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WhatsApp Integration with vTiger (one week-Free trial)

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WhatsApp integration with vTiger supported for vTiger 7.1 and 7.2 gives you the flexibility to send/receive WhatsApp messages to your prospects, customers, or vendors.

There are major aspects that have been achieved from this integration, as below:

  • One-to-one communication between user and customer
  • WhatsApp message Integrated with Workflow to send automatic messages on workflow triggers
  • Send WhatsApp messages to multiple records in one shot (obviously, you’ve got to follow WhatsApp guidelines for the same). 

Click here to get the end-to-end user manual for vTiger WhatsApp Integration.

1. Multi-device support : Select this option when you enable multi-device support
for WhatsApp. Click here for more information.

Features of WhatsApp Integration

    • 1. Send or receive a message from an individual record
    • 2. Send multiple messages
    • 3. Send a message from the workflow
    • 4. Global WhatsApp messaging
    • 5. Ac (history of all updates)
    • 6. Global WhatsApp messaging is categorized into 3 sections.
      • 1. New messages
      • 2. Unknown numbers
      • 3. Module (Leads/Contacts/Org./Vendors) messages

     

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Description

Recommendation on Sending WhatsApp Messages

  • Since Watsapp is very skeptical about numbers that do bulk mailing, the following are recommendations:
    • You may not send advertising, marketing, or promotional messages. 
    • Send no more than 5–10 messages per minute, i.e., send messages in batches, not all at once.
    • Take into account the reaction of users to the message. Usually, 10 clicks on the “Spam” button
    • WhatsApp has no physical limit on the number of messages, as per their policy, but there is a recommendation not to exceed certain messages per day. Again, this will be per the WhatsApp policy.

 Note : Following are the important notes on WhatsApp vTiger integration from CRMTiger.

  • One WhatsApp number for the entire CRM, and all users of CRM can send or receive WhatsApp to the assigned record against the global WhatsApp number set in CRM.

If you want to change your WhatsApp number, simply rescan the QR code from WhatsApp on your phone by opening Settings > WhatsApp Web > Scan the QR code by going to the “WhatsApp Configuration” page.

Additional information

WhatsApp Type

Multi Device support

Installation

1. Download zip file by clicking on Link which you’ve received in Email
2. Follow below steps to Install Extension in CRM based on Version
3. Login using Admin Credential
4. Menu > Settings > CRM Settings > Module Management > Modules > Import Module
from Zip > Select zip file & check checkbox > Click Import > Accept the license Agreement > Import Now

Compatibility

Version compatibility : Upto version 7.1

Release Notes

Release version 1.0.1 – Beta release of WhatsApp Integration
Features : get from product page feature list provided

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