How to Integrate WhatsApp

Getting Started with WhatsApp Integration

Before diving into the integration process, ensure you have the following:

  • An active CRM account with administrative access.
  • A valid WhatsApp number to link with the CRM.

Step 1: Register for WhatsApp Integration

  1. Navigate to the WhatsApp integration platform and opt for a free trial.
  2. Fill in the registration form with your details, including your agency owner name, country code (without leading zeros), and email ID.
  3. For the location name and ID, access your CRM account, go to the desired sub-account's settings, and copy the business profile name and location ID.
  4. Complete the registration by clicking "Register Now".

Step 2: Linking Your CRM Account

  1. Log into your CRM account and navigate to the sub-account where you wish to integrate WhatsApp.
  2. Ensure the WhatsApp gateway option is selected and proceed to add the application successfully.

Step 3: Finalizing the Integration

  1. Upon successful application addition, you will receive a WhatsApp message and an email with a link.
  2. Copy the link from the email and add it to the custom menu links in your CRM settings. Ensure this link is visible to all accounts for ease of access.
  3. Navigate to the WhatsApp icon in your CRM and scan the provided QR code with your WhatsApp number. Note that this step may require scanning the code twice for verification purposes.

Step 4: Setting Up Messaging

  1. In your CRM, go to settings and select "Phone Numbers" to confirm the WhatsApp gateway connection.
  2. Set WhatsApp as the default provider and save your changes.
  3. You can now access your contact list within the CRM and send messages directly to your clients via WhatsApp.

Troubleshooting and FAQs

Q: What if the WhatsApp integration does not appear in my CRM?

  • A: Ensure you have followed all the steps correctly and that the integration link is properly added to your CRM settings. If the issue persists, contact support for assistance.

Q: Can I change the WhatsApp number linked to my CRM?

  • A: Yes, you can change the number by scanning a new QR code with the desired WhatsApp number.
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