WhatsApp add-on automation makes your business available anytime. Send WhatsApp from SuiteCRM at one click from any module. You can also create workflow WhatsApp Message and get a reply back as an Inbound WhatsApp Message.
With WhatsApp, you'll get fast, simple, secure messaging available on phones all over the world.
This integration for SuiteCRM that allows you to send WhatsApp message to any mobile number by single click on Whatsapp icon from any module.
You can send automated Whatsapp message to your clients on defined actions that's called workflow, and Send Bulk WhatsApp from module's listview like Account, Contact, Lead and get a reply back as an Inbound WhatsApp messages.
- No need to create different WhatsApp Template. You can use Email Templates for sending WhatsApp Message.
- Send WhatsApp messages From all modules.
- You can see the Outbound / Inbound WhatsApp records in a Call module.
- Send immediate WhatsApp notifications to your Sales manager by WorkFlow when new Lead is assigned.
- Send immediate WhatsApp notifications to your support engineer by WorkFlow when new Case is assigned.
- Bulk/Mass WhatsApp feature for Accounts, Leads, Contacts modules from Listview.
- Auto Related Outbound/Inbound WhatsApp to appropriate module record.
- Users Can see Notification when Inbound WhatsApp is received.
- Can be used as a reminder to customers.
Sending WhatsApp Message
1. You can send WhatsApp by click on the icon beside the numbers from Listview or Detailview.
2. Click on the icon it will open WhastApp popup window.
3. Select the Template that you want to send and click on Send WhastApp.
4. After the sending WhastApp, it will be logged in a Call module as an Outbound WhastApp record.
Below we can see the modules Activities subpanel. All WhastApp Outbound / Inbound logs are related to that record.
You can also check the status of sending messages. It will show failed icon if its not delivered to mobile.
Sending Bulk WhastApp
1. Just goto Listview of a module and select the multiple records. now click on the Bulk Action menu and select Send Bulk WhastApp option.
1. When any client is replying then its logged as an Inbound WhastApp in a call module.
2. Users are getting notifications when inbound WhastApp generated and assigned to them.
Now, Goto Documentation Page for further configuration. like
- Create an WhastApp Template.
- Configure the Workflow.
- How users can see their Outbound / Inbound WhastApp.
- Configure the Inbound WhastApp settings.
In case found any problem while installation please email us at firstname.lastname@example.org
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