WhatsApp Business Platform Integration plugin for RISE CRM

About WhatsApp Business Platform Integration plugin for RISE CRM

The WhatsApp Business Platform plugin for RISE CRM connects your CRM to Meta’s Cloud API to message customers, leads and staff at scale. It gives medium to large businesses the ability to reach people on the channel they actually prefer. It uses Cloud API and free messaging under WhatsApp Business Account (WABA) limits, so you can start conversations and send notifications about the actions happening inside RISE CRM - invoice generation, proposals, and more - while delivering a genuinely personalized level of service on WhatsApp.

Because the WhatsApp Business API client is hosted on cloud-based servers owned by Meta, you get business-grade messaging without the cost of hosting your own servers, and you can scale your business messaging far more easily.

Automated WhatsApp messages triggered by RISE CRM events

Messages are triggered under your own rules, using a selected trigger point drawn from the most common RISE CRM functions - for example, when a new lead is created or when a new invoice is ready for checkout. You map a WhatsApp template to the moment that matters in your workflow, and the plugin sends it automatically when that event fires.

Supported actions and notifications

Every notification is sent through a template that supports merge fields:

• Leads (new lead creation) - WhatsApp notification to the staff member’s phone number.
• Customers (new customer creation) - WhatsApp notification to the contact’s phone number.
• Invoices (new invoice creation) - notification to the primary contact of the related customer, and to each staff member’s phone number.
• Tasks (new project task creation) - notification to the primary contact of the related customer, and to each staff member.
• Projects (new project creation) - notification to the primary contact of the related customer, and to each staff member.
• Proposals (new proposal creation) - notification to the primary contact of the related proposal.
• Tickets (new ticket creation) - notification to the primary contact of the related ticket, and to each staff member.
• Payments (new payment creation) - notification to the primary contact of the related payment, and to each staff member.
• WhatsApp OTP - one-time passcodes available for staff members, using an already mapped template.

Personalize messages with merge fields

Merge fields (dynamic fields) are available during template mapping for all notifications, so a single template produces a personalized message for each recipient. For any customer notification, the primary contact of the customer is used to receive the message, provided a valid mobile phone number with country code exists in the contact.

Broadcast custom messages to your audience

If you would rather not rely on trigger messages and want to send custom messages in bulk, the Broadcast Messages feature lets you send to your customers, leads, and contacts at scale. Broadcasts support merge fields (dynamic fields) too, so a mass send still reads as a personal message rather than a generic blast.

Statistics and logging

Statistics give you details on your message usage, while a detailed logging area helps you debug possible issues whenever a message fails, so you can quickly track down and fix the cause.

What you need to send messages

To send messages over the WhatsApp Business Platform you will need a name to be displayed in the WhatsApp messages your customers see, a phone number associated with your business account, a WhatsApp Business Account, and a Meta Business Manager. The Cloud API lets you implement WhatsApp Business APIs without hosting your own servers.

You can skip verification of the Facebook App used for sending messages, but doing so limits you to 50 free messages per day until verification is complete. Business Use Case rate limits are defined by Meta.

Documentation and setup

The plugin installs and activates in only a few seconds, and absolutely no coding is required - just follow the instructions and you can be up and running in minutes. Complete step-by-step online documentation is provided, with detailed information and screen-recorded videos to guide you smoothly through installation and setup.

Requirements

The plugin requires RISE CRM v3.x and is compatible with PHP 8.x.