How to send messages and call from WhatsApp

WhatsApp is a cross-platform centralized messaging and voice-over-IP service owned by Facebook, 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

1
Open a contact and select the  downward arrow beside the phone number you wish to message. 
2
From the dropdown select Message (WhatsApp).

Note: If you don't have WhatsApp set up in your browser, you will be redirected to download it.
3
Your WhatsApp window will open with the contact's number so you can type and send your message. 
Note: 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.

1

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

2
  Under Configuration, go to Select your preferred call handler → Choose Custom from the dropdown options. 
3
Insert your Whatsapp  protocol syntax:  https://api.whatsapp.com/send?phone=[number] → Hit Save

Call from WhatsApp

1
Once you set up WhatsApp as your Click to Call, you can open a contact and select the phone number you wish to call.

2
The Add Call option will open automatically → Select Call → Your WhatsApp window will open with the phone number ready to call.
NOTES
  • WhatsApp messages and calls will not be stored in your OnePageCRM account. 
  • You can only call from the desktop version of WhatsApp. 

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