> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatzy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Connect WhatsApp with CRM

The **Integrations** section allows you to connect Chatzy AI with external platforms such as a CRM.\
With **WhatsApp Integration**, you can send and receive messages directly from your CRM, while also receiving delivery status updates and incoming messages.

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### 1. Installation

1. Go to the **Integrations** section in Chatzy AI.
2. Locate **WhatsApp Integration**.
3. Click **Install Integration**.

This step automatically configures the required endpoints and generates security credentials for your CRM connection.

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### 2. Key Settings

Once installed, the integration dashboard provides the following key settings:

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#### API Endpoint & API Key

* **API Endpoint** – The URL where your CRM will send requests to deliver messages through Chatzy.
* **API Key** – A unique key used to authenticate your CRM requests.
  * **Important**: The API Key is shown only once during setup. Store it securely, as it cannot be retrieved later.

#### Webhook Setup

* **Webhook URL** – The endpoint in your CRM where Chatzy sends event notifications.
* **Events to be Sent** – Choose which events to push back to your CRM. Available options include:
  * **Sent** – Message was sent successfully from Chatzy.
  * **Delivered** – Message reached the recipient’s device.
  * **Read** – Message was opened/read by the recipient.
  * **Failed** – Message failed to send or deliver.
  * **New Message** – A new inbound message has been received from the user.

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### 3. How It Works

1. Your CRM sends an **API request** (authenticated with the API Key) to the **API Endpoint** to initiate message delivery.
2. Chatzy processes the request and routes the message to WhatsApp.
3. Status updates and inbound messages are sent back to your **Webhook URL** based on the events you selected.

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### 4. Benefits

* Centralized communication directly within your CRM.
* Real-time synchronization of WhatsApp messages and delivery statuses.
* Automated updates on customer activity, reducing manual intervention.

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### 5. Summary

The **WhatsApp Integration** provides a seamless way to connect Chatzy AI with your CRM:

* Outgoing messages are triggered from the CRM via the API Endpoint.
* Incoming events and messages are synced back to your CRM through webhooks.
* Secure, real-time communication ensures your CRM and Chatzy remain fully aligned.