• CRM Whatsapp Integrations
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  • About Module


    Nowadays, WhatsApp is frequently used. Many communications take place on WhatsApp. Currently, in odoo, there is no feature where you can send Opportunity/Lead details direct to customers WhatsApp. Our module will provide that feature. You can send Opportunity/Lead details direct or manually to the customer's WhatsApp. You can track sent messages in chatter.





    Features


    • 1) Display in Chatter Message - Easy to track send the message which is sent in WhatsApp.
    • 2) Easy to send Opportunity/Lead details to customer's WhatsApp in a single click.
    • 3) Easy to send Opportunity/Lead to more than one customer Whatsapp in a single click.
    • 4) Easy to attach files (image, product brochure, price list, etc) with a message.

    Versions


    • v13.0
    • v12.0
    • v11.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_crm_whatsapp_integration’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_crm_whatsapp_integration’.

    7) Click on ‘Install’ to install it.

    Workflow


    In "User", enable the "CRM Whatsapp Feature" option.

    In CRM configuration Setting enable given options for whatsapp.

    Set the signature in the message,
    1) Go to Preferences.

    2) Add Signature.

    The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.

    This page will open by clicking the WhatsApp Number menu and fill the detail and click send.

    After clicking the send button you will see this WhatsApp confirmation page.

    This is the output shown in the WhatsApp messenger.

    In Lead you can send message on customer whatsapp direct, Just click 'Whatsapp' icon beside of mobile numbers.

    After click on whatsapp icon this wizard will appear, where you can write message for customer. and click 'Send'

    After that whatsapp confirmation wizard will appear and click 'Send'.

    After that message sent to customers whatsapp.

    You can tract that in chatter also.

    In contact there is 'Whatsapp' icon which is placed beside of mobile number.

    After click on icon you will see this wizard where you can write message. and click 'Send'.

    After click 'Send' Whatsapp confirmation page will appear. click 'Send'.

    After clicking send you will see output in whatsapp messanger like.

    Support

    You will get free support and assistance in case of any issues