Step 1: Understand the Goal

  • Send WhatsApp messages directly from your CRM (like HubSpot, Zoho, or Odoo).

  • Also integrate with tools like ManyContacts to message multiple contacts at once.

Step 2: Use Webhooks

  • Most CRMs support webhooks (HubSpot, Odoo, Zoho).

  • A webhook sends structured data to a specific URL.

  • This is how your CRM communicates with Chatwith’s servers.

Step 3: Secure It with Authorization

  • Every webhook call must include an authorization token:

    • Usually added in the header.

    • If your CRM doesn’t support headers, include it in the payload.

Step 4: Payload Structure

Your payload includes:

  • to: The recipient’s phone number

  • template: The WhatsApp message template

  • params: Any variables inside the message template

  • manycontacts_api_key: If using the ManyContacts tool

  • Other optional fields depending on your CRM/API needs

Step 5: Use a Template

  • Choose a WhatsApp template (e.g., booking confirmation).

  • Include variables (params) to personalize each message.

  • Remove unused options like buttons to simplify the setup.

Step 6: Test and Send

  • Finalize your payload with the correct fields.

  • Trigger the webhook from your CRM.

  • The message will be sent via WhatsApp to your contact(s).

  • Takes around 10–15 minutes to set up.

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