Post by account_disabled on Mar 11, 2024 5:15:39 GMT 1
Previously, we showed you how important it is to capture emails via WhatsApp , and we gave the example of a common strategy used by many, which is the Zap icon on the website and a form for the user to enter their email. Capturing emails via Whatsapp with the ChatGuru chatbot Automatic email registration on WhatsApp through the ChatGuru chatbot Now we're going to show you how you can accept your leads' emails via WhatsApp using ChatGuru's automation. This will help you not only save time, but also be more effective in your actions and achieve results, without being subject to a ban from the platform. Using ChatGuru's chatbot, you can capture leads' emails and send them to a synchronized spreadsheet. This strategy is based on five crucial steps to capture emails in an automated way. Creating your email spreadsheet The first step is to create your spreadsheet, which can be done using Excel or Google Spreadsheets, which is usually the best option.
The spreadsheet you will create is quite simple, requiring nothing more than three columns: name, WhatsApp and email. The idea is that in the ChatGuru chat system , when the contact sends their email address, this email can be automatically synchronized within the spreadsheet that was created. And how to do this? It's simple, creating a zap within zapier! Creating a zap within zapier to collect emails The tip is that when creating Brazil Phone Number Data your zap, you choose the option thaso this will allow when the contact enters their email, it can be synchronized in the spreadsheet. Once your zap is created, you will receive a URL that must be copied to ChatGuru, which will allow you to automate the process.Now that you have the URL of the created zap in your hands, the next step is to create the email trigger, that is, the word that will be used to automate the synchronization of the contact's email in the spreadsheet you created.
Creating a webbhook in Zapier to send emails to the CRM Creating a webbhook in Zapier to send emails to the CRM after collecting them on WhatsApp via ChatGuru The tip is to use the “dialogue” tab on ChatGuru to create this email trigger, which will help you obtain these good results when synchronizing with your spreadsheet. This is very easy, you just need to: Create a new dialog Give him a title Choose the type of dialogue (you must choose continuous) Choose the maximum number of executions (choose a high number) Choose dialogue trigger (email trigger) Choose action (CRM action) Having then defined the CRM action , the next step is to define some important points of what this action will be like to guarantee the right results. The points are: Type of CRM (choose the zapier option) URL (that URL you copied into Zapier itself) Set the action status to on With all these points marked, everything is ready so that you have the email trigger that will be marked in the zap and synchronized with your spreadsheet whenever a new contact informs you through the conversation.
The spreadsheet you will create is quite simple, requiring nothing more than three columns: name, WhatsApp and email. The idea is that in the ChatGuru chat system , when the contact sends their email address, this email can be automatically synchronized within the spreadsheet that was created. And how to do this? It's simple, creating a zap within zapier! Creating a zap within zapier to collect emails The tip is that when creating Brazil Phone Number Data your zap, you choose the option thaso this will allow when the contact enters their email, it can be synchronized in the spreadsheet. Once your zap is created, you will receive a URL that must be copied to ChatGuru, which will allow you to automate the process.Now that you have the URL of the created zap in your hands, the next step is to create the email trigger, that is, the word that will be used to automate the synchronization of the contact's email in the spreadsheet you created.
Creating a webbhook in Zapier to send emails to the CRM Creating a webbhook in Zapier to send emails to the CRM after collecting them on WhatsApp via ChatGuru The tip is to use the “dialogue” tab on ChatGuru to create this email trigger, which will help you obtain these good results when synchronizing with your spreadsheet. This is very easy, you just need to: Create a new dialog Give him a title Choose the type of dialogue (you must choose continuous) Choose the maximum number of executions (choose a high number) Choose dialogue trigger (email trigger) Choose action (CRM action) Having then defined the CRM action , the next step is to define some important points of what this action will be like to guarantee the right results. The points are: Type of CRM (choose the zapier option) URL (that URL you copied into Zapier itself) Set the action status to on With all these points marked, everything is ready so that you have the email trigger that will be marked in the zap and synchronized with your spreadsheet whenever a new contact informs you through the conversation.
