WhatsApp (Click-to-Call)
WhatsApp is a messaging and voice-over-IP service owned by Meta. It lets you send texts and voice messages, make calls, and share files.
You can now use WhatsApp directly from your OnePageCRM account to save time and reduce clicks.
In this article:
| Configure Calls and Messages for WhatsApp |
| Send a WhatsApp message |
| Call using WhatsApp |
Configure Call and Messages for WhatsApp
| Configure Click to Call | Configure Click to Message |
Configure Click to Call
Click-to-Call lets you open your WhatsApp account to initiate a call by clicking on the contact’s phone number in OnePageCRM.
💡 Enable the Quick button to make a call more quickly.
Configure Click to Message
Click-to-message lets you send a WhatsApp message by clicking on the contact’s phone number in OnePageCRM.
💡 Ensure to enable the WhatsApp Quick button.
Send a WhatsApp message
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💡 If you're using the desktop version, you will have the option to call from here, too.
💡 Create text message templates for a quick outreach to contacts.
💡 If you are not signed in, you’ll be redirected to log in to WhatsApp Web or download the desktop app.
Call from WhatsApp
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💡 Enable the Quick button to make calls more quickly.
💡 The country code is required for all numbers to use the feature.
💡 The "+" before the number is optional. It cannot be replaced by 00 (double zero).
💡 WhatsApp messages and calls are not recorded automatically in OnePageCRM.
💡 The WhatsApp desktop app is needed to make calls.