WhatsApp via Gupshup
The world’s most popular messenger app is now a part of amoCRM! Here is a brief guide on how to integrate WhatsApp for Business allowing you to capture leads and have WhatsApp conversations directly from amoCRM.
Note: This integration is supported through Gupshup as WhatsApp has provided access to its API only to a limited list of intermediaries, including Gupshup.
This integration enables you to use WhatsApp with amoCRM the most convenient way.
How to integrate WhatsApp via Gupshup
Let’s get started and set up WhatsApp widget step by step!
Step 1: Create a Gupshup account
Step 2: In the Gupshup dashboard select – Create your first app
Select the type of app you want to create. Click on “Access API”
Step 3: Choose a name for WhatsApp messaging app
After submitting the name, scroll down and click “Next”
The last step in this stage would be scrolling down and clicking on “Go to dashboard”
Now it’s time to go live and fill out all the necessary information.
Step 4: Read the checklist and prepare everything that’s needed before clicking I’m ready”.
Follow all the steps and complete verification.
Step 5: When your app goes live you need to install the “WhatsApp via Gupshup” integration in your amoCRM account.
Copy your API key from from your Gupshup Account Dashboard and past them to amoCRM:
Step 6: Copy the Callback URL and paste it in your Gupshup account:
WhatsApp Dashboard 🡪 Settings 🡪 Callback URL / Link your Bot. Once you add the link, click on “Go to Dashboard”.
Add the integration as a Lead Source in your Digital Pipeline setup. Click on Add Source and select the WhatsApp widget. You will see the icon appear in the added sources.
Now you have successfully installed WhatsApp integration for amoCRM!
How to use WhatsApp with amoCRM
Using WhatsApp for business is next gen when it comes to customer engagement: you can connect with leads and customers ultra-fast, cut through the formalities for better rapport and give your clients the convenience of contacting you on their terms.
The newly connected WhatsApp widget is now a source of new leads that will automatically show up in your pipeline under the Incoming Leads stage.
Here is an example of an incoming lead through WhatsApp integration:
To answer the lead’s message:
- Open the lead card
- Choose Chat in the message box, and specify the contact’s name
- Enter your message or choose a ready template
- Press send
In order to make the most out of it, make sure to read Gupshup’s rules, fees and limitations in regards to WhatsApp numbers.