FAQs in this section
What is Clickatell?
What is the WhatsApp integration with Clickatell for Vtiger CRM?
Can I configure WhatsApp with Clickatell integration in Vtiger CRM?
What are the benefits of integrating WhatsApp and Clickatell with Vtiger CRM?
What are the prerequisites to integrate Clickatell with Vtiger CRM?
How do I Install Clickatell Extension In Vtiger CRM?
How do I configure WhatsApp with Clickatell for Vtiger CRM?
How do I disable WhatsApp integration with Clickatell?
What is Gupshup?
What is WhatsApp integration with Gupshup for Vtiger CRM?
Can I configure WhatsApp with Gupshup in Vtiger CRM?
What are the benefits of integrating WhatsApp and Gupshup with Vtiger CRM?
What are the prerequisites for integrating Gupshup with Vtiger CRM?
How do I install the Gupshup extension in Vtiger CRM?
How do I configure WhatsApp with Gupshup for Vtiger CRM?
How do I send WhatsApp messages using Clickatell from Vtiger CRM?
How do I use Gupshup WhatsApp templates in Vtiger CRM?
How do I disable WhatsApp integration with Gupshup?
How do I send WhatsApp messages using Gupshup from Vtiger CRM?
What is Wablas?
What is the WhatsApp - Wablas integration for Vtiger CRM?
What are the benefits of Vtiger and Wablas integration?
How do I install Wablas as a service provider in the CRM?
Where is Wablas available as a WhatsApp service provider in the CRM?
How do I integrate Wablas with Vtiger CRM?
How do I send a WhatsApp message from the CRM using Wablas?
How do I send a WhatsApp message using Wablas from the CRM List View?
How to send a message using Wablas from the Summary View?
How do I view WhatsApp-Wablas records in the CRM?
How do I view WhatsApp records for Wablas from the WhatsApp module?
How do I view WhatsApp records for Wablas from a module?
What are the WhatsApp opt-in settings available for Clickatell in Vtiger CRM?
How do I create Clickatell WhatsApp Templates for WhatsApp messaging?
Where can I see WhatsApp - Clickatell records in the CRM?
Can One Professional Edition users integrate WhatsApp with Gupshup?
How do I integrate my personal number into the app?
What are the limitations of WhatsApp Personal number integration?
What is WhatsApp personal number integration in Vtiger CRM?
What are the limitations of WhatsApp personal number integration?
What are the benefits of using WhatsApp personal number integration?
What is the WhatsApp notification tracker?
What is WhatsApp Business API?
What is Notification access?
Can I install the Vtiger Mobile CRM app on my phone?
How do I install Vtiger Mobile CRM on my mobile?
Where do I find the Vtiger CRM app on installation?
How do I set up a personal WhatsApp number in the Vtiger CRM app?
How do I send a WhatsApp message from the Vtiger Mobile CRM app?
How do I use WhatsApp templates to send WhatsApp messages?
Will the Vtiger track my personal WhatsApp messages?
Should the Vtiger CRM app be active or running in the background to track WhatsApp messages?
Can I send or view attachments?
Will I be charged for sending messages?
Should I buy WhatsApp API for sending messages from the app?
Is the WhatsApp Mobile CRM app available for Android and iOS mobile phones?
What is WATI?
Explain WATI Integration with Vtiger CRM.
What are the benefits of WATI Integration with Vtiger CRM?
How do I integrate WhatsApp with WATI in Vtiger CRM?
How do I install the WATI Add-on in Vtiger CRM?
How do I configure WATI in the WhatsApp module?
How do I add webhooks for Incoming Callback?
How do I add webhooks for Status Callback?
How do I create templates in the WATI platform?
How do I send messages from the CRM using WATI?
What is Ampala Info Services?
What is the WhatsApp Integration with Ampala?
Can I configure WhatsApp Integration with Ampala?
What are the benefits of using WhatsApp Integration with Ampala?
How do I install Ampala in Vtiger CRM?
How do I configure WhatsApp and Ampala in Vtiger CRM?
How do I send WhatsApp messages from List View?
How do I send a WhatsApp message from the Summary View?
How do I reply to WhatsApp messages from Summary View?
Where can I view all WhatsApp message records in the CRM?
Can I send messages using other WhatsApp templates?
How do I create WhatsApp Templates in Ampala?
How do I sync Ampala WhatsApp approved Templates in Vtiger?
What are the available webhook events in Wati WhatsApp integration?
How does the system identify and link customer replies to specific messages?
How do I create a Pinnacle Teleservices account for WhatsApp integration?
How do I install the Pinnacle add-on in Vtiger CRM?
How do I add Pinnacle as a provider in Vtiger CRM?
How do I create WhatsApp message templates in Pinnacle?
How long does it take for WhatsApp templates to get approved in Pinnacle?
Where can I view the WhatsApp templates synced from Pinnacle in Vtiger?
How do I edit WhatsApp templates synced from Pinnacle in Vtiger?
How do Merge Fields work in WhatsApp templates?
How do I delete a Pinnacle WhatsApp account in Vtiger?
How do I deactivate Pinnacle WhatsApp in Vtiger?

How do I sync WhatsApp templates from Pinnacle to Vtiger CRM?

Once a template is approved, you need to sync it to Vtiger CRM so that you can send messages.
Follow these steps to sync Pinnacle WhatsApp Templates in Vtiger:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Go to Conversations.
  5. Click WhatsApp. The WhatsApp module opens.
  6. Click Settings.
  7. Select Provider Configuration from the drop-down.
  8. Click Sync Templates.
Once you sync, you can see the Pinnacle WhatsApp-approved templates in the List View of the WhatsApp templates module.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube