Collection

Wati Integrations

85 articles

• Additional custom parameters available in Wati Shopify appIf you are using the Wati Shopify App with a Pro or Business plan, you get access to additional customer details, known as custom parameters. These extra parameters help your team view key customer information directly within the Team Inbox, making it easier to offer personalized…
• Automatically assign chats in Wati based on Lead Owner in Zoho CRMWant to automatically assign incoming chats to the right sales owner in Wati? This guide shows you how to check if a user already exists in Zoho CRM and assign their chat to the correct Lead Owner. If the user is new, you can send them a welcome message instead. This setup helps…
• Connecting Wati to Eber: A step-by-step guideThis guide walks you through connecting your Wati account to Eber, enabling real-time, personalized customer engagement on WhatsApp. By following these instructions, you can seamlessly integrate Wati with Eber, automate notifications, and foster stronger customer relationships. C…
• Eber Integration: Syncing welcome message & membersThe Wati integration with Eber XM automates user profile creation and updates between both platforms, ensuring seamless communication via WhatsApp. New members receive welcome messages, and their data stays synchronized in real time - saving time, reducing errors, and improving e…
• General FAQs: Wati IntegrationsThis article answers common questions about integrating Wati with other platforms, including HubSpot, Zendesk, Freshdesk, Zoho CRM, Pipedrive, Shopify, and more. It also covers options for custom integrations using APIs, and provides guidance on managing contacts such as blocking…
• Getting Started with Shopify Customer IntelligenceShopify Customer Intelligence automatically syncs your Shopify customer and order data into Wati's Customer Data Platform (CDP). It enriches customer profiles with commerce insights that help you understand buying behavior, create targeted customer segments, personalize marketing…
• How customer profile sync works between Shopify and WatiKeep your customer data accurate, consistent, and ready for action with bi-directional Shopify integration in Wati. This feature automatically syncs new customers, profile updates, tags, and consent preferences between both platforms in real time. With everything aligned, you can…
• How to Connect Wati with viaSocketWant to automate tasks between Wati and other apps? This guide walks you through the steps to connect Wati using viaSocket, so you can streamline your workflows without writing any code. From selecting the app to granting permissions, we’ll cover everything you need to get starte…
• How to Send WhatsApp Messages via Wati (Using Make.com - formerly Integromat)Want to automatically send WhatsApp messages when a new row is added to Google Sheets? With Make (formerly Integromat) and Wati, you can build this workflow in just a few simple steps. This guide will walk you through setting up a scenario in Make that monitors your Google Sheets…
• How to accept KPay payments for Shopify Catalog ordersKPay Checkout allows Shopify merchants to accept payments for WhatsApp Catalog orders while automatically syncing successful orders to Shopify. Once configured, customers can browse your Shopify catalog on WhatsApp, complete their purchase using KPay, and have their order created…
• How to add or import your Shopify Contacts into WatiWant to bring your Shopify customers into Wati so you can message them on WhatsApp? This guide explains two easy methods to import your Shopify contacts into Wati - using a batch upload for many contacts at once or adding them manually one by one. Follow these simple steps to get…
• How to automatically add Klaviyo Contacts to WatiWant to automatically add contacts from a Klaviyo form to Wati? While there's no direct plugin for this, you can achieve it using Klaviyo's new tool, Napkin.io. This guide walks you through setting up a Klaviyo flow that pushes new contact details to Napkin.io, which then creates…
• How to automatically add Zoho Leads as Contacts in WatiWant to add new leads from Zoho into Wati instantly? This guide will walk you through setting up automation in Zoho using Workflow Rules and a custom function. Once set up, any lead coming from sources like Facebook Leads or Instagram Ads will be automatically added as a contact…
• How to create WhatsApp message templates for LeadSquaredAfter setting up your Wati-LeadSquared integration, this guide shows you how to create WhatsApp message templates that work seamlessly with both platforms - Wati and LeadSquared. You'll learn proper formatting for media files, variables, and call-to-action buttons, plus important…
