Integrations WhatsApp Business Cloud Wortal CRM
WhatsApp Business Cloud + Wortal CRM

Connect WhatsApp Business Cloud and Wortal CRM to Build Intelligent Automations

Choose a Trigger

WhatsApp Business Cloud

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

Enable Integrations or automations with these events of WhatsApp Business Cloud and Wortal CRM

Enable Integrations or automations with these events of WhatsApp Business Cloud and Wortal CRM

Triggers

Message Notification

Message Notification

Triggers when a new message is received.

Request a new Trigger for WhatsApp Business Cloud

Actions

List Templates

List Templates

List Templates available in the specific phone number.

Send Text Message

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

Send Template Message

Send Template Message

WhatsApp

WhatsApp

WhatsApp human inteterface.

Request a new Action for WhatsApp Business Cloud

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Frequently Asked Questions

How do I start an integration between WhatsApp Business Cloud and Wortal CRM?

To start, connect both your WhatsApp Business Cloud and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Wortal CRM (or vice versa).

Can we customize how data from WhatsApp Business Cloud is recorded in Wortal CRM?

Absolutely. You can customize how WhatsApp Business Cloud data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between WhatsApp Business Cloud and Wortal CRM?

The data sync between WhatsApp Business Cloud and Wortal CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WhatsApp Business Cloud to Wortal CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WhatsApp Business Cloud and Wortal CRM?

Yes, you can set conditional logic to control the flow of data between WhatsApp Business Cloud and Wortal CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

WhatsApp Business Cloud

About WhatsApp Business Cloud

WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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