WhatsApp Integration with SuiteCRM

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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How to create WhatsApp Email Templates

Please follow the below steps

1. Go to Menu and click on Create Email Template.

  • Select Type as WhatsApp
  • Select WhatsApp module name for the module you like to create a template.

create_email_template.png

2. Copy the content of body in_** Plain Text **_because it will be used for sending WhatsApp.

EmailTemplate_PlainText.png

How to add Value in WhatsApp module field.

  • Go to Admin -> Studio -> Email Templates -> Fields.
  • Click on sms_module_c field
  • Edit DropDown List.
  • Add your custom module name as a value. eg. I have added Cases module.

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  • Supported Versions
  • 7.0.0 to 8.6.1
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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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