by Activalink

The Suite WhatsApp Integration is a tool that allows you to use WhatsApp directly from SuiteCRM. Utilizing the WhatsApp API, you can send and receive messages without having to set up accounts with other providers and at no cost. All conversations you have via WhatsApp are associated with your contacts in SuiteCRM, providing you with a complete and controlled record of your interactions with customers.

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Admin Guide

To achieve the functionality of this integration, all you need to do is validate the WhatsApp integration license in the admin panel.

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Once the license has been verified, a section will appear in which we can generate a QR code to connect our CRM to WhatsApp.

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When we connect to WhatsApp using the QR, our user information will appear.

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Once the licence has been validated and connected to WhatsApp, we will be able to use WhatsApp, from this moment on the add-on will be used in the same way as explained in the user guide.

Keep in mind that you can only have one phone at a time in the CRM, if we want to change this number we will have to repeat the QR connection process.

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