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 do I configure WhatsApp in Vtiger 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 can I send a WhatsApp message from the CRM?

You can send messages by clicking on the WhatsApp icon that appears on the screen in:

  • The List View of every record in these modules - Contacts, Vendor, Deals, Invoices, Quotes, Cases, and Internal Tickets
  • The Summary View under Do > Reach out now > WhatsApp

Follow these steps to send a WhatsApp message from your CRM.

  • From the List View (of different modules)

  1. Go to the List View of a module.
  2. Hover on the record you want to send a WhatsApp message to.
  3. Click on the WhatsApp icon that is visible on the extreme right of the screen.
  4. Enter or select the following in the Send WhatsApp Message window.
    1. Essentials: Select a phone number to send the WhatsApp message.
      • Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
    2. Select WhatsApp Template: Select a message template if you want to send a standard message. You can select this option only if you have an approved template to choose from.
    3. Message window: Type your message in this textbox.
      • Make your message fun: You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
      • Don't forget a document: You can upload documents along with your message by clicking the Attach Files link.
      • The maximum size of a document is limited to 16 MB.
    4. Click the Send button.
  • From the Summary View of a record.

  1. Click on a record to go to its Summary View.
  2. Click the Do button. 
  3. Click Reach out now in the What do you want to do window.
  4. Click WhatsApp
  5. Enter or select the following in the Send WhatsApp Message window.
    1. Essentials - Select a phone number to send the WhatsApp message.
      • Note: The number has to be a mobile number installed with WhatsApp to receive and send messages.
    2. Select WhatsApp Template - Select a message template if you want to send a standard message. This is optional.
    3. Message window - Type your message in the textbox.
      • Make your message fun - You can include emojis in your message by clicking the emoji icon in the top right corner of the textbox.
      • Don't forget a document - You can upload documents along with your message by clicking the Attach Files link.
      • The maximum size of a document is limited to 16 MB.
    4. Click the Send button.
Note
  • You cannot edit message templates in this window.
  • You can attach only one file (or document) per message.
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