> ## Documentation Index
> Fetch the complete documentation index at: https://help.messagesync.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Send WhatsApp Group Message

> The  action is a custom WhatsApp provider workflow action that sends messages to WhatsApp groups directly from your CRM workflows. Automate team notifications, client updates, and group announcements without manual intervention.

> 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.

***

## Key Benefits[​](#key-benefits "Direct link to 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

***

## Who Should Use It[​](#who-should-use-it "Direct link to 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

***

## Requirements[​](#requirements "Direct link to Requirements")

Before using this action:

<Steps>
  <Step>
    **Update your WhatsApp provider app** to the latest version

    * Go to **App Marketplace → Installed Apps → WhatsApp provider → Update**
  </Step>

  <Step>
    **Allow groups** in WhatsApp Settings

    * Groups must be enabled in your WhatsApp dashboard before they appear in the action dropdown
  </Step>
</Steps>

***

## How to Set Up[​](#how-to-set-up "Direct link to How to Set Up")

### Step 1: Allow Groups in WhatsApp Settings[​](#step-1-allow-groups-in-whatsapp-settings "Direct link to Step 1: Allow Groups in WhatsApp Settings")

<Steps>
  <Step>
    Go to **WhatsApp** in your sidebar
  </Step>

  <Step>
    Click **Manage** on your WhatsApp instance
  </Step>

  <Step>
    Navigate to group settings
  </Step>

  <Step>
    **Allow** the groups you want to use in workflows
  </Step>

  <Step>
    Save your settings
  </Step>
</Steps>

> **Important:** Only groups that are allowed will appear in the action dropdown.

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/Group-settings-8fcb4595d9b24f932602b7d956537517.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=e564512609f9cf5aedadaafab37fe788" alt="Group Settings" width="2879" height="1617" data-path="images/automation/actions/assets/images/Group-settings-8fcb4595d9b24f932602b7d956537517.png" />
</Frame>

### Step 2: Create or Edit a Workflow[​](#step-2-create-or-edit-a-workflow "Direct link to Step 2: Create or Edit a Workflow")

<Steps>
  <Step>
    Go to **Automation → Workflows**
  </Step>

  <Step>
    Create a new workflow or edit an existing one
  </Step>

  <Step>
    Add your desired trigger (Form Submitted, Appointment Booked, Customer Reply, etc.)
  </Step>
</Steps>

### Step 3: Add the Action[​](#step-3-add-the-action "Direct link to Step 3: Add the Action")

<Steps>
  <Step>
    Click **+** or **Add New Action** after your trigger
  </Step>

  <Step>
    Switch to the **Apps** tab
  </Step>

  <Step>
    Click the **WhatsApp provider** app icon
  </Step>

  <Step>
    Select **Send WhatsApp Group Message**
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/Apps-add-sendgroup-e8db1d50d22541b8511983da176e462f.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=f44f602811ba18f28b4238d5566d0557" alt="Apps Add Sendgroup" width="2879" height="1618" data-path="images/automation/actions/assets/images/Apps-add-sendgroup-e8db1d50d22541b8511983da176e462f.png" />
</Frame>

### Step 4: Configure the Action[​](#step-4-configure-the-action "Direct link to Step 4: Configure the Action")

| Field              | Required | Description                                   |
| ------------------ | -------- | --------------------------------------------- |
| **Message**        | Yes      | The message text to send (supports variables) |
| **Attachment**     | No       | Public URL to an image or video               |
| **WhatsApp Group** | Yes      | Select from your allowed groups               |

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/automation/actions/assets/images/Send-group-message-bb26633c07c42c7a4b6991dbd07be4c5.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=a95948b64298cfb65f6ce3dfa8724e05" alt="Send Group Message" width="2879" height="1621" data-path="images/automation/actions/assets/images/Send-group-message-bb26633c07c42c7a4b6991dbd07be4c5.png" />
</Frame>

### Step 5: Save and Publish[​](#step-5-save-and-publish "Direct link to Step 5: Save and Publish")

<Steps>
  <Step>
    Click **Save action**
  </Step>

  <Step>
    Review your complete workflow
  </Step>

  <Step>
    Toggle from **Draft** to **Published**
  </Step>
</Steps>

***

## Action Fields Explained[​](#action-fields-explained "Direct link to Action Fields Explained")

### Message Field[​](#message-field "Direct link to 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:**

```text theme={null}
 New Lead Alert! Name: {{contact.first_name}} {{contact.last_name}}Phone: {{contact.phone}}Email: {{contact.email}} Please follow up within 5 minutes!
```

### Attachment Field[​](#attachment-field "Direct link to 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

### WhatsApp Group Dropdown[​](#whatsapp-group-dropdown "Direct link to WhatsApp Group Dropdown")

Select the destination group. Only groups **allowed** in your WhatsApp Settings will appear.

If you don't see your group:

<Steps>
  <Step>
    Go to **WhatsApp → Manage**
  </Step>

  <Step>
    Allow the group in settings
  </Step>

  <Step>
    Return to workflow and refresh
  </Step>
</Steps>

***

## Example Use Cases[​](#example-use-cases "Direct link to Example Use Cases")

### Use Case 1: New Lead Notification[​](#use-case-1-new-lead-notification "Direct link to 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:**

```text theme={null}
 NEW LEAD ALERT Name: {{contact.first_name}} {{contact.last_name}}Phone: {{contact.phone}}Email: {{contact.email}}Source: {{contact.source}} First person to respond wins! 
```

***

### Use Case 2: Appointment Notification[​](#use-case-2-appointment-notification "Direct link to 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:**

```text theme={null}
 New Appointment Booked Client: {{contact.name}}Service: {{appointment.title}}Date: {{appointment.start_date}}Time: {{appointment.start_time}} Please ensure everything is ready.
```

***

## Important Notes[​](#important-notes "Direct link to Important Notes")

### Technical Details[​](#technical-details "Direct link to 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

### Best Practices[​](#best-practices "Direct link to Best Practices")

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

***

## FAQs[​](#faqs "Direct link to FAQs")

<AccordionGroup>
  <Accordion title="Can I send to multiple groups from one workflow?">
    Yes. Add multiple "Send WhatsApp Group Message" actions, each targeting a different group.
  </Accordion>

  <Accordion title="Why don't I see my group in the dropdown?">
    Groups must be **allowed** in WhatsApp Settings first. Go to WhatsApp → Manage → Group Settings.
  </Accordion>

  <Accordion title="Can I include images or videos?">
    Yes. Paste a public URL in the Attachment field. Supported formats: PNG, JPG, GIF, WebP, MP4, MOV.
  </Accordion>

  <Accordion title="What happens if WhatsApp is disconnected?">
    The message will fail to send. We recommend setting up the WhatsApp Disconnected trigger to get alerts when your number goes offline.
  </Accordion>
</AccordionGroup>

***

## Support[​](#support "Direct link to Support")

If you need help with the setup or onboarding:

* Email: [**support@messagesync.ai**](mailto:support@messagesync.ai)