FAQs in this section
Can I use the CRM to send WhatsApp messages?
Can I use WhatsApp from all the modules in the CRM?
Can I send a WhatsApp message to my contact from the CRM?
I have a Twilio number. Can I connect my WhatsApp to the CRM?
Can I use my Facebook account to integrate my WhatsApp with Twilio?
How do I connect Twilio with WhatsApp?
How do I install WhatsApp in the CRM?
How do I configure WhatsApp in Vtiger CRM?
How do I send a WhatsApp message from the CRM?
What kind of WhatsApp messages can I send from the CRM?
Can I send a standard or a common message through WhatsApp?
How do I create standard message templates for WhatsApp + Twilio?
Can I send a document along with my WhatsApp message?
How can I attach a document with my WhatsApp message?
My WhatsApp messages look plain. How do I change the format of my WhatsApp messages?
Where can I see all the WhatsApp messages I have sent or received in the CRM?
How do I know if the WhatsApp message I have sent has been received?
Can I create WhatsApp messages for approval notifications?
What are the limitations or conditions for sending WhatsApp messages from the CRM?
What is the use of WhatsApp in the Vtiger CRM mobile app?
What is the Whatsapp integration with IMI Mobile for Vtiger CRM?
Who can configure Whatsapp with IMI Mobile in Vtiger CRM?
What are the benefits of integrating WhatsApp and IMI Mobile with Vtiger?
How do I use IMI Mobile-WhatsApp templates in Vtiger CRM?
How do I disable WhatsApp integration with IMI Mobile?
How do I configure WhatsApp with IMI Mobile for Vtiger CRM?
How do I send WhatsApp messages with IMI Mobile from Vtiger CRM?
Where do I see the WhatsApp messages I have sent to customers?
What is WhatsApp integration with Twilio?
For which modules of Vtiger is the WhatsApp - Twilio integration available?
In which editions of the CRM is WhatsApp integration available?
What are the conditions for integrating WhatsApp and Twilio with Vtiger CRM?
How do I integrate WhatsApp with Vtiger CRM via Twilio?
How do I send a WhatsApp message from the CRM?
Can I format the WhatsApp messages that I send?
How do I send a Print Template in my WhatsApp messages?
How do I send a WhatsApp message from the related WhatsApp Tab in the Summary View?
How do I send a WhatsApp message from the Summary View of a record?
In which modules can WhatsApp templates be used?
Can I simply install and start using WhatsApp?
Table of Contents
We wish it were as easy as that.
For you to install and use WhatsApp, there are a few prerequisite conditions that you need to know and follow.
Please read the following before you can install and use WhatsApp:
- First, you need to have a Facebook Business Manager account.
- If you already have a Facebook Business Manager account, your Business Manager ID is found in the Business Settings > Business Info section.
- If you do not have a Facebook Business Manager ID, click here to create one.
- WhatsApp uses approved Business Manager accounts to identify your business and associate your phone numbers with it.
- To use WhatsApp with your phone, add/integrate WhatsApp to your business phone number.
- Once WhatsApp approves your phone number, you will need to provide your Facebook Business Manager ID to the phone service provider (for example, Twilio) as well.
- Your service provider like Twilio requires your business account to be validated by Facebook. Only those accounts validated by Facebook are approved for WhatsApp messaging.
- Then you will have to integrate this phone number and WhatsApp into Vtiger CRM.
- You will also have get your message templates approved by WhatsApp on their website before you can start sending messages to your contacts.
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