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