Guide for Integrating WhatsApp into Your CRM (No Stripe Required)

This comprehensive guide is designed for users who want to integrate WhatsApp directly into their CRM without using Stripe. This feature is particularly useful for those offering Software as a Service (SaaS) and seeking to include WhatsApp as a communication channel. Whether you're an experienced user or a beginner, this step-by-step guide will show you how to seamlessly integrate WhatsApp into your CRM system. Switching to the Agency Dashboard To access the correct settings, you'll first need to switch to the agency view of the CRM. Step 1: From your main dashboard, switch to the "Agency View." This view enables you to manage SaaS offerings, customize reseller settings, and control sub-accounts efficiently. Adjusting Reselling Settings for WhatsApp Within the agency view, you can modify your reselling configurations to set the prices for WhatsApp as part of your SaaS package. Step 2: Go to the "Reselling" section in the menu on the left-hand side. Here, you can set the pricing for your WhatsApp integration. You have the flexibility to adjust the reseller pricing according to your needs, from $1 to $50, depending on your business model. Activating WhatsApp for a Sub-Account Now that you’ve set your reselling price, the next step is to deploy WhatsApp to a specific sub-account. Step 3: Navigate to "Sub-Accounts" in the agency dashboard and select the account where you want to add WhatsApp. Step 4: Within the chosen sub-account, locate the "WhatsApp Integration" option and click on "Deploy WhatsApp Now." Step 5: To confirm, click on the "Pay Now" button to complete the WhatsApp activation for that particular sub-account. Finalizing WhatsApp Setup After activating WhatsApp, follow these steps to ensure the integration is functioning correctly. Step 6: Switch back to the selected sub-account from the agency view. Step 7: Once inside the sub-account, go to "Settings" and then locate the "WhatsApp" section. Step 8: Click on "Connect to Facebook" and follow the prompts to link WhatsApp with your Facebook Business account, completing the integration process. Troubleshooting and Frequently Asked Questions Q: What should I do if the "Deploy WhatsApp Now" button isn’t working? A: Make sure you're in the correct sub-account and that you have the required permissions. If the issue persists, reach out to customer support. Q: How do I verify if WhatsApp has been successfully integrated? A: After setting up the integration, you should be able to send and receive messages through WhatsApp in the CRM. If this isn’t working, revisit the steps to confirm that everything is correctly configured.