• How to create customer segments with Shopify Customer IntelligenceShopify Customer Intelligence helps you create dynamic customer segments using customer profiles, purchase behavior, and commerce insights from your Shopify store. Instead of targeting customers using only basic information, you can group them based on how they shop, how much the…
• How to display product images in shopify automated messagesWant to make your Shopify automated messages on WhatsApp more engaging? This guide will show you how to add product images to your Abandoned Cart, Cash on Delivery, and Order Confirmation messages using Wati. It’s a simple process that helps your customers visualize their purchas…
• How to enable Checkout Flow for Shopify Catalog ordersWant to make it easier for your customers to complete their orders on WhatsApp? With the Shopify Catalog Checkout feature in Wati, your customers can browse your product catalog and complete their checkout directly on your Shopify store. This guide will walk you through the steps…
• How to enable WhatsApp Pay checkout for Shopify catalog ordersWant to let your customers complete their Shopify catalog orders directly through WhatsApp Pay? This guide walks you through how to set up WhatsApp Pay checkout in your Wati Shopify app - from syncing your Shopify catalog to connecting your payment gateway. Instructions Follow th…
• How to enable automated conversation logging in HubSpotThis guide explains how to automatically log WhatsApp conversations from Wati into HubSpot. Once set up, every conversation appears in the contact’s Activity Timeline with details like conversation start and end times, AI-generated summaries, and action items as tasks. This makes…
• How to fix Wati - Zoho Integration issuesHaving trouble sending WhatsApp messages from Zoho CRM? This guide helps resolve common API configuration errors, including incorrect endpoint setup, token issues, and script problems. Follow these steps to get your integration working smoothly. Instructions Common Issues and Sol…
• How to fix abandoned checkout messages when using third-party checkout providers on ShopifyIf you use a third-party checkout provider like Gokwik, Shopflo, or Zecpe with your Shopify store, Wati may not automatically send abandoned checkout messages. This happens because these providers bypass Shopify’s default checkout flow. This guide explains why it happens and show…
• How to include discount coupons in Shopify automated messagesWati allows you to add discount coupons to your Shopify automated messages to encourage customers to complete their purchases or reward them after a sale. This guide explains how to include discount coupons in three types of automated messages: - Abandoned Recovery - Order Confir…
• How to install and use the Wati WhatsApp Message Sender add-on for Google SheetsNeed a quick way to send or schedule WhatsApp messages directly from Google Sheets? The Wati WhatsApp Message Sender add-on lets you do just that. This guide walks you through how to install the add-on, connect it with your Wati account (trial or paid), and send messages straight…
• How to integrate & use Wati with n8nThe Wati Trigger integration allows you to connect Wati’s WhatsApp Business API with n8n, a workflow automation platform. Using this integration, you can automate messaging workflows, manage contacts, send template messages, download media, and trigger workflows based on incoming…
• How to integrate Salesforce to Wati and automatically sync Contacts and LeadsManaging contacts across multiple platforms can be time-consuming. With the Salesforce integration, Wati automatically keeps your Contacts and Leads up to date without requiring manual imports. This guide walks you through setting up Salesforce → Wati synchronization, importing e…
• How to integrate Wati with Bitrix24The Wati Bitrix24 integration allows businesses to communicate seamlessly with customers via WhatsApp directly within the Bitrix24 CRM platform. With this integration, you can: - Send WhatsApp campaigns using META-approved templates. - Respond to customer inquiries within Bitrix2…
• How to integrate Wati with KPayThe KPay payment gateway integration in Wati allows businesses to collect payments directly through WhatsApp. Once integrated, you can accept payments for catalog orders and manually generate payment links to share with customers during conversations. This guide explains how to c…
• How to integrate Wati with Kylas CRMWant to connect your Wati account with Kylas CRM? This step-by-step guide will walk you through the process, from installing the app in Kylas Marketplace to integrating Wati and setting up template messages. By the end, you'll be able to send personalized WhatsApp messages direct…
