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How to start a WhatsApp conversation from a customer record?

Learn how to use the Ploomes shortcut to quickly start a conversation with your customers via WhatsApp.

Written by Diego Alves do Nascimento
Updated this week

Ploomes allows integration with WhatsApp, making it easier to create contacts, send messages, and schedule tasks within a single workflow.

How to open a conversation?

After completing the WhatsApp integration, when you access a customer’s profile, if they have a valid phone number, an icon will be displayed next to the phone number.

When you click this button, a new tab in WhatsApp Web will open with the conversation started for the customer’s number.


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