by Dreamer Technologies

WhatsApp add-on automation makes your business available anytime. Send WhatsApp from SuiteCRM at one click from any module. Easy to user Single conversation view. You can also create a 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.

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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 need to signup on waboxapp.com forget the API Token of WhatsApp
It has charges per message and may change based on countries

You can send automated WhatsApp message to your clients on defined actions that are called workflow, and Send Bulk WhatsApp from module's ListView like Account, Contact, Lead and get a reply back as an Inbound WhatsApp messages.

Key Features

  • Send WhatsApp messages from all modules.
  • Single Conversation view same as Whatsapp mobile for all your Whatsapp conversations in SuiteCRM.
  • Send Whatsapp using existing email templates.
  • Track all your conversation in one Click.
  • You can see the Outbound / Inbound WhatsApp records in a Call module.
  • Send immediate WhatsApp notifications to your Sales manager by WorkFlow when a new Lead is assigned.
  • Send immediate WhatsApp notifications to your support engineer by WorkFlow when a new Case is assigned.
  • Bulk/Mass WhatsApp feature for Accounts, Leads, Contacts modules from ListView.
  • Auto Related Outbound/Inbound WhatsApp to the appropriate module record.
  • Users Can see Notification when Inbound WhatsApp is received.
  • It can be used as a reminder, Anniversary, birthday to customers.

Sending WhatsApp Message

1. You can send WhatsApp by click on the icon beside the numbers from List View or Detail View.

SendWhatsApp.gif

2. Click on the icon it will open the Whatsapp conversation popup window view.

screenshot-dcrm.dreamertechs.com-2020.12.22-13_21_30.png

3. After sending WhatsApp, it will be logged in a Call module as an Outbound WhatsApp record.

Outbound_Message.png

Below we can see the modules Activities subpanel. All WhatsApp Outbound / Inbound logs are related to that record.

Activities.png

Sending Bulk WhatsApp

1. Just goto List View of a module and select the multiple records. now click on the Bulk Action menu and select the Send Bulk WhatsApp option.

SendBulk.png

Receiving WhatsApp

1. When any client is replying then it's logged as an Inbound WhatsApp in a call module.

Inbound_Message.png

2. Users are getting notifications when inbound WhatsApp generated and assigned to them.

Alerts.png

Now, Goto Documentation Page for further configuration. like

  • Create a WhatsAppTemplate.
  • Configure the Workflow.
  • How users can see their Outbound / Inbound WhatsApp.
  • Configure the Inbound WhatsApp settings.

In case found any problem while installation please contact us at given below details.

Benefits and Walkthrough Video

Email us at info@dreamertechs.com
Skype: live:dreamertechs
Hangout: info@dreamertechs.com

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Rating
  • "It works fine, but you have to be logged in to your Whatsapp all the while when you are sending messages. I did test run on 5-10 leads. Have yet to se..." - manjulwadhwa5

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