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Note : Standard message templates from Twilio need to be approved by WhatsApp.Ĭreating and Setting up Message Templates Step 1: Enable your WhatsApp account with Twilioįollow these steps to connect WhatsApp with Twilio:

Step 4: Configuring WhatsApp in Vtiger CRM.

Step 1: Enable your WhatsApp account with Twilio.

To integrate and use WhatsApp and Twilio with Vtiger CRM, you need to: You must have a Twilio as well as a business manager account with a WhatsApp account to integrate WhatsApp with Vtiger CRM. Integrating WhatsApp and Twilio with Vtiger CRM Feature AvailabilityĬlick here for the availability of WhatsApp Integration features for different editions of Vtiger CRM. You need to have a Facebook Business Manager account.Ĭlick here to create Facebook Business Manager ID.

To integrate WhatsApp with Twilio and use it with Vtiger CRM:

For other CRM modules: Send messages to the phone number of the related contact listed in the CRM.

For Contacts and Vendors modules: Send messages directly to the phone number of the contact or vendor.