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:
Call and Messages for WhatsApp
Send a WhatsApp message
Call using WhatsApp

Configure Call and Messages for WhatsApp

Click on your User/Profile icon → select Apps & Integrations → under Communication Apps, click on Call and Message.

OnePageCRM | Apps and Integration page | Under Communication Apps, Call and Message is highlighted with an orange box.


Configure Click to Call Configure Click to Message

Configure Click to Call

1
On the Configuration tab, under Select your preferred call handler → Choose WhatsApp (desktop app) from the dropdown options.

OnePageCRM | Click-to-Call Configuration page | Select your preferred call handler is set to WhatsApp (desktop app)

2
In the field below, the protocol syntax will be added automatically. Ensure to add the phone number associated with your own WhatsApp account between the square brackets and replace the word 'number' → hit Save.

Example: whatsapp://send?phone=[number] → whatsapp://send?phone=[+123456789]

OnePageCRM | Click-to-Call Configuration page | add phone number to protocol syntax

Configure Click to Message

1
On the Configuration tab, under Select your preferred text message handler → Choose WhatsApp (desktop app) or WhatsApp (browser) from the dropdown options.

OnePageCRM | Click-to-Call Configuration page | Select your preferred call handler is set to WhatsApp desktop app or browser

2
In the field below, the protocol syntax will be added automatically. Ensure to add the phone number associated with your own WhatsApp account between the square brackets and replace the word 'number' → hit Save.

Example:
  • WhatsApp (desktop version) - whatsapp://send?phone=[number] → whatsapp://send?phone=[+123456789]
  • WhatsApp (browser) - https://web.whatsapp.com/send?phone=[number] → https://web.whatsapp.com/send?phone=[+123456789]

    • OnePageCRM | Click-to-Call Configuration page | add phone number to protocol syntax

    Send a WhatsApp message

    1
    Open a contact and select the downward arrow (<) beside the phone number you wish to message.

    OnePageCRM | Contact profile | Select the downward arrow next to a phone number.

    2
    From the dropdown select WhatsApp.

    OnePageCRM | Contact profile | Select WhatsApp from the dropdown

    Note: If you don't have WhatsApp set up in your browser, you will be redirected to log in to WhatsApp web or download the desktop app.

    WhatsApp | Log in via displayed QR code or download the desktop app.

    3
    Your WhatsApp window will open with the contact's number so you can type and send your message. 

    WhatsApp window - type message.

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

    Call from WhatsApp

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

    Select contact number to call.

    2
    The + Call option will open automatically → select Call.

    Add a call note.

    The desktop version of WhatsApp will open with the respective contact → select the Voice call icon or Video call icon to initiate a call.

    WhatsApp window - initiate call

    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. 
    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us

    Related Articles