WhatsApp Integration

WhatsApp Integration

Software Updates

December 19, 2023 ● 2 min read

WhatsApp Integration
Introducing an exciting update to our CRM: now, seamlessly integrate WhatsApp into your messaging strategy, expanding your reach and ensuring secure and compliant communication with customers worldwide. Say goodbye to SMS limitations and say hello to simplified, global messaging.
What’s App Integration: Our CRM now seamlessly integrates WhatsApp, the global SMS replacement platform, allowing you to communicate with customers via WhatsApp just like SMS.

⭐️ Why Does It Matter To Your Business?

  • Global Reach: Tap into WhatsApp’s international popularity, connecting with a broader audience.

  • Secure and Compliant: Partnering with meta ensures compliance and prevents any risk of service disruption.

  • Simplified Messaging: Use WhatsApp alongside SMS for easy, effective communication with your customers.

⭐️ How To Use What's App is LIVE?

  1. Access your CRM Account. On the bottom left side of your dashboard click on “Settings”.

  2. After you click on “Settings” you will see a new left-hand menu on your dashboard, now locate the option “WhatsApp” and click it.

  3. Fill out the information requested: Email, Card Information, Name On Card, and Zip Code so you can integrate WhatsApp into your CRM.

  4. As soon as you fill out the information requested and make the payment, new options will appear in your WhatsApp section in your CRM. Select the option “+ Add Number” to add your WhatsApp Phone number to your CRM.

  5. When you add your WhatsApp phone number to your CRM, you will see the WhatsApp section available in your “Conversations” tab. For that, you will need to click on “Go Back” on the top left side of your dashboard.

  6. The previous dashboard will appear on your left side. Locate the option “Conversations”, click it, and select any contact on your CRM.

  7. On the bottom side of the contact’s conversation, you will now see the WhatsApp option available. Click it and you will be able to send a WhatsApp Message.

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