We have published a set of API methods that can be used to create integrations. We can distinguish two types of integrations:
- Public integrations — integrations that are made according to our prepared “schemes” and published in the marketplace of Wazzup integrations.
- 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.
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 need to first understand the target audience of your CRM or chat platform. This question is primary. It is the answer to it that will allow you to make the right choice that maximizes the benefits of our two products.
Integration with Wazzup can be accomplished through different approaches:
- Using Wazzup chat interfaces: Wazzup embedded chats (iFrame) or “manager’s personal account”.
- 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/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 dialogs. |
| Learn how to open a chat window | 1. “Global Chat Window” (“scope”: “global”) — a window with all chats available to the user.
> Global chat window — the place where all chats will be received, which will be seen by all users who have access to Wazzup chats. The icon, on clicking on which, will open the global chat window is recommended to place in a prominent place. 2. “Chat window in contact card” (“scope”: “card”) — a chat window with a specific list of contacts, for example, from a relevant contact card. > “Chat window in contact card” — a way to quickly open a chat with a specific user. We recommend placing an icon which, when clicked, will open a chat window with a specific user recommended to place in the essence of the contact and deal. |
| Set up synchronization of your CRM contacts with Wazzup | This is necessary in order to:
1. Show dialogs to sales reps who are specified as responsible for the contact 2. Quickly get to the contact card in CRM 3. Initiate a chat from the contact card with contacts who were created in CRM before connecting to Wazzup |
| Set up synchronization of deals from your CRM with Wazzup | This is necessary in order to:
1. Show dialogs to sales reps who are specified as responsible for the transaction 2. A sales rep could see the list of open and closed deals for this contact and be able to quickly get to the deal card in CRM |
| 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 on Creating a new contact and deal
2. Receive new messages —> for use in your notification system 3. Channel status update (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 “suitcase” tool | 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: |
| 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:
- CRMs whose target audience does not lead long term customers, but make quick sales, advise users on order status or stock availability
- CRM or communication platforms with small contact center users up to four people
Peculiarity of the realization scheme:
For this target audience, there is no need for the essence of the transaction, so chat accesses can be regulated at the contact level or, conventionally, not regulated at all: most such companies assign all users the “administrator” role, thereby implementing the “everyone sees everything” scenario.
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 dialogs. |
| Learn how to open a chat window | 1. “Global Chat Window” (“scope”: “global”) — a window with all chats available to the user.
> Global chat window — the place where all chats will be received, which will be seen by all users who have access to Wazzup chats. The icon, on clicking on which, will open the global chat window is recommended to place in a prominent place. 2. “Chat window in contact card” (“scope”: “card”) — a chat window with a specific list of contacts, for example, from a relevant contact card. > “Chat window in contact card” — a way to quickly open a chat with a specific user. We recommend placing an icon which, when clicked, will open a chat window with a specific user recommended to place in the essence of the contact and deal. |
| Set up synchronization of your CRM contacts with Wazzup | This is necessary in order to:
1. Quickly get to the contact card in CRM 2. Ability to initiate a chat from the contact card with contacts who 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 on Creating a new contact and deal
2. Receive new messages —> for use in your notification system 3. Channel status update (optional) |
| Debug the suitcase tool | With the suitcase, a manager can quickly switch between the Wazzup and CRM chat interfaces.
1. 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 | |
