You can now connect with all your WhatsApp contacts directly from the CRM via Twilio.
Using this integration, you can:
- Send and receive WhatsApp messages to and from your contacts directly from the CRM.
- Customize your messages and relate them to different modules in the CRM.
- Attach documents such as invoices, quotes, etc., as WhatsApp messages.
- Send notifications and alerts such as changes in quotations, due dates, and offers.
- Send standard messages like season’s greetings.
- Use standard templates for your messages or create your own.
WhatsApp + Twilio integration on Vtiger CRM is available for the following modules:
- Cases
- Leads
- Organizations
- Contacts
- Deals
- Internal Tickets
- Invoices
- Quotes
- Vendors