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 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?
How can I respond to a WhatsApp message from CRM?

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

To enable the integration in Vtiger, you require a few bits of information from Twilio that you will paste in Vtiger CRM during the integration process. Copy the following information from the Twilio page to a notepad: 

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


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.
    1. Activate your WhatsApp account.
  2. All customers who wish to create their profiles require approval from WhatsApp.
    1. Submit your Twilio number(s) to WhatsApp for approval. 
    2. Twilio numbers that you submit need approval from WhatsApp, and the approval process may take a little time. Learn about the details here.

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 WhatsApp.
  4. Click on the Senders option. The 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. Select or enter the following information:
    1. CONFIGURE WITH: Select Webhooks.
    2. WHEN A MESSAGE COMES IN: Enter the URL.
    3. STATUS CALLBACK URL: Enter the URL.
    4. 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.
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