Integrations Overview

Integrations send WhatsApp messages for you when something happens in the tools you already use: a paid order in Shopify, a failed payment in Razorpay, a new lead in your CRM, a new row in Google Sheets. You connect the tool once, pick the message, and it runs on its own.

How to use an integration

This example connects Shopify Marketing to send an abandoned cart reminder and an order confirmation.

Open Integrations
In the left sidebar, click Integrations. Connected at the top lists the tools you already use, with Active or Paused next to each. Add more below lists every tool you can connect, in groups: Payments, E-commerce, CRM, Automation, Support and Scheduling.
Connected tools at the top, everything else under Add more
Open the tool
Find the tool, for example type Shopify in Search integrations, and click Connect on its card. (For a tool you already connected, the link says Manage.)
Add your keys
Under Add your Shopify Marketing keys, paste the details from your Shopify admin: Store URL, Admin API Access Token and Webhook Secret Key. Each tool asks for its own keys. The Setup guide button at the top opens the guide for that tool.
Step 1: paste the keys from your Shopify admin
Choose the message for each event
Under Choose a message for each event, click an event, for example Abandoned Cart. Pick an approved Template, check Send it to (the field that holds the customer's WhatsApp number), and under Fill the variables choose what goes into each blank, for example Customer First Name and Checkout Recovery URL. The Preview shows the message.
Events you leave without a message are skipped.
Step 2: one template per event, with its blanks filled from the tool's data
Paste the webhook URL into the tool
Under Paste this URL in Shopify Marketing, click the copy button next to the URL. Paste it into the tool's webhook settings. The grey note below says exactly where, for example Shopify Admin, Settings, Notifications, Webhooks.
Step 3: copy the URL and paste it into the tool
Connect
Click Connect Shopify Marketing in the bar at the bottom. Nothing is saved until you do.

You will see the tool marked Active at the top of its page, with a switch to pause it. Last event shows the most recent event and whether a message went out.

Shopify Marketing connected and Active, with the Active switch on, the last event Sent 24 minutes ago, and all three steps done — Connected: Active, with the last event on the right

Check what happened (Activity)

Click the Activity tab on the tool's page. Every event the tool sent is listed with what happened, the event, the phone number and the template. Filter by All, Sent and Not sent.

The Activity tab listing sent messages, a skipped event with no message set, a not sent event with no phone number, and a duplicate event — Activity shows every event and why a message was or was not sent

What you see	What it means
Sent, Message sent	The WhatsApp message went out
Skipped, No message is set for this event	You did not pick a template for this event
Skipped, Already handled, the same event came in twice	The tool sent the same event again, so it was ignored
Skipped, The integration was paused	The tool is switched off
Skipped, Failed or cancelled payment	PayU, Cashfree, Xendit, Aspire and Zoho Billing (older setup) send their message for successful payments only
Skipped, The customer placed the order within the hour	A Shopify abandoned cart that turned into a paid order, so no reminder was needed
Waiting, Abandoned cart	A Shopify abandoned-cart reminder that goes out in 1 hour unless the order is paid first
Not sent, Setup was not finished	Finish the setup steps
Not sent, No phone number in the field you picked	Check Send it to
Rejected, The webhook secret did not match	Check the webhook secret in both places
Rejected, The data sent was not valid JSON	The tool sent something unreadable
Failed, Not enough money in your wallet	Add money to your wallet. The next events will send
Failed, Could not reach WhatsApp	A short outage. The next event will work
Failed, WhatsApp did not accept the message	Check the template is approved and the phone number is right
Failed, Connect a WhatsApp number first	No WhatsApp number is connected to your account

If a message did not go out, start here. See also Troubleshooting.

Pause or disconnect

Pause: switch Active off on the tool's page. Events are ignored until you switch it back on.
Disconnect: click ⋮ at the top right of the tool's page, then Disconnect, and confirm.

Key ideas

Webhook URL

Each tool gets its own address that it sends events to. You find the exact address, with your account already in it, on the tool's page. Paste it into the tool's webhook settings.

Send it to (phone field)

Tells us where in the tool's data the customer's phone number is. Common examples are customer.phone (Shopify), billing.phone (WooCommerce (older setup)) and contact (Razorpay). The number should include the country code. A leading + is removed for you.

Filling the variables

Each blank in your template ({{1}}, {{2}} and so on) is filled with a value from the tool's data, for example the customer's first name or the order number. If the data does not have that value, the blank is left empty, so check Activity if a message looks incomplete.

Tools with several events

Some tools send many kinds of events to the same URL. You pick one template per event:

Tool	Events
Razorpay	Payment captured, payment failed
Stripe	Payment succeeded, payment failed
Shopify	Abandoned cart, order paid, order cancelled
WooCommerce (older setup)	Order created, order updated
Freshdesk	Ticket created, ticket updated
Calendly	Booking made, booking cancelled

Security

Set the webhook secret. Razorpay, Stripe, Calendly, Xendit, Shopify Marketing and WooCommerce (older setup) sign their events. With the secret saved, we reject any event whose signature does not match, so nobody can send fake events to your URL. For these tools the secret is required: until it is saved, their events are refused. Saved keys and secrets show as Saved in the form; type a new value only to replace one.

Your keys and secrets are stored securely in your account and used only to receive and check your own events.

Plan limits

Some plans include only some integrations. A tool that is not on your plan asks you to upgrade instead of showing Connect.

Pick a guide

Payments: Razorpay, Stripe, PayPal, Cashfree, PayU, Xendit, Aspire, Zoho Payments
E-commerce: Shopify, Shopify Marketing (older setup), WooCommerce, WooCommerce (older setup)
Automation: Google Sheets, Zapier, Pabbly, Make, Google Sheets (older setup)
CRM: Zoho CRM, Zoho CRM (older setup), HubSpot, Salesforce, Freshworks CRM
Finance and support: Zoho Billing, Zoho Books, Zoho Billing (older setup), Freshdesk, Calendly
Anything else: Generic Webhook, for any tool that can send an HTTP POST
Problems: Troubleshooting