Things to consider
- If you are only looking to send Whatsapp messages and don't care about SMS/MMS, this might not be the right extension for you. Try this
extension instead because it's easier to use your existing whatsapp API.
- Whatsapp is currently easy to set up if you're in a country where Twilio sells local numbers (US, Australia, UK and ~50 others). If you're in India, Paraguay or Papua New Guinea, it is a bit tricky to get Whatsapp set up using a local number.
To set up Whatsapp you need to:
2. Complete Whatsapp business verification and link your Whatsapp for business account to Twilio
3. Set up the Twilio number as an authorised Whatsapp sender
4. Set up that number inside the Twilio From Numbers module in Zoho CRM
5. Now you can start using it. Put a phone number in the Whatsapp Number for Twilio of a lead/contact. Make sure you include the country code
6. Change the "Number to use for Twilio Messages" to Whatsapp
7. You can now send messages using the quick messenger/bulk messenger