• How to integrate Wati with Superleap CRMIntegrate 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 s…
• How to integrate Wati with TwilioIntegrating Twilio with Wati enhances your messaging capabilities by providing: - Automated SMS fallback for WhatsApp delivery failures, ensuring your messages reliably reach your audience every time. - Direct SMS campaign campaigns, allowing you to efficiently reach your custome…
• How to integrate Wati with WooCommerceWant to connect Wati with your WooCommerce store? This guide walks you through the simple steps to integrate Wati using the official WooCommerce plugin. With this integration, you can add a live WhatsApp chat button to your website and send automated WhatsApp messages for key cus…
• How to integrate a Payment Gateway with WatiHere's a guide on how to connect your payment gateway (currently supporting Razorpay and PayU for businesses in India) with WhatsApp. This integration allows you to seamlessly collect payments for your catalog orders through WhatsApp. Note: Before you begin, make sure you have se…
• How to integrate and use the Wati Shopify app (with Wati paid account)This guide explains how to integrate your Shopify store with Wati and make the most of its powerful features. With the Wati Shopify app, you can add a WhatsApp chat icon to your store, send automated messages to customers, showcase your product catalog, and view message analytics…
• How to send Template Messages via Zoho CRM WorkflowsWant to send automatic WhatsApp notifications when a new lead is created in Zoho CRM? This guide walks you through setting up a workflow rule using Wati’s WhatsApp integration. You’ll learn how to trigger template-based messages with dynamic variables (like names or meeting links…
• How to send WhatsApp Template Messages from Google Sheets using Zapier and WatiWant to automatically send WhatsApp template messages when data in Google Sheets changes? Using Wati and Zapier integration, you can create an automated workflow that triggers a WhatsApp template message when a relevant row or column is added or updated in Google Sheets. A templa…
• How to send WhatsApp messages using Zapier and WatiWant to send WhatsApp notifications automatically using Zapier? Although Zapier does not provide native WhatsApp support, you can still send messages through your approved WhatsApp API account using Wati. This guide explains 2 simple methods: using Wati’s official Zapier app or u…
• How to send WhatsApp messages using Zapier webhooks and WatiWant to automatically send WhatsApp messages using Zapier? If you’re using Wati with an approved WhatsApp Business API account, you can connect it to Zapier using Webhooks. This guide explains the exact steps to set up the integration so you can automate messages for use cases su…
• How to send WhatsApp reward confirmations using Eber and WatiWhen customers claim rewards in Eber, you can automatically send them WhatsApp confirmations via Wati. This guide shows how to set up instant reward claim notifications, improving engagement and reducing manual work. Credits: Original help article by Eber. Instructions Key Benefi…
• How to send WhatsApp template messages from Google Sheets using the Wati integration (without the add-on)You can now connect a Google Sheet directly to Wati and send WhatsApp template messages without installing a separate Google Workspace add-on or adding an API endpoint and access token to your spreadsheet. With the new flow, you can sign in with Google, select a Google Sheet, cho…
• How to set up WhatsApp Notifications in Zoho CRM using WatiWant to receive WhatsApp message notifications directly in Zoho CRM? This guide walks you through linking your Wati account to Zoho CRM using webhooks, so you’ll get real-time notifications when you receive messages on your WhatsApp. Instructions Prerequisites Before you begin, e…
• How to set up cash on delivery automated messages in Wati's Shopify AppWant to avoid fake Cash On Delivery (COD) orders on your Shopify store? Wati’s Shopify app lets you automatically send WhatsApp messages to customers who choose COD as their payment method. These messages ask customers to confirm or cancel their order - so you only fulfill orders…
• How to set up opt-in popups available in Wati Shopify appOpt-in popups are a powerful way to collect WhatsApp numbers and email addresses from your website visitors. With the Wati Shopify app, you can easily enable different types of opt-in popups to engage visitors, recover abandoned carts, and start conversations on WhatsApp. This gu…
• How to sync Wati Contact Attributes to Zoho CRM Leads or ContactsWant to automatically update Zoho CRM contacts with WhatsApp conversation data from Wati? While our native plugin doesn't support this, you can easily set it up using Zoho Flow. This guide walks you through the no-code integration process step-by-step. Instructions Prerequisites…
