Staff Triggers

introduction the staff trigger – message contains → add tag allows your team to apply tags to contacts by sending predefined keywords or phrases the message can be sent either from the crm or directly from whatsapp , which makes it extremely flexible this ensures tags are applied even if staff members are not logged into the crm how it works the trigger is defined with the syntax example if the staff sends a message (from whatsapp or crm) that contains the defined phrase, the system applies the configured tag “interested in buying” → tag hot lead applied “interested in buying our service” → tag hot lead applied since it works with contains , the phrase doesn’t need to be exact, but it must match the casing you configured trigger = interested|hot lead “interested in your product” → ✅ works “interested in your product” → ❌ does not work (lowercase mismatch) once the tag is applied, it can trigger automations in the crm example configured trigger messages that apply the tag from whatsapp “interested in buying” → ✅ tag hot lead applied from crm “interested in buying our service” → ✅ tag hot lead applied from whatsapp “interested in buying” → ❌ tag not applied (lowercase mismatch) result tags are applied automatically based on the staff’s message it works whether the message is sent from the crm or whatsapp , giving full flexibility the applied tag can then be used in crm automations ⚠️ important notes works from whatsapp and crm → this is a unique advantage, since staff can apply tags without being inside the crm triggers are case sensitive → define your keywords carefully (recommend lowercase and not very common) tags are recommended to be short and standardized (e g , hot lead, needs followup) use tag based automations in your crm to send documents, trigger emails, or notify the sales team example automation in crm in your crm, you can create an automation phrase → “when staff says "let me deactivate this annoying bot” trigger → “when tag is added "deactivate bot” action → remove tag that activates bot, remove from automation, etc current crm integrations with wazzap highlevel crm integration docid\ qh5m7bg 7rf8ysjwwpjxm