step 4: Configure the Action​

FieldRequiredDescription
MessageYesThe message text to send (supports variables)
AttachmentNoPublic URL to an image or video
WhatsApp GroupYesSelect from your allowed groups
Send Group Message

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Step 5: Save and Publish​

1
Click Save action
2
Review your complete workflow
3
Toggle from Draft to Published

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Action Fields Explained​

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Message Field​

Enter the message you want to send. You can:
  • Type plain text
  • Use custom variables (click the tag icon to insert)
  • Include emojis
  • Use line breaks for formatting
Example with variables: 
 New Lead Alert! Name: {{contact.first_name}} {{contact.last_name}}Phone: {{contact.phone}}Email: {{contact.email}} Please follow up within 5 minutes!

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Attachment Field​

Paste a direct URL to an image or video file. This field is optional. Supported formats: PNG, JPG, JPEG, GIF, WebP, MP4, MOV Requirements:
  • URL must be publicly accessible
  • Direct link to the file (not a webpage)
  • File size under 16MB for videos

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WhatsApp Group Dropdown​

Select the destination group. Only groups allowed in your WhatsApp Settings will appear. If you don’t see your group:
1
Go to WhatsApp → Manage
2
Allow the group in settings
3
Return to workflow and refresh

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Example Use Cases​

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Use Case 1: New Lead Notification​

Alert your sales team when a new lead submits a form. Trigger: Form Submitted Action: Send WhatsApp Group Message
  • Group: Sales Team
  • Message:
 NEW LEAD ALERT Name: {{contact.first_name}} {{contact.last_name}}Phone: {{contact.phone}}Email: {{contact.email}}Source: {{contact.source}} First person to respond wins!

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Use Case 2: Appointment Notification​

Notify your operations team when a new appointment is booked. Trigger: Appointment Scheduled Action: Send WhatsApp Group Message
  • Group: Operations Team
  • Message:
 New Appointment Booked Client: {{contact.name}}Service: {{appointment.title}}Date: {{appointment.start_date}}Time: {{appointment.start_time}} Please ensure everything is ready.

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Important Notes​

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Technical Details​

  • Messages send from your connected WhatsApp number
  • Groups must be allowed first in WhatsApp Settings
  • Supports text, emojis, and one attachment per message
  • Works with all standard CRM workflow triggers

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Best Practices​

  • Keep messages concise and scannable
  • Use relevant variables only
  • Test before publishing
  • Don’t over-notify - too many messages cause fatigue

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FAQs​

Yes. Add multiple “Send WhatsApp Group Message” actions, each targeting a different group.
Groups must be allowed in WhatsApp Settings first. Go to WhatsApp → Manage → Group Settings.
Yes. Paste a public URL in the Attachment field. Supported formats: PNG, JPG, GIF, WebP, MP4, MOV.
The message will fail to send. We recommend setting up the WhatsApp Disconnected trigger to get alerts when your number goes offline.

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Support​

If you need help with the setup or onboarding: