WhatsApp Wati Integration

For WhatsApp integration in OneHash CRM through Wati.io you must have a valid Wati CRM subscription.

Go to Wati.io and click on “Start Free Trial”



And signup to create a new Wati Account.



Wati provides 2 types of service “Wati CRM” and “WA API GateWay”. But you must have “Wati CRM” subscription to be able to integrate WhatsApp with OneHash.

Once you login and have subscribed to Wati CRM, you will find the Access Token And API Endpoint in Documentation Page.



Now in OneHash CRM, go to “Wati Settings” and fill following details…
Access Token,
API Endpoint,
Broadcast Name( can be any name you like and will be used for sending messages )
Add Contact Parameters ( Optional: these are tags that will be attached with the contacts saved in Wati)
Number of Templates( Default: 0, this tells the system how many templates to fetch when you click on button “Fetch Templates”. Max value is 250)
Number of Contacts( Default: 0, this tells the system how many contacts to fetch when you click on button “Fetch Contacts”)



Now click on Fetch Templates button, to fetch all the approved WhatsApp Templates from Wati CRM to OneHash CRM. The number of templates mentioned in the field “Number of Templates” will be fetched, rest will be ignored. Maximum number of templates possible is the limit defined by WhatsApp. To fetch all templates, keep value default to 0.



Click on Fetch Contacts button, to fetch all the WhatsApp Contacts from Wati CRM to OneHash CRM. To fetch all contacts, keep value default to 0.



Below image shows the Contact tags associated with Wati Contacts in Wati CRM.

Was this article helpful?
Cancel
Thank you!