Onboarding for CRM & Whatsapp API
Here's all you need to know to get started!
⚠️Important:
-
It may take up to 5-7 days for your CRM to be fully set up as many customers want multiple changes. If you want to do this fast, please come prepared & we'll try to do it ASAP!
-
Some setups have mandatory requirements, please review these below
-
We're here to help, you can book a slot with our operations team for setup but please bring all mandatory info & read the below before scheduling the meeting.
-
To book a setup meeting, you will receive a link in Whatsapp after you purchase a plan
-
Custom integration (External WhatsApp API, Shopify, Google Sheets, etc) is a chargeable Addon you can contact our premium chat support for details.
Which product would you like to setup?
CRM Setup
Lead source integrations:
Click to see details below
On-call Leads :
-
All new callers are created as contacts automatically. You can manually create a task, follow up, assign to an agent, mark lead stages, tags or others.
-
Note that these contacts don't count in your Lead storage limit until you create a Task, To do or Follow up
-
See this video tutorial: https://youtu.be/amZfMu3d44k?si=WPV1YYERH9SONoGS
💬 Whatsapp Business API
-
Want new message senders to be created as a 'Fresh Lead' & a task to be created automatically? Note: A task will be auto-created only once per sender to prevent duplication
-
Contact us to enable this for your account.
-
🔗 Add WhatsApp icon to Facebook / Google Ads & enjoy auto-lead creation when someone contacts you!
📱 Whatsapp apps - WA Business, Whatsapp
-
🛠️ Self-serve setup in the app:
-
Contacts > Plus Icon (bottom right) > WhatsApp Icon > Enable lead capture
-
👁️ WA business account not visible in Superfone app
-
⚠️ Note: Not recommended due to reliability issues. As WhatsApp isn't our product, may not always create new tasks for incoming messages. Highly recommend that you take Whatsapp Business API for this
Google Ads
1. Confirm what kind of Google Ads you are currently running:
-
Lead form
-
Landing page
-
Custom integration
-
On-call Leads from Google ads
-
WhatsApp Ads on Google Ads
Integration details: HERE
Facebook Ads
# Facebook Ad Types that are supported :
1. Lead Form Ads :
Mandatory Requirements:
i. Lead form ads must be active
ii. Your Meta account must have full access to the Facebook page & Ad account
How to check if you have full access? Here
iii. Have a Meta business account with a Facebook page attached and lead access
2. On-call Leads from Facebook Ads
3. WhatsApp Ads on Google Ads :
i. Using Superfone WhatsApp API number (more reliable)
ii. Using WhatsApp business number (less reliable)
More details: HERE
IndiaMART :
There are two ways to do this :
-
Email: More reliable & fast (RECOMMENDED)
Mandatory Requirements:-
Gmail email should be logged in where you are getting Indiamart leads.
-
should have received a few leads on Gmail
-
-
IndiaMART API Key: Not reliable, slow, delayed by 2 hours, sometimes misses leads
Mandatory Requirements: IndiaMART account login details
More details: HERE
🌐 WordPress
Which form are you using?
-
Contact form 7
-
Elementor form
-
WP form
Mandatory Requirements:
-
Form should be created and the ad should be live
-
Website should be working and live
-
You should have your WordPress login
More details: HERE
🏠 MagicBricks
There are 2 methods :
-
Through email
Mandatory Requirements: should have received some magic bricks lead on Gmail. -
Directly through Magicbricks
More details: HERE
🏘️ 99Acres
There are 2 methods :
-
Through email
Mandatory Requirements: should have received some 99 acres lead on gmail. -
Directly through 99 acres
For more details HERE
🏡 Housing.com
There are 2 methods
-
Through email
Mandatory Requirements: should have received some housing.com leads on Gmail. -
Directly through Housing.com
More details: HERE
🔧 Custom integration is also possible
Note: Extra charges apply as this is an addon to your normal plan. Contact support to learn more
More details: HERE
📚 Justdial
⚠️ We will give an API, you have to get JustDial team to integrate. We cannot change any API nor do this for you as JustDial does not give a public lead integration APIs for other companies to integrate
Excel sheet
You can also upload leads via Excel sheet manually
https://youtu.be/hsXx6lqkvOo?si=J7TrxdxCh-b2yGjm
Whatsapp Business API
Superfone is a Meta Tech Service Provider & we provide WhatsApp Business API powered by Meta Cloud API
Meta Requirements:
-
Facebook Login (Facebook Page): The page should be 3-4 months old and actively used. Meta does not accept new pages (it might show an error like "your business is prohibited from app sharing and advertisement").
-
VISA/Mastercard: Meta charges for marketing, utility & authentication messages. Billing is post-paid monthly or according to Meta’s billing cycle & will be charged by Meta directly. Superfone does not get access to your card details https://www.facebook.com/business/help/3536169639844756
-
Website Link: It should be secure (HTTPS) and active.
-
GST Number: It should be active.
-
Privacy Policy on your website to be available. We can help you create it but you have to put it on your website
-
Domain email id (same domain as your website, @gmail.com will not work)
If you don't have any of these documents, we cannot help you as these are mandatory requirements from Meta.
Setup Requirements for us to help you:
-
Anydesk / Remote Chrome Desktop
-
Desktop/Laptop
Superfone WhatsApp API supports :
-
Bulk Marketing officially without getting banned (fair usage applies, dependent on Meta's quality controls)
-
Chatbots
-
Shared inbox between team members
-
Catalog & cart feature of WhatsApp
-
Chat assignment within WhatsApp
-
Template Manager
-
Template Forwarding
-
Automated welcome messages at events
-
New lead capture
-
Missed call alert
-
Task creation with every new incoming message
What's not supported in Whatsapp business API yet (we're working on it):
-
Lead assignment/distribution according to customer response
-
Capturing chat responses in Google Sheets
-
AI analysis of Chat responses
-
Calling webhooks after a particular chatbot response
-
Can not join the `WhatsApp group (Not supported by Meta)
-
WhatsApp call (Not supported by Meta)
-
Status (Not supported by Meta)
More details: HERE