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I want to integrate WhatsApp and 2chat to receive lead messages in Monday.com. My goal is for a new contact to be automatically registered upon arrival. However, if the contact already has previous conversations, the lead in Monday.com should be updated or reactivated to avoid duplicates.

Currently, I have three boards in Monday:

  1. New Lead
  2. No Answer
  3. Interested Again

The process is as follows:

  • New Lead: When a new lead is received, it is placed in the New Leads board.
  • No Answer: If the contact does not respond within 24 hours, the lead is automatically moved to the No Answerboard.
  • Interested Again: If the client reaches out again, the conversation is reactivated and the lead is moved to the Interested Again board.

someone can help me ? even if I have to pay !

Hi ​@Luis1997,

 

Welcome to the Community.

 

To automate lead management with Zapier, set WhatsApp Notification as the trigger using 'Send Message' and Monday.com as the action with 'Create Item' to add leads to the 'New Leads' board. Use a 'Find Item' step to prevent duplicates before creating a new lead. Additional Zaps can move leads to 'No Answer' or 'Interested Again' boards based on response timing. Adjustments may be needed depending on WhatsApp, 2Chat, and Monday.com integrations.

 

I hope this helps. Please let me know if you have any questions.

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