• How to sync contacts and set up lead routing between HubSpot and WatiThis guide walks you through integrating Wati with HubSpot to keep your contacts, properties, and lead ownership perfectly in sync. With our latest updates, you can enjoy fully automated, real-time, two-way contact sync and advanced lead routing, so your team can work efficiently…
• How to track ROI for campaigns in the Wati Shopify appThis guide explains how you can track or measure the Return on Investment (ROI) for your WhatsApp campaigns using the Wati Shopify app. ROI tracking helps you measure the performance of your campaigns by showing how many users placed orders after receiving your message. This arti…
• How to try Shopify integration during your trial periodWant to explore the Wati Shopify app before committing to a paid plan? This guide explains how you can try the Wati Shopify app in the trial environment, either by installing it directly from the Shopify App Store or by signing up on the Wati website. It also outlines the feature…
• How to use Ask Wati in the Shopify Analytics DashboardAsk Wati is an AI-powered assistant built into the Shopify Analytics Dashboard that helps you understand your WhatsApp and RCS marketing performance using natural language. Instead of manually searching through reports, you can ask questions about your analytics and receive insta…
• How to use Shopify Customer Intelligence in campaigns and automationsShopify Customer Intelligence helps you deliver more relevant and personalized customer experiences by using customer segments in campaigns and automation workflows. After customer data has been synchronized and segments have been created, you can target the right audience with t…
• How to use Shopify Page Viewed, Product Viewed, and Customer Created TriggersWati now supports additional Shopify automation triggers that let you create automations based on customer browsing activity and lifecycle events. You can automatically engage customers when they view a page, view a product, or when a new customer profile is created in Shopify. T…
• How to use Wati's Team Inbox in Zoho CRMWant to handle WhatsApp conversations without switching tabs? This guide walks you through setting up and using Wati’s Embedded Team Inbox in Zoho CRM. Once set up, you can chat with customers, send templates, and share media directly from your CRM. Instructions What you’ll need…
• How to use advanced automations for Shopify in WatiShopify Advanced Automations in Wati allow Shopify merchants to automatically recover abandoned checkouts and communicate with customers across multiple messaging channels such as WhatsApp, Rich Communication Services (RCS), and Short Message Service (SMS). Once this feature is e…
• How to use multiple WhatsApp Business lines in the Zoho CRM widgetThe Multiple WhatsApp Business Line Support feature in the Wati Zoho CRM widget lets you send template messages from any connected WhatsApp Business line without leaving Zoho CRM. When you select a business line, the widget automatically displays the templates available for that…
• How to use pre-defined WooCommerce Variables in WatiWati makes it easy to personalize your WhatsApp messages using pre-defined variables from your WooCommerce store. These variables automatically pull customer and order details into your message templates, so you don’t have to fill them in manually. This article explains what thes…
• How to use the Google Sheets add-on automation extensionLooking to automate your WhatsApp messages using Google Sheets? The Google Sheet Message Sender & Automation Extension makes it easy to send scheduled messages or automate campaigns when your sheet updates. This guide will walk you through installing the extension, setting up you…
• How to use the Shopify analytics dashboard in WatiThe Shopify Analytics Dashboard in Wati helps you measure the performance of automated Shopify messages sent through channels like WhatsApp, SMS, and RCS. It gives you visibility into message delivery, customer engagement, spend, conversions, and revenue generated through Wati au…
• Integrating Wati with ActiveCampaign / Active CampaignIntegrating Wati with ActiveCampaign allows you to automate WhatsApp messaging and streamline contact management. With this integration, you can: - Send automated WhatsApp messages based on events in ActiveCampaign. - Automatically create contacts in ActiveCampaign when new Whats…
• Integrating Wati with AiTrillionAiTrillion is an all-in-one platform that helps you grow your Shopify store with tools for email, SMS, loyalty programs, reviews, automation, and more - all in one place. Now, with the Wati integration, you can take your customer messaging to the next level by using WhatsApp. You…
