Summary
Integrate Superleap CRM with Wati to manage WhatsApp communication directly from your CRM. Once connected, you can send WhatsApp template messages, receive replies, and track message statuses without switching between platforms.
Instructions
Prerequisites
Before you start, make sure you have:
An active Wati WhatsApp Business Platform account
An active Superleap CRM account
Access to your Wati API credentials
Integrate Superleap CRM with Wati
Step 1: Add your Wati account in Superleap
Log in to your Superleap CRM account.
Go to App Settings > Integrations > WhatsApp Business.
Click Add accounts.
Step 2: Get your API credentials from Wati
Open your Wati dashboard in a new browser tab.
Go to Connectors > API.
Under the API Docs tab, locate the following credentials:
Access Token: Click Copy to copy your access token. Superleap uses this as the API key.
API Endpoint: Copy the digits after
/wati.io/from the endpoint. These digits are your Tenant ID.
Important: Keep your access token confidential. Do not share your API credentials publicly.
Step 3: Configure Wati in Superleap
Return to Superleap and complete the Add Provider form:
Service Provider: Select Wati.
Route workflow (Optional): This webhook can route or create new leads from WhatsApp messages based on your requirements. The Superleap team can help you configure this workflow.
Business Number: Enter your registered WhatsApp Business number, including the country code.
Authentication Type: Select API Key.
API key: Paste the Wati access token you copied earlier.
Tenant ID: Enter your Wati Tenant ID from the API endpoint.
App name: Enter a recognizable name, such as
Superleap x Wati.
Click Submit to connect your Wati account.
Step 4: Set up webhooks in Wati for message tracking
Webhooks allow Superleap to receive message events from Wati, such as incoming replies and message status updates.
In your Wati dashboard, go to Connectors > Webhooks.
Click Add Webhook.
Enter the callback URL provided by Superleap.
Set the webhook status to Enabled.
Select the required event types. The Superleap team can help you identify which events to subscribe to.
Click Save.
Create and manage WhatsApp templates
Create templates in Wati
You can create WhatsApp templates in Wati and then sync them with Superleap.
In Wati, go to Campaigns > Template Messages.
Click New Template Message .
Enter the Template Name, select the Category and Language, and add your message content.
Add dynamic parameters to the message when needed.
Preview the template and submit it for Meta approval.
Sync templates with Superleap
After your templates are approved, you can fetch them from Wati and enable them in Superleap.
In Superleap CRM, go to WhatsApp Business > Business Templates.
Click Fetch Templates.
Select your linked Wati Business number to retrieve the available templates.
Select the templates you want to use.
Click Enable Template.
You can also create and submit a new template directly from Superleap by clicking Add Template.
If you need help creating a template, contact the Superleap team. They can help configure the template based on your requirements.
Send WhatsApp messages
Once the integration is set up, you can send WhatsApp template messages from a lead's profile in Superleap. You can also send template messages directly from Wati when needed.
Your Superleap CRM and Wati integration is now ready. You can manage WhatsApp conversations from Superleap while using Wati to handle WhatsApp messaging and template management.
Frequently Asked Questions (FAQs)
Account Setup
1. What are the prerequisites for integrating Superleap CRM with Wati?
You need an active Wati WhatsApp Business Platform account, an active Superleap CRM account, and access to your Wati API credentials.
2. What credentials are required to connect Wati with Superleap CRM?
The integration requires your Wati Access Token and Tenant ID. Superleap uses the Wati Access Token as the API key.
Webhooks and Messaging
3. What is the purpose of webhooks in the Superleap CRM integration?
Webhooks allow Superleap to receive message events from Wati, including incoming replies and message status updates.
4. Can I send WhatsApp template messages from Superleap CRM?
Yes. After the integration is set up, you can send WhatsApp template messages from a lead's profile in Superleap.
WhatsApp Templates
5. Can I sync approved Wati templates with Superleap CRM?
Yes. Approved WhatsApp templates from Wati can be fetched and enabled in Superleap for use with your linked Wati Business number.
6. Can I create WhatsApp templates directly in Superleap CRM?
Yes. You can create and submit new WhatsApp templates directly from Superleap by using Add Template.
7. Can I send WhatsApp template messages directly from Wati after integrating with Superleap?
Yes. You can send template messages directly from Wati when needed.
Integration Capabilities
8. What can I manage after integrating Superleap CRM with Wati?
You can manage WhatsApp conversations from Superleap while using Wati for WhatsApp messaging and template management.