CRM Messaging

crm messaging enables businesses to send sms, whatsapp, and viber messages to customers integrating crm messaging with make com allows automated sending, scheduling, and tracking of multi channel customer communications directly from your workflows this is ai generated content based on official crm messaging documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //crm messaging cloud/docs/make connector directly requirements to use the crm messaging app in make, you must have an active crm messaging account and a token from the developer console, https //crm messaging cloud/docs/make connector for subscription, refer to the https //crm messaging cloud/docs/make connector connect crm messaging and {{product name}} to get started, you must first create a connection between crm messaging and {{product name}} , allowing the two services to communicate obtain your basic in your crm messaging account create the connection in make obtain your basic in your crm messaging account before you create the connection in {{product name}} , you should first obtain your basic in your crm messaging account to obtain your basic navigate to the account section in the crm messaging portal click the developer console tab copy the api key displayed as the gohighlevel token you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //crm messaging cloud/docs/make connector/ create the connection in {{product name}} https //www make com/en/register , add the crm messaging module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your crm messaging account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page crm messaging modules after connecting to the crm messaging app, you can choose from a list of available modules to build your {{scenario plural lowercase}} send a whatsapp template sends pre defined whatsapp message templates directly from your crm messaging system make an api call executes a custom api request to the crm messaging service, allowing you to interact directly with its messaging features send a sms sends a text message (sms) using your crm messaging account watch incoming messages triggers when a new incoming message is received within the crm messaging platform templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} crm messaging resources you can have access to more resources related to this app on the following links https //community make com/search?q=crm%20messaging https //crm messaging cloud/docs/make connector https //crm messaging cloud/docs/make connector https //www make com/en/integrations/crm messaging