WhatsApp Templates in Housing Market CRM — Message Faster
Tutorial 70 of 181 · 45 s
Many buyers prefer WhatsApp. Housing Market CRM Pro lets you prepare WhatsApp message templates in each language you work in — a viewing confirmation, a price update, a thank-you — with placeholders such as the contact’s first name and the property title. This tutorial creates a template, previews it, and then uses it from a contact: the CRM fills in the details and opens WhatsApp with the text ready to send from your own number. Sending and receiving through a WhatsApp Business account inside the CRM is planned for a later release.
In this tutorial you will learn
- Where WhatsApp templates live
- How to write a template with placeholders
- How to use a template from a contact
- What the current WhatsApp integration does and does not do
Follow along: the steps
- Open your Housing Market CRM account.
- Click WhatsApp templates in the left menu.
- Give the template a name.
- Write the message — use for the name.
- Click Save template.
- Open a contact…
- …and find the WhatsApp panel.
- Choose a template: the CRM fills in the details and opens WhatsApp.
- The message is sent from your own WhatsApp number.