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WhatsApp Integration

  • Access the Administration section and click on “Manage Organization,” then proceed to select “Integrated Apps.” 
  • To get started, create a WhatsApp account and proceed to download its desktop application and connect your Facebook account with Yoroflow using a single click (SSO) with the credentials (username and password) used for configuration.
  • In this area, you have the option to configure a WhatsApp number through Facebook.

To automatically create a new contact when a message is received from an unknown contact in WhatsApp: 

  • Navigate to Administration > Manage Organization > Integrated Apps > WhatsApp in YoroCRM. 
  • Enable the toggle button next to “Contact Creation.” 

To set up automated actions based on WhatsApp contact creation: 

  • Go to CRM Administration. 
  • Click Automation in the leftside panel. 
  • Create a scenario where, for example: 
  1. When a new contact is added with WhatsApp as the Referral Source, it is automatically added to a specific deal or campaign board. 
  • Enable the toggle button to activate the automation. 

To design WhatsApp sequences using workflow controls: 

  • Navigate to the Campaign or Deal Board and click the Settings icon in the top-right corner of the page. 
  • Select Event Automation. 
  • In the Automations Center, click Process on the left-side panel. 
  • Select Create New Process. 
  • Drag and drop workflow controls such as: Start Task, Message Task, Message Status, Contact Node, and End Task. 
  • Configure each task by selecting Properties and entering the required details. 
  • Yoroflow grants you the capability to send and receive WhatsApp messages from contacts and tasks. 
  • Within the “Activities” tab, you can conveniently review all WhatsApp chat history.
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