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    Home  >   FAQs   >  How do I configure WhatsApp with IMI Mobile for Vtiger CRM?
    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? How do 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 do I create standard message templates for WhatsApp + Twilio? 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? 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? Can I create WhatsApp messages for approval notifications? What are the limitations or conditions for sending WhatsApp messages from the CRM? What is the use of WhatsApp in the Vtiger CRM mobile app? 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 send WhatsApp messages with IMI Mobile from Vtiger CRM? Where do I see the WhatsApp messages I have sent to customers? 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? In which modules can WhatsApp templates be used? How can I respond to a WhatsApp message from CRM?

    How do I configure WhatsApp with IMI Mobile for Vtiger CRM?

    Table of Contents
    Let us now learn how to configure WhatsApp with IMI Mobile for Vtiger CRM.
    This process involves to-and-fro navigation between Vtiger CRM, IMI Mobile, and WhatsApp screens. 

    Step 1: Follow the below steps to integrate WhatsApp with IMI Mobile:
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Essentials.
    4. Look for Conversations.
    5. Click WhatsApp.
    6. Click Settings.
    7. Click +Add. The Add Configuration window opens.
      1. Choose the Provider as IMI Mobile.
      2. Select Active input as Yes.
      3. Once you choose the Provider as IMI Mobile, Status Callback and Incoming Callback URLs fields are displayed. 
      4. Copy the Status Callback and Incoming Callback URLs (to a Notepad or a document) 

    With this, navigate to IMI Mobile.

    Step 2: Adding your WhatsApp number to the IMI Mobile page
    On the IMI Mobile screen, you will have to create a Service account and an App account.
    Note: Keep your IMI Mobile login credentials before you begin.

    Follow the below steps to create a Service account:
    1. Log in to your IMI Mobile account. The Services page opens.
    2. Click Create New Service.
    3. Enter a name to your Service account in the Service Name field.
    4. Click Create. 
      1. If you already have an existing Service account, click on the same.
    This will help you create your IMI Mobile Service account. Once you create a Service account, your account will be displayed on the home screen.

    Follow the below steps to create an App account:
    1. Click Assets on the left menu.
    2. Click Apps.
    3. Click Configure New App.
    4. Select WhatsApp. The Configure New App - Manage WhatsApp screen opens. 
    5. Enter the required details and have your Number verified.
      1. Note: WABA ID  is the Facebook Business ID, and for Certificate, reach out to [email protected].
    On approval of the created App, the App is visible in the Assets > App screen on the IMI Mobile page under the WhatsApp channel.

    Step 3: Retrieving App ID
    When an App is approved, the App ID is generated, which needs to be entered into the CRM to integrate IMI Mobile with Vtiger CRM.

    Follow these steps to retrieve the App ID:
    1. Click Assets.
    2. Click Apps. The Apps screen displays the App details, where you can find the App ID.  
    3. Copy the App ID. (To a notepad.)
    4. Click your account to go to the Services screen.
    5. Click API for API integration.
    6. Under Auth Type (JWT Authentication), choose Service Key. Click the eye icon to make the Service Key visible. 
    7. Copy the Service Key using the Copy icon. The Service Key copied here serves as the Vtiger CRM Key.
    8. Click Configure Outbound Webhooks.
      1. Note: If you want to generate another Service Key, you can click Create Authentication Credentials(S).
    Step 4: Configuring Integration for Outbound Webhooks.
    You will have to configure integration for two Outbound Webhooks:
    1. To Receive WhatsApp Messages Delivery Status (Sent, Delivered, and Read).
    2. To Receive Incoming WhatsApp Messages.
    Follow these steps to configure Outbound Webhook Integration for receiving delivery status:
    1. Click Configure Outbound Webhooks on the Services page. Or
    2. Click Assets.
    3. Click Integrations.
    4. Click Add Integration.
    5. Select Outbound Webhook. The Configure New Integration - Outbound Webhook screen opens.
    6. Enter or select the following information: 
      1. Name: Provide a name to the Outbound Webhook in the name section.
      2. Entity: Select Entity as your Service Account under Services. 
        1. Note: While configuring the integration for receiving delivery status, always select Entity under Services.
      3. Channel: Select the channel as WhatsApp.
      4. Receive?: Choose the Notifications you want to receive and checkbox the same. You can enable the checkboxes for all the notifications.
      5. URL: Enter the Status Callback URL.
      6. Click Save.
    Follow the below steps to configure Outbound Webhook Integration for receiving incoming messages
    1. Click Assets.
    2. Click Integrations.
    3. Click Add Integration.
    4. Select Outbound Webhook. The Configure New Integration - Outbound Webhook screen opens.
    5. Enter or select the following information: 
      1. Name: Provide a name to the Outbound Webhook in the name section.
      2. Entity: Select Entity as your App account under Apps. 
        1. Note: While configuring the integration for receiving incoming messages,  always select Entity under Apps.
      3. Channel: Select the channel as WhatsApp.
      4. Receive?: Choose the Notifications you want to receive and enable the checkbox. You can enable the checkboxes for all the notifications.
      5. URL: Enter the Incoming Callback URL.
      6. Click Save.
    You will now have to navigate back to Vtiger CRM.

    Step 6: Adding App ID and Key in Vtiger CRM
    Follow these steps to add the App ID and Key (you copied on the IMI Mobile screen):
    1. Login to your CRM account.
    2. Click the User Menu.
    3. Click Essentials.
    4. Look for Conversations.
    5. Click WhatsApp.
    6. Click Settings.
    7. Click +Add. The Add Configuration window opens. 
    8. Enter or select the following information:
      1. Provider: Displays IMI Mobile.
      2. App ID: Paste the copied App ID in the App ID section.
      3. Key: Paste the copied Service Key in the Key section.
      4. Click Save.
    The IMI Mobile option will be available as a Provider when you want to send a WhatsApp message.
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