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Clevertap – WhatsApp Integration
customers expect instant communication. Emails often go unread, phone calls may be missed, but WhatsApp is where your customers are most active. That’s why businesses using Clevertap CRM can gain a massive edge by integrating WhatsApp.
With Clevertap – WhatsApp Integration, you can automate customer conversations, improve engagement, and streamline lead management directly within the CRM. This powerful integration ensures you never miss a lead and always stay connected with your prospects in real time.
Features of Clevertap WhatsApp Integration
- Automated Messaging – Send instant greetings, confirmations, and follow-ups.
- Template Messages – Use pre-approved WhatsApp templates for notifications and alerts.
- Two-Way Conversations – Chat with leads directly from your Clevertap dashboard.
- Media Sharing – Share product catalogs, brochures, images, and payment links.
- Analytics & Tracking – Measure open rates, response times, and campaign performance.
Business Use Cases
- Real Estate – Send property details, brochures, and site visit reminders.
- Education – Share course brochures, admission updates, and fee reminders.
- Healthcare – Send appointment reminders and prescription refills.
- E-commerce/Retail – Share order updates, delivery confirmations, and festive offers.
- Financial Services – Provide loan application status and payment alerts.
Step-by-Step Guide
1. Set Up WhatsApp Provider In CleverTap Dashboard
1. Navigate to Settings > Channels > WhatsApp> WhatsApp Connect from the CleverTap dashboard.
2. Click + Add Provider and select Generic (Other) from the dropdown.
3. Enter the following details:
| Field | Description |
|---|---|
| Provider | Select Other (Generic) from the dropdown list. |
| Nickname | Enter the nickname for easy reference. |
| Mobile Number | Enter your phone number onboarded to WhatsApp API with Chat ON Desk. |
| Request Type | Ensure the Request Type is Post. |
4. Go to your Chat ON Desk dashboard
5. Go to Menu >> Integrations >> Add Integration >> Select Clevertap
6. Enter Delivery Report Callback URL and Inbound Message Callback URL(Copy from Clevertap)
7. Click Submit and copy HTTP End Point and go to Clevertap and paste it in HTTP End Point field.
8. Select Headers and enter apikey(You will get it from Chat ON Desk dashboard)
9. (Optional) Select Mark this as default to make this service provider the default provider to send a WhatsApp message.
10. (Optional) Select Set auto-reply for users not tracked on CleverTap to automatically reply to users who message on WhatsApp but are not tracked on the CleverTap dashboard.
11. Click Save to save the details.
WhatsApp Templates
To create WhatsApp campaigns, you must have pre-approved WhatsApp message templates saved in the CleverTap dashboard. To add the message templates:
1. Navigate to Settings > Channels > WhatsApp > WhatsApp Connect >Provider Nickname from the CleverTap dashboard.
2. Select the Templates option, and click +Template
3. Enter the template name in the Namespace field.
4. Choose the type of template header (Text or Media). For Media headers, you can use Image, Video, Document, and Location.
5. Enter the message content.
6. Select Footer to add a footer text and a button (Quick Reply or a Call To Action).
7. Select the Language in which you want to display the message.
8. Click Save Template.
FAQs
It’s a feature that allows businesses to connect WhatsApp Business API with Clevertap CRM for automated and real-time customer communication.
Yes, you must have an official WhatsApp Business API account to integrate with Clevertap.
Yes, you can send bulk campaign messages using approved templates while staying compliant with WhatsApp policies.
Yes, all chats are synced and stored in Clevertap, ensuring better tracking and lead management.
You must submit your message templates to WhatsApp via your API provider for approval before using them in Clevertap.
Absolutely. You can set up workflows to send personalized WhatsApp messages at every stage of the customer journey.
Yes, the integration is secure and GDPR-compliant, ensuring customer data privacy.
Conclusion
The Clevertap – WhatsApp Integration is more than just a messaging tool. It’s a customer engagement powerhouse that helps businesses in Noida, Delhi NCR, and across India connect with leads instantly, build trust, and drive conversions.
If your sales team is already using Webengage, integrating WhatsApp is the next logical step to supercharge your lead management process.