How to send messages and call from WhatsApp

WhatsApp is a cross-platform centralized messaging and voice-over-IP service owned by Meta, Inc. It allows users to send text messages and voice messages, make voice and video calls, and share images, documents, user locations, and other content.

To help you save time and reduce clicks when texting and calling, you can now use WhatsApp directly from your OnePageCRM account.

In this article:
Send a WhatsApp message	Configure Click to Call
Call using WhatsApp

Send a WhatsApp message

Open a contact and select the downward arrow beside the phone number you wish to message.

Select a phone number from a Contact View.

From the dropdown select WhatsApp.

Select WhatsApp from the dropdown

Note: If you don't have WhatsApp set up in your browser, you will be redirected to download it.

Download WhatsApp screen.

Your WhatsApp window will open with the contact's number so you can type and send your message.

WhatsApp window - type message.

Notes:

If you're using the desktop version, you will have the option to call from here too.

Configure Click to Call

If you wish to have Whatsapp as default when you click on phone numbers in OnePageCRM, you need to first set up Click to Call.

Go to your User Profile/ Initials (top right) → Apps & Integrations → Click Call under Communication Apps.

Under Configuration, go to Select your preferred call handler → Choose Custom from the dropdown options.

Select Custom option in Click-to-Call

Insert your Whatsapp protocol syntax: whatsapp://send?phone=[number] → Hit Save.

Call from WhatsApp

Once you set up WhatsApp as your Click to Call, you can open a contact and select the phone number you wish to call.

Select contact number to call.

The + Call option will open automatically → Select Call → Your WhatsApp window will open with the phone number ready to call.

Add a call note.

Notes:

All numbers should be prepended with the country code. It won't work otherwise.
The + special character before the number is optional. It cannot be replaced by 00 (double zero).
WhatsApp messages and calls will not be stored in your OnePageCRM account.
You can only call from the desktop version of WhatsApp.