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?
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 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?

How do I connect Twilio with WhatsApp?

To begin with, you must have a Twilio as well as a  WhatsApp account. And then you need to connect the two. Connecting Twilio with WhatsApp is a two-step process:

  1. Connect Twilio with WhatsApp
  2. Configure WhatsApp on Twilio


Step 1: Connecting Twilio with WhatsApp

Follow these steps to connect Twilio with WhatsApp:

  1. If you do not have a Twilio account, get one from here.
  2. Activate your WhatsApp account.
    • All customers who wish to create their profiles require approval from WhatsApp.
  3. Submit your Twilio number(s) to WhatsApp for approval. 
    • Twilio numbers that you submit need approval from WhatsApp, and the approval process may take a little time. Learn about the details here.

To enable the integration in Vtiger, you will need the following information from Twilio: 

  1. Account SID
  2. Token
  3. WhatsApp From Number


Step 2: Configuring WhatsApp on Twilio

After you have bought and set up your Twilio account, you need to configure WhatsApp on the Twilio Console. To send and receive messages WhatsApp messages from the registered Twilio number, you also need Vtiger instance URL in Twilio. Let us see how.

Follow these steps to configure WhatsApp from your Twilio console:

  1. Go to the Twilio homepage.
  2. Click Programmable SMS.
  3. Click on WhatsApp.
  4. Click on the Senders option. WhatsApp: 1234XYZ Configuration window opens.
  5. Add the Vtiger instance URL in Twilio. This helps you to send and receive messages from Vtiger CRM.
  6. Enter the following details:
    • CONFIGURE WITH: Select Webhooks.
    • WHEN A MESSAGE COMES IN: Enter the URL.
    • STATUS CALLBACK URL: Enter the URL.
    • FALLBACK URL: Enter the URL.
  7. Click Save.

​​​​​​Note:

  • Look up the link in the WhatsApp setting page and copy this into Twilio.
  • If this link is not copied from settings and added, you will not receive messages from your contacts.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube