Automate WhatsApp Business from Your CRM: Practical Guide

In Morocco, WhatsApp is a primary communication channel between businesses and consumers. A significant portion of Moroccan customers prefer messaging for order updates and customer service.

Integrating the EnvoiSMS WhatsApp Business API into your CRM (Salesforce, HubSpot, Zoho, Odoo) allows automated transactional notifications and centralized customer interactions.

### A. Welcome message and lead qualification Trigger instant interactive messages with action buttons when a new lead enters the CRM.

### B. Order tracking and delivery alerts Send pre-approved WhatsApp templates with direct tracking links when order statuses update.

### C. Commercial follow-up Enable sales agents to send follow-up notifications directly from their CRM dashboard.

Business-initiated messages require pre-approved Meta templates.

1. Template creation: Define text and variables in your EnvoiSMS console.
2. Approval: Reviewed by Meta.
3. API call: Your CRM calls /v1/messages with dynamic template parameters.

When a customer responds, a 24-hour service window opens, allowing two-way messaging with free-form text, documents, or media.

WhatsApp Business messaging on EnvoiSMS is billed per message sent (0.33 MAD / message) with no monthly subscription or hidden fees. Managed WhatsApp OTP verification is 0.60 MAD per verification.