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 connect Twilio with WhatsApp?
How do I install WhatsApp in the 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 configure WhatsApp in Vtiger CRM?

Once you have installed WhatsApp, you need to configure the details and add Twilio as a service provider for WhatsApp in the CRM.

Follow these steps  to configure the details:

  1. Go to the Main Menu.
  2. Click the Essentials tab.
  3. Click on WhatsApp. The List View displays all available records for WhatsApp messages.
  4. Click on Settings on the top right corner.
  5. Click on the + Add button.
  6. Enter information for the following in the Add Config window:
  • Provider (Service provider) - Select Twilio from the drop-down.
  • Active - Select Active user.
  • Account ID - Provided by Twilio at the time of sign-up.
  • Token - Provided by Twilio at the time of sign-up.
  • WhatsApp from Number - The number you will use to send WhatsApp messages from.

Note: From the WhatsApp > Add Config window:

  • You can add a new service provider. Currently, only Twilio is available to send your WhatsApp messages.
  • You can also edit the configuration of an existing service provider.
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