WhatsApp Cloud API Integration & Automation Module for Concord CRM

Requirement: This module requires an active installation of Concord CRM (version 1.7.0 or later) and a verified Meta WhatsApp Business Account with Cloud API access.

Brief Description

The WhatsApp Cloud API Integration & Automation Module for Concord CRM enables seamless, event-driven WhatsApp messaging using Meta’s official WhatsApp Cloud API. It allows Concord CRM users to connect a verified WhatsApp Business account, sync approved message templates, and automatically send WhatsApp notifications when key CRM events occur.

This module is designed for self-hosted Concord CRM installations and focuses on reliable, policy-compliant WhatsApp automation using Meta-approved templates. All messaging activity is logged inside Concord CRM, providing full visibility into delivery status, message history, and API responses.

License Notice

Important: If this module is used in a SaaS, multi-tenant, or client-facing environment, an Extended License is required according to Envato licensing terms. A Regular License is valid only for a single self-hosted Concord CRM installation.

Key Features

Official WhatsApp Cloud API Integration
Direct integration with Meta’s official WhatsApp Cloud API. No third-party gateways or unofficial APIs.
Secure WhatsApp Business Account Connection
Configure Facebook App credentials, WABA ID, and permanent access tokens with built-in health and status checks.
Template Synchronization
Sync approved WhatsApp templates directly from Meta, including marketing and authentication templates.
Event-Based Template Mapping
Automatically send WhatsApp messages when specific Concord CRM events occur.
Dynamic Variable Support
Insert Concord CRM fields such as contact name, email, company details, and dates into WhatsApp templates.
Automated WhatsApp Notifications
Trigger template-based WhatsApp messages for CRM events without manual intervention.
Incoming Message Handling
Receive WhatsApp webhook events and link incoming messages to existing contacts.
Auto Convert WhatsApp Messages to Contacts
Automatically create new contacts from incoming WhatsApp messages with configurable owner and source assignment.
Detailed Activity Logs
Track message status including sent, delivered, and read, with full API response data for debugging.
Webhook Forwarding Support
Optionally forward incoming WhatsApp webhook data to external services using POST requests.
Send Test Messages
Validate WhatsApp templates and API configuration before enabling production automations.

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Supported Features / Events

Module Area	Supported Events
Contacts	Contact Created, Contact Updated, Contact Deleted
Companies	Company Created, Company Updated, Company Deleted
Deals	Deal Created, Deal Updated, Deal Deleted, Deal Stage Changed, Deal Won, Deal Lost
Activities	Activity Created, Activity Updated, Activity Deleted
Documents	Document Created, Document Updated, Document Deleted
Notes	Note Created, Note Updated, Note Deleted
Calls	Call Created, Call Updated, Call Deleted, Missed Incoming Call

Technical Details / Architecture

This module communicates directly with Meta’s WhatsApp Cloud API using secure REST requests and verified webhooks. All outgoing messages are sent using Meta-approved templates, and all incoming webhook events are processed and logged within Concord CRM.

Direct API communication with WhatsApp Cloud API
Webhook-based delivery and read status updates
Template-based messaging only (policy compliant)
CRM event listeners for automation triggers
Server-side processing within your own hosting environment

Who Can Use This Item?

Concord CRM Users
Teams using Concord CRM who want to send official WhatsApp notifications and updates based on CRM records and events.
Sales Teams Managing Deals
Automatically notify contacts when deals are created, updated, moved between stages, won, or lost using WhatsApp templates linked to Concord CRM deal events.
Teams Handling CRM Activities
Trigger WhatsApp messages when activities are created, updated, or completed, ensuring timely reminders and confirmations tied to Concord CRM activities.
Document & Record-Based Workflows
Notify contacts when CRM documents or notes are created or updated, keeping communication aligned with Concord CRM records.
Call & Communication Tracking Teams
Send WhatsApp notifications for call-related events such as missed incoming calls or call updates recorded in Concord CRM.

Why Choose This Item?

Uses Meta’s official WhatsApp Cloud API
No reliance on third-party or unofficial gateways
Built specifically for Concord CRM
Event-driven automation with clear audit logs
Designed for self-hosted and enterprise environments

Installation & Documentation

Step-by-step installation and configuration instructions are provided in the online documentation. The documentation covers module installation, Meta account configuration, webhook setup, template synchronization, and event mapping.

Video Demonstration

A video walkthrough demonstrating setup, template synchronization, and WhatsApp automation is available in the documentation.

Support & Questions

Support is provided for module installation, configuration issues, and bug fixes. Support does not include Meta account approval, WhatsApp template approval, or WhatsApp policy consultation.

Upcoming Features

This module is actively under development, and several major enhancements are planned for future updates. These upcoming features are designed to expand WhatsApp engagement beyond notifications into full conversational and campaign workflows.

Automated WhatsApp Bots
Rule-based and workflow-driven bots to handle common inquiries, follow-ups, and automated responses within WhatsApp.
Unified WhatsApp Chat Inbox
A centralized chat interface inside Concord CRM to manage and respond to all WhatsApp conversations from a single place.
Campaign Management
Scheduled and bulk WhatsApp campaigns using approved templates, with delivery tracking and performance insights.
Advanced Automation & Workflows
Expanded automation options combining CRM events, conditions, and WhatsApp actions for more complex business logic.
Additional Enhancements
Performance improvements, extended event coverage, UI refinements, and other productivity-focused features.

Note: Upcoming features will be released progressively. The feature list and timelines are subject to change based on Meta policies, platform updates, and Concord CRM compatibility.

Changelog

Version 1.0.0

Initial release
WhatsApp Cloud API integration
Template synchronization and mapping
Event-based WhatsApp automation
Incoming message handling and activity logs

Important Notes

WhatsApp messaging fees are charged directly by Meta
Only Meta-approved templates can be used for outbound messaging
Requires HTTPS for webhook functionality
Meta account setup and approval is Buyer’s responsibility. however we provided complete documentation