- 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 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.
- Within the “Activities” tab, you can conveniently review all WhatsApp chat history.
