Whatsapp

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Prerequisites

If you want to use WhatsApp to send text messages to your contacts through CRM.COM, this is what you’ll need for your integration configuration:

• WhatsApp account - if you don’t already have a WhatsApp account, you'll need to create one

• WhatsApp Account SID

• WhatsApp Auth Token

• WhatsApp Phone number

Configure your WhatsApp Integration in CRM.COM

Sign-in to the CRM.COM back-end system and navigate to Navigate to Platform > Integrations. Select the WhatsApp integration from the Communications section.

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Select Setup and confirm the default name for the WhatsApp integration or provide a new one > Proceed.

The WhatsApp integrations screen is displayed, select Manage to access the integration settings. This is where you need to enter your WhatsApp credentials and other configuration details.

• Account SID - Your WhatsApp unique string Identifier (SID).

• Auth Token - Your WhatsApp access token.

• From - Phone number that will be used to send WhatsApp text messages.

Save your configuration and Enable your WhatsApp integration.

Test the Integration

Configure and send a test message via CRM > Communication Plans to ensure the integration works correctly.