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How do I install WhatsApp in the CRM?

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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:

  1. Log in to the CRM.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings.
  4. Go to Extensions.
  5. Click Add-ons
  6. Search for WhatsApp.
  7. Select the combination of WhatsApp with the service provider. For example, WhatsApp via Twilio. 
  8. Click Yes to confirm.

Note:

  • 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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