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Whatsapp For Lead Generation

Incoming messages from whatsapp will create a new lead until a lead is open all messages will be noted under the same lead. once a lead is closed then new messages will create a new lead

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Overview

Incoming messages from whatsapp will create a new lead until a lead is open all messages will be noted under the same lead. once a lead is closed then new messages will create a new lead

Whatsapp For Lead Generation Features


Robust, Reliable and Server based

Bi-directional can send & receive messages from whatsapp in Odoo

Create new lead for Incoming messages

Merge communication in existing Lead if its open

Configuration:

Step 1: It is difficult to get a signup for WhatsApp for business directly and get access to the API as the signup process takes too long. Hence, it is better to sign up for third party whatsapp API services as Chat API. Also selenium could be used for free but it is not robust and reliable and cannot handle large volumes of load. You need to signup for Chat Api account on https://app.chat-api.com/login

First we have to login into whatsapp chat api using https://app.chat-api.com/login. We get a whatsapp instance id & whatsapp token.

Odoo Interface :-

Step 1: Go to General Settings and Paste the credentials for Whatsapp Instance and Whatsapp token copied from whatsapp chat api.


Step 2: Click on Get QR Code & scan QR code from mobile Whatsapp Web.


Step 3: After you scan the QR code from your mobile, it is authenticated.


Step 4: For initiation of consumer interest or enquiry into products or services of a business through WhatsApp chat.


Step 5: Conversion between Owner and customer.