WhatsApp vtiger CRM Demo [API used for Business Account]

Опубликовано: 09 Май 2025
на канале: Your CRM Expert

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A demo on how to stay in touch with your customers using WhatsApp integrated within vtiger crm using the twilio platform.

Receive and respond to WhatsApp messages directly from vtiger crm. When a potential customer contacts you communicated directly from crm. Send Quotes, Invoices etc. to customers directly or based on workflows.
Improve your contact management and increase sales using vtiger Messenger Based Sales approach.

Thinking of using WhatsApp API for your business but confused on what it is or how it works? This Ultimate Guide to WhatsApp Business API answers all your questions! We show in this video:
✳️ End User functionalities in Vtiger crm to use WhatsApp integration
✳️ WhatsApp Messaging
✳️ WhatsApp Template
✳️ WhatsApp business chat
✳️ Print Templates to use workflow based messages to send pdf
✳️ Multiple users using single WhatsApp business account
✳️ How your contacts will received the WhatsApp messages in their smartphone
✳️ Single inbox type view for teams to see all the WhatsApp messages received and send
✳️ WhatsApp API Account from twilio

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Your CRM Expert

p.s: In the video between 3:26 and 3:28 mm its mentioned that there is no way to directly generate quote and send it on whatsapp from vtiger. Please read that as it is possible. You can use print template on the whatsapp page in quote module to send a quote directly instead of downloading and sending it. Thanks for reading this note.