WhatsApp via Twilio
The world’s most popular messenger app is now a part of amoCRM! Here is a brief guide on how to integrate WhatsApp allowing you to capture leads and have WhatsApp conversations directly from amoCRM.
Note: This integration is supported through Twilio as WhatsApp has provided access to its API only to a limited list of intermediaries. Twilio is one of them, and this integration enables you to use WhatsApp in the most convenient way with amoCRM.
How to integrate WhatsApp via Twillio
Let’s get started and set up WhatsApp widget step by step!
Step 1: Create a Twilio account
Step 2: In the Twilio dashboard select – Programmable SMS
Select WhatsApp 🡪 Senders. Click on “Sign up to receive Updates”
Step 3: Fill out the Twilio request for a WhatsApp number.
Note: Once you have filled out the request you might have to wait up to 2 weeks in order to have it approved. Facebook Business Verification is also required.
Once approved, your phone number will be visible in the sender’s section.
Step 4: Install the “WhatsApp via Twilio” integration in your amoCRM account.
Copy the Account SID and AUTH Token from your Twilio Account Dashboard and add them to amoCRM. Add your WhatsApp approved number and click save.
Step 5: Copy the Messaging endpoint link and paste it in your Twilio account, WhatsApp 🡪 Senders 🡪 Configure. Once you added the link in both fields, click on Configure.
Go back to amoCRM and click on Save.
Add the integration as a Lead Source in the Settings of your Digital Pipeline. Click on Add Source, and then Add the WhatsApp widget. You will see the icon appear in the added sources.
You have now successfully installed the 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 choose the contact’s name
-
Enter your message or choose a template
- Press Send
In order to make the most out of it, make sure to read Twilio’s rules, fees and limitations in regards to WhatsApp numbers.
Need more help in setting up or troubleshooting? Contact us by sending an email to support@amocrm.com or write to us on Facebook.
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