The #1 vtiger whatsapp integration provider
Grow Your Business by Managing WhatsApp Conversations in Vtiger CRM
Instantly transform how you engage customers with the reliable vtiger WhatsApp Integration. Eliminate missed opportunities, centralize every conversation log, and drive measurable business results securely, all from your trusted Vtiger CRM dashboard.
Centralized Communication
All Conversations in One Place
Manage every WhatsApp chat directly inside Vtiger CRM. Keep your sales, support, and marketing teams aligned with a single, organized view of client interactions.
Faster Response, Better Engagement
Respond in Real Time
Boost customer satisfaction with instant replies and automated templates. Ensure no message goes unanswered and strengthen client trust.
Deliver a 5-Star Customer Experience
Turn Chats into Opportunities
Instantly reach all your customers globally and ensure your important updates, offers, and confirmations are seen where they spend the most time.
The #1 Certified Provider
Why Vtiger Whatsapp integration
Chat with every customer directly inside vtiger CRM using vtiger WhatsApp integration. Eliminate switching apps and keep all sales and support teams aligned.
Two-Way Messaging
Send and receive WhatsApp messages directly inside Vtiger CRM. No more switching between apps – keep all customer conversations in one place.
Template Messaging
Use pre-approved WhatsApp templates for quick updates like order confirmations, payment reminders, and follow-ups – all automated from CRM.
360° Customer View
Every WhatsApp chat is linked with the customer’s Vtiger record. Your team can view history, notes, and interactions in one unified timeline.
Multi-User Access
Assign chats to sales, support, or service teams. Multiple agents can manage customer queries simultaneously with complete visibility.
Automated Notifications
Trigger instant WhatsApp alerts for leads, deals, or service tickets – ensuring customers never miss an important update.
File & Media Sharing
Communicate with leads and customers on WhatsApp directly from your CRM — no app switching, no missed conversations.
Pricing
Communicate with leads and customers on WhatsApp directly from your CRM — no app switching, no missed conversations.
Unlimited Users
Communicate with customers on WhatsApp directly from Vtiger CRM
Cancel anytime
Communicate with customers on WhatsApp directly from Vtiger CRM
How Vtiger WhatsApp integration works
Install the Module
Install it just like any other vtiger module via the Module Manager in your CRM. This places the necessary files and fields into your system, preparing it for the API connection.
Set Up Twilio Sender
Add your WhatsApp Sender in the Twilio Console. This involves configuring your WhatsApp Business Profile with Twilio and obtaining the necessary Account SID and Auth Token to establish the connection.
Configure Credentials in CRM
Configure these credentials (API details) in your vtiger CRM settings. Input the Account SID and Auth Token into the new WhatsApp Configuration panel within vtiger to instantly activate the integration.
Understanding WhatsApp's Mandatory Message Template Policy
To ensure compliance and a great user experience, WhatsApp requires the use of pre-approved Message Templates to start any new conversation with a customer outside of the 24-hour response window.
When submitting your templates to WhatsApp, please be aware that they can be rejected if they are too generic. A very common reason for rejection is:
The template has too many variables (placeholders) relative to the fixed content.
To ensure successful approval, make sure your template has enough static text to clearly provide context and explain the purpose of the message. Templates that are mostly variables may be flagged as potentially spammy or overly vague.
Improve your CRM Productivity
Leverage the speed of WhatsApp with the power of vtiger CRM. Automate communications, ensure timely follow-ups, and boost your team’s efficiency instantly.
Create Unlimited Message Templates
Design and deploy unlimited custom WhatsApp Templates directly within vtiger. Create specialized messages for sales, service, or reminders. After simple Meta approval, you can deploy them instantly.
Automated Alerts & Notifications
Automatically send timely vtiger notifications and alerts like overdue invoices, support ticket assignments, or payment confirmations to customers and team members directly via WhatsApp.
Message scheduler
Plan and schedule sales follow-ups, promotional messages, and appointment reminders directly from vtiger. Send bulk messages or individual, personalized communications
Discover why we’re the trusted Vtiger CRM experts.
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14 Years of Expertice
Proven Expertise delivering CRM success.
120+ Global Businesses
Trusted by Global Businesses for consultation and strategy.
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Recognized Leader
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Recommended by CRM Consultants Business Owners Tech Agencies CRM Owners IT Managers Sales Teams Support Teams Marketing Professionals around the world
Frequently Asked Questions?
This integration allows your team to communicate directly with customers via WhatsApp inside your Vtiger CRM interface. All inbound and outbound messages are instantly logged against the corresponding Contact, Lead, or Organization record, ensuring a complete communication history.
Yes, this integration requires you to have a verified WhatsApp Business API account (also known as a WhatsApp Business Platform account). It is not compatible with the standard WhatsApp or WhatsApp Business App.
The Vtiger Whatsapp integration features a quick and easy setup. It involves connecting your WhatsApp Business API account credentials to the vtiger module. Comprehensive, step-by-step documentation is provided to guide your team through the process, minimizing downtime.
Yes. All message data transmitted between WhatsApp and vtiger is handled securely via the official WhatsApp Business API, ensuring that your customer conversations and data logs remain private and compliant with data security standards.
The integration works with the Open Source versions of vtiger, covering all releases from vtiger 7 to vtiger 8.
