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?
Can I simply install and start using WhatsApp?
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 can 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 can I create standard message templates for WhatsApp?
Can I send a document along 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?
Are there any conditions I need to know about WhatsApp messages?
Can I create WhatsApp messages for approval notifications?
How can I attach a document with my WhatsApp message?

I have a Twilio number. Can I connect my WhatsApp to the CRM?

Yes. Here are a few things you need to do to connect WhatsApp to the CRM:
  • To integrate your Twilio number with WhatsApp, you need to have a Facebook Business Manager account.
    • 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.
  • Once WhatsApp approves your Twilio numbers, you will need to provide your Facebook Business Manager ID to Twilio as well.
  • Twilio requires your business account to be validated by Facebook. Only those accounts validated by Facebook are approved for WhatsApp messaging.
To learn how to integrate WhatsApp to the CRM, click here.
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