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  2. Whatsapp Integration for vTiger
  3. Install VTiger Extension for version 6.X

Install VTiger Extension for version 6.X

  1. Login using Admin User Credential
  2. Click on Gear Icon Top right corner > CRM Settings > Studio > Module Manager > Import from Zip > Select zip file & check checkbox > Click Import > Accept the license Agreement > Import Now
  3. Once WhatsApp extension Installed Click on Gear Icon Top right corner > CRM Settings > Integration > Click on WhatsApp Configuration
  4. Click on WhatsApp Configuration Page will display “License key setup” page to add/edit license key provided by CRMTiger.comlicense-configuration
  5. Once License Key has been registered it will display following page to configure WhatsApp before send/received WhatsAppwhatsapp-license-configurationField information of WhatsApp configuration page.
      • APIKey : Enter API Key will be provided by CRMTiger team
      • Scan QR Code : Click on Scan QR Code and follow the instructions below in GIF Image.WhatsApp-Integration
      • Country code : This is the important setting before you start WhatsApp integration, If you’ve some record of having a phone number without country code.
        • Record without country code as a prefix : In this scenario select country code if you want to apply country code as a prefix to all “Phone number” of all modules where you’ve enabled WhatsApp Integration. So whenever a WhatsApp message sent out from CRM it will add Prefix because WhatsApp required “Country Code ” to send a message to contact.For example : If record phone number is “987654321” and country code is “+1” than WhatsApp number become “1987654321”
        • Record without country code as a prefix : In this scenarios keep country code field “Blank”
      • Allow access to users : Select users or groups under users to provide access to WhatsApp to send/receive WhatsApp messages across multiple modules.
      • Active : Allow to enable or disable access of WhatsApp from all users
  6. Allow modules to integration with WhatsApp integrationaccess-module-to-whatsapp
    • In “Access modules to WhatsApp” click onaddto add modules to provide access to display WhatsApp icons to send/receive WhatsApp messages.Select
    • “WhatsApp # field” field from “Access modules to WhatsApp” to allow which fields in selected modules to be considered as WhatsApp field.

WhatsApp user guide for vTiger 7.x

Updated on July 21, 2020

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