How to Integrate WANotifier with CRM

Integrating WANotifier with your CRM can help streamline communication and ensure that your contacts are properly managed. Here’s a step-by-step guide to achieve this integration.

 

Step 1: Gather Credentials

 

Before starting the integration process, you need to have the following credentials:

 

1. WANotifier Credentials: Username and password.
2. CRM Credentials: Username and password.

 

Step 2: Login to Your CRM Account

 

1. Login to Your CRM Account: Use your CRM credentials to log in.
2. Create a Webhook: Navigate to the module for which you want to create a webhook (e.g., Contacts).

– Go to the settings of that CRM.

– Find the option to create a webhook.

– Specify the URL path where you want the data to be sent.

 

Step 3: Setup Webhook in CRM

 

1. Setup the Webhook URL: Enter the URL path where WANotifier will receive the data.
2. Specify Events: Choose the events that will trigger the webhook (e.g., when a new contact is created or updated).
3. Save the Webhook: Ensure that the webhook is active and properly set up.

 

Step 4: Receive Data from Webhook

 

1. Create a Server Endpoint: Setup a server endpoint to receive the data from the CRM webhook.

– This can be done using various server-side technologies like Node.js, Python, or PHP.

– Make sure your endpoint can parse and handle the incoming JSON data.

 

Step 5: Login to WANotifier

 

1. Login to WANotifier: Use your WANotifier credentials to log in.
2. Navigate to Contacts Module: Go to the Contacts module in WANotifier.
3. Import/Export Option: Look for the Import/Export option within the Contacts module.

 

Step 6: Get API Details for Import

 

1. Find Import API: Within the Import/Export section, find the API for importing contacts.
2. Copy the Webhook URL and API Key: You will need these to send data to WANotifier.

 

Step 7: Format Data for WANotifier

 

1. Format JSON Data: Make sure the data from the CRM is formatted correctly for WANotifier. An example JSON format is as follows:

 

“`json

{

“whatsapp_number”: “+919876543210”,

“first_name”: “John”,

“last_name”: “Doe”,

“attributes”: {

“custom_attribute_1”: “Value 1”,

“custom_attribute_2”: “Value 2”,

“custom_attribute_3”: “Value 3”

},

“lists”: [

“Default”

],

“tags”: [

“new lead”,

“notification sent”

],

“status”: “subscribed”,

“replace”: false

}

“`

 

Step 8: Implement Data Transfer

 

1. Retrieve Data from CRM: Using your server endpoint, retrieve the data sent from the CRM webhook.
2. Format Data for WANotifier: Convert the CRM data to the required WANotifier format.
3. Send Data to WANotifier: Use the WANotifier import API to send the formatted data.

 

import requests

 

url = “https://api.wanotifier.com/v1/contacts/import”

headers = {

“Content-Type”: “application/json”,

“Authorization”: “Bearer YOUR_API_KEY”

}

data = {

“whatsapp_number”: “+919876543210”,

“first_name”: “John”,

“last_name”: “Doe”,

“attributes”: {

“custom_attribute_1”: “Value 1”,

“custom_attribute_2”: “Value 2”,

“custom_attribute_3”: “Value 3”

},

“lists”: [“Default”],

“tags”: [“new lead”, “notification sent”],

“status”: “subscribed”,

“replace”: False

}

 

response = requests.post(url, headers=headers, json=data)

print(response.json())

 

Step 9: Test the Integration

 

1. Create a Test Contact in CRM: Add a new contact in your CRM to trigger the webhook.
2. Check WANotifier: Verify if the new contact appears in WANotifier with the correct details.