WhatsApp Setup & Testing
The module supports sending WhatsApp messages through the Twilio WhatsApp Business API. This page walks you through the full setup and testing process.
Prerequisitesโ
Before you begin, make sure you have:
- A Twilio account (sign up here)
- An approved Twilio WhatsApp sender number (or the Twilio Sandbox for testing)
- Your Twilio Account SID and Auth Token (found on the Twilio Console dashboard)
Setup Stepsโ
- In Perfex CRM, navigate to Custom Email/SMS โ Settings.
- Toggle WhatsApp for SMS to Enabled.
- Fill in the following fields:
| Field | Description |
|---|---|
| Account SID | Your Twilio Account SID |
| Auth Token | Your Twilio Auth Token |
| WhatsApp Sender | Your approved Twilio WhatsApp number (E.164 format, e.g. +14155238886) |
- Click Save.
Testingโ
- After saving, click Send Test WhatsApp.
- Enter a recipient phone number (must be in E.164 format).
- The module sends a test message through Twilio.
- Check the recipient's WhatsApp for the delivered message.
tip
For development and testing, you can use the Twilio Sandbox for WhatsApp โ no approved number required. See Twilio's Sandbox docs for setup instructions.
Important Notesโ
Compliance
WhatsApp requires explicit opt-in from recipients before you can send them messages. Always comply with:
Failure to comply may result in your Twilio account or WhatsApp sender being suspended.
- WhatsApp messages are routed entirely through Twilio and do not use Perfex CRM's built-in SMS provider.
- Recipient phone numbers must be in E.164 format (e.g.
+1234567890). - Delivery status and logs appear in the module's History & Logs section.