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    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
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      • How to write first to WhatsApp or Telegram from Bitrix24
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      • Setting up the chat robot (new robot)
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        • Setting up the chat robot
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      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
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      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
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        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
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    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
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      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
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  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
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How to Send the First Message to a Client via WhatsApp Using Whatcrm

PreviousTemplate creation instructionNextSet up access to WhatsApp connections in Whatcrm web

Last updated 10 months ago

Instructions to Send the First Message to a Client via WhatsApp Using Whatcrm

Important: Ensure that the entity (deal, contact, or organization) has a working phone number correctly listed in WhatsApp. This is crucial for the Whatcrm Web messenger to function properly.

  1. Open the Deal:

    • Start by opening the deal you want to initiate a conversation from. In our example, this is the deal named "Whatcrm number."

  2. Access the Whatcrm Web Application:

    • Click on the three dots (ellipsis) located in the top right corner of the deal interface.

    • From the dropdown menu, select "Whatcrm Web." This action will open a new window of the Whatcrm messenger with the contact associated with this deal.

  3. Compose and Send the Message:

    • In the Whatcrm Web messenger window, you will see the chat interface for the contact.

    • Type your message in the message input field at the bottom of the window.

    • Send the message by either pressing the Enter key on your keyboard or clicking on the airplane icon next to the input field.

Note: You can also start a chat from a contact card or an organization card by following similar steps:

  • Open the contact or organization card.

  • Click on the three dots (ellipsis) in the top right corner.

  • Select "Whatcrm Web" from the dropdown menu to open the Whatcrm messenger and begin your conversation.

By following these steps, you can easily initiate a WhatsApp conversation with your client directly from the deal, contact, or organization page in your CRM system.