- Access the Administration section and click on “Manage Organization,” then proceed to select “Integrated Apps.”
- To get started, simply connect your Meta Business Account to Yoroflow with a single click (SSO) using the same username and password you used for configuration.
Generate System Access Token from Meta Business Suite
- Open Meta Business Suite.
- Create a System User using your email ID.
- Select the Apps for which you want to generate the token.
- Assign the required permissions:
- Business Management
- Whatsapp_business-management
- WhatsApp business-messaging
- Once done, verify the account using your email id
- Copy the generated token.
- Return to your Yoroflow account.
- Paste the token into the designated field and Save it.
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 left–side panel.
- Create a scenario where, for example:
- 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.
- You can attach files either from YoroDrive or from your local device to send through WhatsApp.
- Within the “Activities” tab, you can conveniently review all WhatsApp chat history.
