Automate messaging in CRM
Message provider adds custom workflow triggers and actions to CRM so you can automate messaging across channels. Use triggers to start a workflow when something happens (a message arrives, a number disconnects, a call is missed), and actions to send messages as a step in any workflow.Triggers and actions appear natively in the CRM workflow builder once the Message provider
app is installed, no extra configuration required.
Choose a channel
Each channel has its own set of triggers and actions. Open a channel below to see everything available.WhatsApp Automation
Send messages and group messages, and trigger workflows on inbound/outbound messages,
disconnections, missed calls, and group participant changes.
iMessage Automation
Send iMessages, and trigger workflows on inbound and outbound iMessages.
SMS Automation
Send SMS messages and trigger workflows on inbound and outbound SMS.