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? How do I configure WhatsApp in Vtiger CRM? How do I send a WhatsApp message from the CRM? Can I send a standard or a common message through WhatsApp? 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? How do I know if the WhatsApp message I have sent has been received? Can I create WhatsApp messages for approval notifications? What is the use of WhatsApp in the Vtiger CRM mobile app? Where do I see the WhatsApp messages I have sent to customers? What kind of WhatsApp messages can I send from the CRM? Where can I see all the WhatsApp messages I have sent or received in the CRM? What are the limitations or conditions for sending WhatsApp messages from the CRM? 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? 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 create standard message templates for WhatsApp + Twilio? 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?
How do I install WhatsApp in the CRM?
Table of Contents
If you have not seen the WhatsApp icon on your CRM, it is because WhatsApp is not available by default. You can install it yourself by just a few clicks.
Follow these steps to install WhatsApp:
- Log in to the CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Go to Extensions.
- Click Add-ons.
- Search for WhatsApp.
- Select the combination of WhatsApp with the service provider. For example, WhatsApp via Twilio.
- Click Yes to confirm.
- After installation, the WhatsApp icon is visible in:
- The List View of every record in these modules - Contacts, Vendor, Deals, Invoices, Quotes, Cases, and Internal Tickets
- The Summary View of every record.
- The list of service providers will also be visible when you are sending a WhatsApp message.
- The service providers will also be available in the WhatsApp module under Essentials > Conversations > WhatsApp
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