• Integrating Wati with CalendlyWant to automate WhatsApp notifications for your Calendly appointments? This guide walks you through integrating Wati with Calendly, allowing you to send automated WhatsApp messages for appointment confirmations, cancellations, and reminders. This helps reduce scheduling conflict…
• Integrating Wati with Calendly (via Pabbly)This guide explains how to integrate Calendly (a popular appointment scheduling application) with Wati using Pabbly Connect. This integration allows you to automatically send notifications to users' mobile phones whenever they book a slot via Calendly. Note: - While the free vers…
• Integrating Wati with Google CalendarWant to automate WhatsApp notifications for your Google Calendar events? This guide walks you through integrating Wati with Google Calendar using Pabbly Connect. This integration enables automated WhatsApp messages for booking confirmations and reminders, ensuring better communic…
• Integrating Wati with HubSpotWant to send automated WhatsApp messages directly from HubSpot? This guide shows you how to connect your HubSpot account with Wati to create WhatsApp workflows. You'll need a HubSpot Professional plan (or higher) and a Wati account with WhatsApp Business API access. Instructions…
• Integrating Wati with KlaviyoConnect Wati with Klaviyo to automate WhatsApp messaging and send chatbot data to Klaviyo. You can use this integration to trigger WhatsApp messages from Klaviyo flows or send information collected through Wati Chatbots to Klaviyo for segmentation and automation. Note: This integ…
• Integrating Wati with LeadSquaredWant to chat with your leads captured LeadSquared directly through WhatsApp? This guide shows you how to connect Wati (WhatsApp Business API) with LeadSquared CRM. You'll be able to send template messages, receive replies, and automatically create leads from WhatsApp conversation…
• Integrating Wati with PayTabsPayTabs is a payment gateway provider that offers online payment solutions. With the new PayTabs Payment Gateway integration in Wati, businesses can now collect online payments for catalog orders and manually generate payment links directly within Wati. This guide explains how to…
• Integrating Wati with Razorpay (via Pabbly)This article provides a step-by-step guide on how to integrate Wati with Razorpay using Pabbly Connect to automate payment-related notifications via WhatsApp. You will learn how to send payment links and payment confirmation messages. This integration is set up via Pabbly Connect…
• Integrating Wati with SwipeSwipe is a simple invoicing and payment application trusted by over 1.5 million businesses. With Swipe, you can create GST/VAT-compliant invoices, track payments, manage inventory, and send invoices instantly via WhatsApp, email, or SMS. Now, all Wati customers can integrate thei…
• Integrating Wati with Yotpo SMS & Email appWant to automate contact updates with Yotpo? This guide will walk you through integrating Yotpo with Wati, allowing you to sync contacts with channel preference earmarked. Improve engagement and streamline your communication with customers. Instructions Prerequisites Before you b…
• Integrating Wati with Zoho CRM: A Step by Step GuideWant to connect WhatsApp messaging to your Zoho CRM? This guide walks you through installing Wati's native integration, setting up automated workflows, and syncing contacts between both platforms. Perfect for sales teams wanting to manage WhatsApp conversations directly in their…
• List of available fixed WooCommerce Variables in WatiWhen you integrate Wati with your WooCommerce store, you can use a set of ready-to-use variables to personalize your WhatsApp messages. These variables automatically pull information from WooCommerce orders, so you don’t have to enter customer details manually every time. This ar…
• List of available variables for Shopify automated messages in WatiWati's Shopify app lets you create automated WhatsApp messages for your customers. To personalize these messages, you can use predefined variables. These variables automatically pull customer or order information from your Shopify store and display them in your messages. This art…
• Ready-to-use Wati and n8n templates for WhatsApp automationWati and n8n make it easy to automate WhatsApp workflows without building everything from scratch. This guide introduces ready-to-use automation templates that help you streamline lead nurturing, appointment management, and student engagement using WhatsApp, artificial intelligen…
