How to Integrate WhatsApp Lite API with Borg Desk ERP for Incoming & Outgoing Messages?

Integrating WhatsApp Lite API with Borg Desk ERP enables businesses to automate incoming and outgoing messages for sales, customer support, order tracking, payment reminders, and more. Follow the step-by-step guide below for a seamless integration.

Steps to Integrate WhatsApp Lite API with Borg Desk ERP

Step 1: Obtain WhatsApp Lite API Credentials

1️⃣ Sign up with a WhatsApp Lite API provider.
2️⃣ Get your API Key, Webhook URL, and Phone Number Instance ID from the provider's dashboard.
3️⃣ Ensure that your WhatsApp number is active & Serviceable.

Step 2: Configure API in Borg Desk ERP

1️⃣ Log in to Borg Desk ERP as an Admin.
2️⃣ Navigate to Admin Panel → Tool Icon on Top Right → WhatsApp Integration / WhatsApp Incoming Integration.
3️⃣ Select Provider "Leadofy WhatsApp Lite " from the integration options.
4️⃣ Enter your WhatsApp API Key Which is provided by Provider
5️⃣ Click Save & Activate Integration.

Step 3: Set Up Incoming WhatsApp Messages

1️⃣ Enable Webhooks to receive customer messages inside Borg Desk ERP.
2️⃣ Map messages to modules like Leads, Support, Orders, Payments, HRMS, Task Force, HRMS, Production, CRM Etc,.
3️⃣ Configure Auto-Reply for quick responses (e.g., Greetings, FAQs).
4️⃣ Test by sending a message to your WhatsApp Business number.

Step 4: Configure Outgoing WhatsApp Message Automation

Borg Desk ERP allows businesses to automate outgoing WhatsApp messages for:

✅ Leads CRM → Auto messages for new leads, Converted Leads, follow-ups & Other various messages.
✅ Sales Quotation → Send quotes via WhatsApp & Email etc.
✅ Invoices & Payments → Auto reminders for due payments & Send Invoices via WhatsApp & Email etc.
✅ Orders & Dispatch → Notify customers about order status updates etc.
✅ Support Tickets → Ticket confirmation, status updates etc.
✅ Stock & Inventory → Auto notifications for low stock alerts etc.
✅ Task Force → Task Creation, Updates, status updates, Closed etc..
✅ HRMS→ Attendance Updates, Leave update, Salary ALerts & Other Notifications etc.
Many More.......

 Example - WhatsApp Auto-Response for New Leads
Hello {{customer_name}},
Thank you for your inquiry. Our team will get back to you soon. Meanwhile, you can check our services here: [Website Link]

Step 5: Test & Activate the Integration

1️⃣ Send a Test Message from Borg Desk ERP to verify the API connection.
2️⃣ Ensure messages are received & displayed correctly.
3️⃣ Activate real-time tracking in the dashboard.

Benefits of WhatsApp Lite API Integration in Borg Desk ERP

✅ Instant Lead Capture & Responses – No delay in customer interaction.
✅ Automated Follow-Ups – Improves sales conversions & customer service.
✅ Order & Payment Reminders – Reduces overdue payments & missed orders.
✅ Centralized Communication – Manage all messages within Borg Desk CRM.

Start Automating WhatsApp Messaging in Borg Desk ERP Today!

Admin

November 30, 2024

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