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How to use WhatsApp for vTiger 7.X / 8.X ?

WhatsApp Integration with vTiger gives you the flexibility to send WhatsApp messages to your customers. You can send WhatsApp messages to multiple records in one shot(obviously you’ve to follow WhatsApp guidelines for the
same). In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Vtiger CRM.

Recommendation on Sending WhatsApp Messages

  • Since Watsapp is very skeptical about numbers that do bulk mailing, following is recommendations:
  • 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
  • From the client side are enough for the number to be blocked.
  • The presence of links in messages increases the likelihood of a ban.
  • 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 as per the WhatsApp Policy, if the number of incoming and outgoing messages is about the same, then you can send a little more than 6000.
  • Use the device on which there were no earlier bans.
  • Receive incoming messages. The more incoming messages, the better. Incoming messages are not counted in the recommendation not to exceed 6000 messages.

WhatsApp message management

Notification

Here we can see the new arrival messages count when any new message comes.

Send/receive messages

Click on module > GoTo Record List > Open record in view There is an option to view “WhatsApp” icon, click on icon to open WhatsApp conversation with contact

Timeline Page Quick Navigations

The timeline view allows you to quickly access various options for WhatsApp Integration in vTiger, making it easy to manage conversations, send messages, and streamline interactions—all in one place.

QuickAccess

QuickAccess in timeline view allow you to quickly access various options of WhatsApp Integration for vTiger

Bulk / Mass message

Bulk/Mass message manage from Other Settings > WhatsApp configuration > Gear Icon > find Mass Message Configuration

Download WhatsApp Contact

Click Download Contacts button to Download contacts.csv file of all your WhatsApp contacts and Import to your respected module of vTiger CRM to Send/Receive WhatsApp messages.

How to Setup WhatsApp Chatbot for vTiger?

Inorder to install Chatbot extension for vTiger Please follow steps below.

How to Use WhatsApp Chatbot for vTiger

Inorder to install Chatbot extension for vTiger Please follow steps below.

Interested to Try WhatsApp Extension? Click Here

Updated on February 4, 2025

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