• Shopify segment sync and WhatsApp campaign targeting in WatiTurn your Shopify segments into ready-to-use WhatsApp audiences inside Wati. With automatic segment sync, your customer groups stay updated in real time, so you can instantly view members, understand their details, and launch targeted campaigns -without exporting lists or rebuild…
• Trigger Zoho Workflows to convert Wati Contacts to Zoho LeadsWant to send automated messages or run workflows in Zoho when someone messages your business on WhatsApp for the first time? This guide explains how to set up Zoho Flows with Wati so that new contacts from WhatsApp are added as Leads or Contacts in Zoho - and your workflows trigg…
• Troubleshooting Google Sheet Automation IssuesIf your Google Sheet automation isn’t triggering messages as expected, don’t worry - this guide will walk you through the most common reasons it might not work. From incorrect setup steps to Google-specific limitations, we’ll help you identify and resolve the issue quickly. Instr…
• Troubleshooting WhatsApp message sender issuesHaving trouble getting your WhatsApp messages to send using the WhatsApp Message Sender in Google Sheets? This guide walks you through the most common reasons why messages may not be triggering, and how to fix them. From incorrect setup to number mismatches and credit issues, we'…
• Understanding Add to Cart and Abandonment Checkout recovery automated messagesWati supports two types of abandonment recovery for Shopify: Add to Cart Recovery and checkout abandonment recovery. Although both help recover lost sales, they target different stages of the customer's purchase journey and have different eligibility requirements. Add to Cart Rec…
• Understanding Cash on Delivery and abandoned cart analytics in the Shopify appThe Wati Shopify App provides useful analytics to help Shopify store owners measure the performance of their automated messages. This article explains where to find these analytics and what each metric means for both Abandoned Cart and Cash on Delivery (COD) messages. Instruction…
• Understanding Wati → Salesforce synchronizationWati → Salesforce synchronization keeps your Salesforce records up to date whenever contacts are created or updated in Wati. The sync happens in real time and uses the field mapping configured during setup. This guide explains how Wati → Salesforce synchronization works, how cont…
• Understanding advanced automations for Shopify in WatiShopify Advanced Automations in Wati allow merchants to automatically send the right message to customers through the most effective channel, including WhatsApp, RCS, and SMS. These automation rules can be triggered by Shopify events and configured based on factors such as custom…
• Understanding built-in automation rule: Cart recovery automation in WatiCart Recovery helps you recover lost sales by automatically sending reminder messages to customers who add items to their cart but do not proceed to checkout. Using channels like WhatsApp, Rich Communication Services (RCS), and Short Message Service (SMS), you can re-engage custo…
• Understanding built-in automation rule: Checkout recovery automation for US customers using RCSWhen Shopify Advanced Automations are enabled in Wati, the system automatically creates built-in rules that are ready to use. These rules are pre-configured with messaging sequences, channel settings, and stop conditions so you can start engaging customers immediately. You can re…
• Understanding built-in automation rule: Checkout recovery automation with WhatsAppWhen Shopify Advanced Automations are enabled in Wati, the system automatically creates built-in rules to help recover abandoned checkouts. These rules are pre-configured with messaging sequences, channel settings, and stop conditions so you can start engaging customers immediate…
• Using predefined variables in Wati Shopify app Template MessagesThis guide explains how to use predefined variables in the Wati Shopify app when creating automated WhatsApp template messages. These variables help personalize your messages by automatically pulling the store details, customer information, and order-related links. This article w…
• Wati & Eber Integration: OverviewWati and Eber are powerful customer communication platforms that, when integrated, offer businesses a complete WhatsApp automation and team inbox management solution. This article outlines how this integration streamlines customer engagement, automates responses, and manages mult…
• Why are my Cash on Delivery(COD) messages not sending in Shopify?If your Cash on Delivery (COD) confirmation messages are not being sent from the Wati Shopify App, this guide will help you troubleshoot and fix the issue. We’ll walk you through the essential settings to check in your Shopify store to ensure everything is set up correctly for CO…