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 install WhatsApp in the 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 configure WhatsApp in Vtiger CRM?
Table of Contents
Once you have installed WhatsApp, you need to configure the details and add your service provider for WhatsApp in the CRM.
Currently, you can integrate Twilio, Gupshup, IMI Mobile, Clickatell, and Wablas for Whatsapp in Vtiger CRM.
In this example, we have considered Twilio as the service provider. You will now need to add Twilio as a service provider for WhatsApp in the CRM.
Follow these steps to configure the details:
- Log in to the CRM.
- Go to the Main Menu.
- Click Essentials.
- Click Conversations > WhatsApp. The List View displays all available records for WhatsApp messages.
- Click Settings in the top right corner.
- Click Provider Configuration.
- Click + Add. The Add configuration window opens.
- Enter or select the following information in the Add Configuration window -
- Provider (Service provider): Select Twilio from the drop-down.
- Active: Select Active user.
- Account SID: Provided by Twilio at the time of sign-up.
- Auth Token: Provided by Twilio at the time of sign-up.
- From: The number which you will use to send WhatsApp messages.
- Callback: The Callback URL provided by Twilio at the time of sign-up.
- Click Save.
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