myCRMWhatsApp Installation and Setup
Step-by-Step Guide to Connect WhatsApp to myCRMSIM Account
Requirements:
- MyCRMSIM account
- WhatsApp installed on your phone, this can be an iPhone or Android phone
- An Android phone set up for SMS (only required if using SMS as a backup)
- Access Integration Settings:
- Log in to your MyCRM account using your admin credentials.
- Navigate to the **Integration** section.
- Connect to CRM:
- If not already connected, click on **Connect to your CRM**.
- Follow the prompts and select all necessary options.
- Link Sub-Account SIM:
- Go to your **Sub-Account SIM**.
- Click on **Connect Locations** and link your desired locations.
- Ensure that your sub-account is connected to the myCRMSIM custom provider in the settings.
- Manage Subscriptions:
- If necessary, purchase a subscription via the myCRMSIM website.
- Adjust the quantity as needed, or set it to zero to cancel.
- Connect WhatsApp:
- Click on **Connect WhatsApp**.
- Choose one of the following methods:
- Connect Now:
- Scan the displayed QR code with your phone.
- Send Link:
- Enter the client's email, select WhatsApp, and send the connection email.
- Link Device to WhatsApp:
- Open WhatsApp on your phone.
- Tap on the three dots at the top right and select **Linked Devices**.
- Tap on **Link a Device** and scan the QR code displayed on your computer screen.
- Verify Connection:
- Refresh the MyCRMSIM page to confirm that WhatsApp is now connected to your account.
- Configure Messaging Preferences:
- Choose between sending:
- WhatsApp only (can be iPhone or Android)
- WhatsApp with SMS as a backup (requires Android phone)
- WhatsApp and SMS together
- Send Messages:
- Go to your contacts and send messages through the selected channels.
- Confirm that the messages are sent and received on the respective devices.
- For SMS as a backup, an Android phone with a MyCRMSIM card is necessary.
- Consult the knowledge base for detailed SMS setup tutorials if needed.