What Does Wacto WhatsApp Integration Enable?

Wacto WhatsApp integration allows you to:

• Connect your Wacto WhatsApp account with the CRM
  
• Send WhatsApp messages directly from the CRM
  
• Add approved WhatsApp templates to the Content Manager
  
• Use WhatsApp templates in Lead Box and Journeys
  ‍
  

Part 1: Integrating Wacto WhatsApp with CRM

Before starting the integration, ensure:

• You have access to your Wacto WhatsApp account
  
• You are logged in to the CRM
  
• The API Key is available in your Wacto WhatsApp profile
  

To Generate or Locate the API Key in Wacto WhatsApp, Follow These Steps:

1. Log in to your Wacto WhatsApp account.
   
2. Click your Profile Name in the top right corner.
   
3. Select My Profile.
   
4. Locate the API Key on the profile page.
   
5. Copy the API Key.
   

Keep this page open for reference.

To Integrate Wacto WhatsApp with CRM, Follow These Steps:

1. Log in to the CRM.
   
2. Click the three-line (menu) icon.
   
3. Select Integration.
   
4. Click WhatsApp.
   
5. Locate the Wacto WhatsApp option and click Connect.
   
6. In the pop-up window:
   
   • Paste the API Key copied from Wacto WhatsApp
     
7. Click Save Integration.
   

A confirmation message will appear indicating that WhatsApp has been integrated successfully.

How Can You Verify the Integration?

1. Refresh the Integration page.
   
2. Click WhatsApp again.
   
3. Confirm that the Wacto WhatsApp account shows as connected.
   

Part 2: Creating or Selecting a WhatsApp Template in Wacto WhatsApp

WhatsApp templates are created and managed within the Wacto WhatsApp Templates section and must be approved before use.

To Create or View a WhatsApp Template in Wacto WhatsApp, Follow These Steps:

1. In your Wacto WhatsApp account, navigate to Templates.
   
2. Click Manage Templates.
   
3. To create a new template:
   
   • Click Add New Template
     
   • Enter the Template Name
     
   • Select the Category
     
   • Enter the Message Content
     
   • Add variables and action buttons if required
     
   • Submit the template for approval
     
4. To use an existing template:
   
   • Select the approved template from the list
     

Copy the Template Name and Message Content for use in the CRM.

Part 3: Adding the Wacto WhatsApp Template to CRM Content Manager

WhatsApp templates are added to the CRM using the Content Manager.

To Create a WhatsApp Template in Content Manager, Follow These Steps:

1. Click the three-line (menu) icon in the CRM.
   
2. Select Content Manager.
   
3. Click Create Template.
   
4. Enter the Template Name.
   
   • Use the same name as in Wacto WhatsApp
     
5. Select Template Type as WhatsApp.
   
6. Select Access as Public.
   
7. Click Next.
   

To Validate the Template Name, Follow These Steps:

1. Paste the same Template Name used in Wacto WhatsApp.
   
2. Confirm the green tick mark appears.
   
   • This indicates the template name is valid and recognized.
     
3. Click Next.
   

To Add Message Content and Map Variables, Follow These Steps:

1. Paste the message content copied from Wacto WhatsApp.
   
2. If the template should be used only in the Lead Box:
   
   • Select Model as Lead Box
     
3. Identify variable placeholders in the message.
   
4. Remove placeholder values.
   
5. Insert CRM fields:
   
   • Select Lead Fields
     
   • Choose fields such as First Name
     
6. Add additional values such as:
   
   • Agent Name
     
   • Agent Mobile Number
     
7. Review the content carefully.
   
8. Click Save.
   

The WhatsApp template is now successfully created in the CRM.

Where Can This Template Be Used?

Once saved:

• The template can be used in the Lead Box
  
• The template can be used in Journeys
  
• The same template can also be used for marketing communication, unless restricted by model selection
  

What Is the Benefit of Wacto WhatsApp Integration?

Wacto WhatsApp integration helps teams:

• Centralize WhatsApp communication inside the CRM
  
• Use approved templates safely
  
• Personalize messages using lead and agent fields
  
• Automate WhatsApp messaging
  
• Reduce manual follow-ups and response delays