Step-by-Step Guide to Configure BizCRM WhatsApp Integration Settings

STEP 1: Click on "Settings" in the BizCRM Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" option highlighted in red.
• This will take you to the settings configuration page for further adjustments.

Make sure to follow the next step to access "BizCRM WhatsApp Settings."

STEP 2: Click on "BizCRM WhatsApp Settings"

• Navigate to the Company Settings page.
• Locate and click on BizCRM WhatsApp Settings in the left sidebar.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step for further configuration.

STEP 3: Select BizCRM WhatsApp Settings

• Click on the BizCRM WhatsApp Settings tab to access the configuration options.
• Review the settings available, including toggles for creating lead source groups and adding clients to WhatsApp groups.
• Ensure to fill in the required fields marked with an asterisk (*) for proper configuration.
• Proceed to enter the BizCRM WhatsApp Api Key in the next step.

STEP 4: Enter BizCRM WhatsApp Api Key

• Click on the "BizCRM WhatsApp Api Key" field to input your API key.
• Ensure the field is filled correctly as it is essential for WhatsApp integration.
• Review other settings below for additional configurations.
• Save your changes after entering the API key.

STEP 5: Turn on "Do you want to create Lead Source Group in BizCRM WhatsApp"

• Click on the toggle next to "Do you want to create Lead Source Group in BizCRM WhatsApp?" to enable this feature.
• Ensure the toggle is set to the 'on' position to create a lead source group.
• Review other related options below for additional settings.

STEP 6: Click on "Sync Existing Lead Contacts to BizCRM WhatsApp"

• Navigate to the BizCRM WhatsApp Settings page.
• Locate the highlighted option: Sync Existing Lead Contacts to BizCRM WhatsApp.
• Click on this option to initiate the synchronization process.
• Ensure any required settings are configured before proceeding.

STEP 7: Turn on "Do you want to automatically add BizCRM Leads to BizCRM WhatsApp group?"

• Click on the toggle next to "Do you want to automatically add BizCRM Leads to BizCRM WhatsApp Group?" to enable this feature.
• Ensure the toggle is set to the "on" position (usually indicated by a color change).
• This setting allows automatic addition of leads to the WhatsApp group, streamlining communication.

STEP 8: Click on "Do you want to create Client Group in BizCRM WhatsApp?"

• Locate the option labeled "Do you want to create Client Group in BizCRM WhatsApp?" in the settings.
• Click on the toggle switch to enable or disable the feature.
• Ensure the setting aligns with your preferences for managing client groups in WhatsApp.
• Proceed to the next step by clicking on "Sync Existing Clients to BizCRM WhatsApp."

STEP 9: Click on "Sync Existing Clients to BizCRM WhatsApp"

• Navigate to the BizCRM WhatsApp Settings page.
• Locate the option labeled "Sync Existing Clients to BizCRM WhatsApp" highlighted in red.
• Click on this option to initiate the synchronization process.
• Ensure that any required settings are configured before proceeding to the next step.

STEP 10: Turn on "Do you want to automatically add BizCRM Clients to WhatsApp group"

• Click on the toggle next to "Do you want to automatically add BizCRM Clients to BizCRM WhatsApp Group?" to enable this feature.
• Ensure the toggle is set to the 'on' position.
• Review other settings if necessary before proceeding.
• Next, click on the "Save" button to apply your changes.

STEP 11: CLICK on "Save Button"