Integration schemes

We have published a set of API methods that can be used to create integrations. We can distinguish two types of integrations:

  1. Public integrations — integrations that are made according to our prepared “schemes” and published in the marketplace of Wazzup integrations.
  2. Non-public integrations — integrations that are not published on the integration marketplace. Often made for individual use.

If you want to create a public integration, here are two important conditions:

  • You have to make the integration according to our integration schemes.
  • You have to go through a review.
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And here are the schemes

An integration schema is a prepared integration concept that serves two main functions:

  • maximizes the value to the user from future integration.
  • simplifies the integration development process, through top-level step-by-step instructions.

To choose the most effective integration scheme for you, you should understand the target audience of your CRM or chat platform. That will allow you to make the right choice that maximizes the benefits of our products.

Integration with Wazzup can be accomplished through different approaches:

  • Using Wazzup chat interfaces: Wazzup embedded chats (iFrame) or Wazzup Web.
  • Using your own interfaces for handling chats. Wazzup acts as a channel provider or “transport” in this case.

We recommend using our chat interfaces for integrations, because:

  • You don’t need to develop, refine, or maintain your own interfaces to handle conversations.
  • We are constantly improving our interfaces, making them more usable and valuable to the user, because this is our core product.

Integration scheme with customer management

This integration scheme is suitable for CRMs whose CA has a long customer record, including transferring it from the sales manager to the account manager.

This scheme is the “classic” and most complete. We recommend taking it as the basis for any integration with us.

Implementation with iFrame
What Why
Set up synchronization of user accounts of your CRM and Wazzup This will help Wazzup have an up-to-date list of your users who will work with Wazzup chats, handling incoming dialogues.
Learn how to open a chat window 1. The window with all chats available to the user (“scope”: “global”)

There are all chats, which are available to the user.  The window can be opened by clicking on the button. We recommend placing it in a prominent place.

2. Chat window with a specific contact (“scope”: “card”)

This window displays the chats available to the user with specific contacts. For example, which are indicated in the transaction card.

We recommend that you place the button that opens the window in the entity of the contact and deal.

Set up synchronization of your CRM contacts with Wazzup This is necessary in order to:

  • show dialogues to managers who are indicated as responsible for the contact,
  • the user could quickly get to the contact card in CRM,
  • it was possible to initiate a chat from the contact card with those contacts that were created in CRM before connecting to Wazzup.
Set up synchronization of deals from your CRM with Wazzup This is necessary in order to:

  • show dialogues to managers who are indicated as responsible for the deal,
  • the manager could see the list of open and closed deals for this contact, and quickly get to the deal card in CRM.
Set the unanswered counter Indicates that there are unanswered messages. We recommend that you place it on the button, by which the manager goes to the window with all available chats.
Learn how to receive and process webhooks 1. Webhook about creating a new contact and deal.

2. Receiving new messages → for use in your notification system.

3. Updating the status of channels (optional).

Load the funnels with stages This will allow us to send a webhook about the creation of a new contact and deal when a new customer writes.
Debug the “Deals” dropdown 1. Check if the links in PATCH /v3/contacts are transferred correctly to display a link button to the contact page in CRM.

2. Check the correctness of transferring links in PATCH /v3/deals to display links to existing deals with this contact.

3. Learn how to create new deals in one of the following ways:
– process a webhook when a user clicks on + from a “Deals” dropdown,
– by event.

Set up WAuth 1. Learn how to get state from authRedirectUri

2. Learn how to send POST /connect

Apply for a listing on the Wazzup Integration Marketplace

Integration scheme without client maintenance

This integration scheme is suitable for:

  • CRM, the target audience of which does not lead customers for a long time, but makes quick sales, advises users on the status of an order or the availability of goods in stock;
  • CRM or communication platforms used by small contact centers up to four people.

Feature of the implementation scheme:

This target audience does not need transactions, so access to chats can be regulated at the contact level or not at all. Most of these companies give all users the administrator role so that they can work with any entity.

Implementation with iFrame
What Why
Set up synchronization of user accounts of your CRM and Wazzup This will help Wazzup have an up-to-date list of your users who will work with Wazzup chats, handling incoming dialogues.
Learn how to open a chat window

 

1. The window with all chats available to the user (“scope”: “global”)

There are all chats, which are available to the user.  The window can be opened by clicking on the button. We recommend placing it in a prominent place.

2. Chat window with a specific contact (“scope”: “card”)

This window displays the chats available to the user with specific contacts. For example, which are indicated in the transaction card.

We recommend that you place the button that opens the window in the entity of the contact and deal.

Set up synchronization of your CRM contacts with Wazzup This is necessary in order to:

  • show dialogues to managers who are indicated as responsible for the contact,
  • the user could quickly get to the contact card in CRM,
  • it was possible to initiate a chat from the contact card with those contacts that were created in CRM before connecting to Wazzup.
Set the unanswered counter Gives you an indication that there are unanswered messages. We recommend placing it on the icon that opens the global chat when you click on it.
Learn how to receive and process webhooks 1. Webhook about creating a new contact and deal.

2. Receiving new messages → for use in your notification system.

3. Updating the status of channels (optional).

Debug the “Deals” dropdown With the “Deals” dropdown, a manager can quickly switch between the Wazzup and CRM chat interfaces.

Check the correctness of transferring links in PATCH /v3/contacts to display the link button to the contact page in CRM.

Set up WAuth 1. Learn how to get state from authRedirectUri

2. Learn how to send POST /connect

Apply for a listing on the Wazzup Integration Marketplace