Set Up WhatsApp for Internal Notifications
What Are WhatsApp Internal Notifications?
WhatsApp Internal Notifications allow your team to receive real-time updates directly in WhatsApp for events that occur within the CRM. This feature adds WhatsApp as an optional delivery channel alongside existing methods like in-app alerts, email, and SMS. Each user can customize which specific events trigger a WhatsApp message, helping your team stay informed even when not actively using the CRM.
Benefits of Using WhatsApp for Notifications
- Faster Response: Real-time alerts help reduce delays in addressing important events.
- Improved Accountability: Notifications for mentions, assignments, and reminders ensure tasks are not overlooked.
- Flexible Delivery: Choose WhatsApp, in-app, email, or SMS—or a combination—for each event type.
- Stay Connected Anywhere: Receive updates even when away from your computer or email inbox.
- Customizable Settings: Enable only the notifications that matter to you to avoid unnecessary alerts.
Supported Notification Types
You can receive WhatsApp notifications for the same event categories already available in your notification preferences:
- Conversations: New messages, mentions, and assignments.
- Tasks: New or updated tasks, reminders, and daily summaries.
- App & Integrations: Events like reviews, purchases, or calendar disconnections.
Each sub-category can be configured individually to use WhatsApp or other channels.
How to Configure WhatsApp Notifications
Step 1: Access Notification Settings
Go to Settings → My Profile → Notifications.
Step 2: Enable WhatsApp Channel
Under Notification Channels, toggle the WhatsApp option to On.
Step 3: Select Events for WhatsApp
For each category (Conversations, Tasks, App & Integrations), check the specific events you want to receive via WhatsApp.
Step 4: Save Changes
Click Save in the bottom-right corner to apply your preferences.
Frequently Asked Questions
Can I take action directly from a WhatsApp notification?
No, WhatsApp notifications are for awareness only. Use the included link or open the CRM app to reply, assign, or complete the item.
Will I receive duplicate alerts if I enable multiple channels?
Yes, each enabled channel will send its own alert. It’s best to choose a mix that fits your workflow—for example, using WhatsApp and in-app alerts only for critical events.
Are these notifications sent to contacts or customers?
No, these alerts are internal and intended only for team members using the CRM.