With this template, you can link your CRM to WhatsApp so that when a record reaches a certain stage - like a new lead signup, a support ticket update or a missed call - it pulls in the contact details, asks ChatGPT to compose a friendly message based on your notes, then delivers it in a private WhatsApp conversation.
-
You can adjust the template to include order details, due dates or personalized greetings.
-
The result is a message that feels personal rather than a generic broadcast and arrives exactly when your contact expects it
It’s handy for follow‑ups after a sale, sending gentle invoice reminders or asking for feedback once a support issue closes. You don’t have to craft each message yourself or worry about forgetting someone. For example, you could send a thank‑you note after a demo call or a nudge about an incomplete form. You can customize the trigger conditions and message tone so that your outreach stays warm and on time as your CRM list grows 
