Setting up Whatsapp integration

Setting up Whatsapp integration

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
    • Related Articles

    • Twilio SMS/MMS/Whatsapp extension CHANGELOG

      v470 (unpublished) Bug fixes/Improvements - Stability fixes - Better error messages - Better deliverability stats for bulk campaigns Features: - Auto responders/Chat bots - MMS templates v435 (published 21st September) Bug fixes -  stability fixes ...
    • How to use custom fields with the Twilio extension

      1. Go to Setup > Developer Space > APIs and click on API names 2. Click on the module you want to send messages to 3. Search for the field you want to use 4. Copy the API name 5. Go to Setup > Marketplace > Installed 6. Click on Settings under the ...
    • Smooth Messenger Setting up for Custom Modules

      It's possible to set up the SMS for Zoho CRM by MessageMedia (Smooth Messenger) extension to work with custom modules. Follow the steps below to get it working: 1. Go to Setup > Developer Space > APIs > API Names and find the API name for your custom ...
    • Fixing "Unknown Created from Inbound Twilio Message" issue

      If you see a lot of new leads/contacts with names like this, it means that you received an inbound SMS from a contact the extension couldn't find in your CRM. Quite often, there is actually a lead/contact in your CRM but their number contains special ...
    • Assign a Twilio From Number based on criteria

      Learn how to assign the ownership of a Twilio From Number based on criteria. 1. Go to Twilio From Numbers module. 2. Select the Twilio Numbers that you want to assign criteria. 3. Look for the "Criteria  For When Number Should Be Used" 4. You can set ...