How to Integrate Corefactors CRM with AiSensy
Step by step process to integrate AiSensy with your Corefactors CRM and automate WhatsApp messages directly via AiSensy - without any custom setup or middleware.
How to Integrate Corefactors CRM with AiSensy
Step by step process to integrate AiSensy with your Corefactors CRM and automate WhatsApp messages directly via AiSensy - without any custom setup or middleware.
What’s this integration all about?
Corefactors is a powerful CRM used by businesses across India to manage leads, track customer journeys, and close sales faster.
With this integration:
Every WhatsApp message you trigger via Corefactors will be sent using your AiSensy WhatsApp Business API account.
You can trigger WhatsApp templates for actions like new lead capture, meeting reminders etc.
After the integration, you'll be able to send WhatsApp messages directly from corefactors. No need to juggle between two platforms.
Connect your Corefactors CRM with AiSensy
Step 1: Get Your AiSensy API Key
Go to AiSensy Dashboard
Click on Manage → API Keys
Copy the API key provided there (or create a new one)
Keep this key safe and confidential
Step 2: Connect API Key to Corefactors
Log in to your Corefactors CRM
Navigate to Integrations → WhatsApp Settings
Select "AiSensy” under “WhatsApp," click on “Connect”
Paste the API Key you copied from AiSensy, & Click Save & Authenticate
If the authentication is successful, you'll see the image on the side.
How to trigger WhatsApp messages directly from your Corefactors CRM?
Step 1: Create a WhatsApp Template message on AiSensy
In AiSensy, navigate to the "Templates" section & create a new template message by clicking "+New".
Step 2. Provide necessary details such as template name, category, and message content
For more info on how to create template messages in AiSensy, check out:
Step 3. Submit the template for approval
Once approved, the template will be available for use in campaigns.
Step 4. Create a Campaign on the AiSensy Platform
Go to the "Campaigns" section in AiSensy.
Step 5. Click on "Launch" and select API Campaign
Step 6. Enter a campaign name and select the approved template.
Save and activate the campaign.
How to Create a WhatsApp Template in Corefactors
1. Access the Content Manager in Corefactors.
Access the Content Manager in Corefactors and click on "Create New Template."
2. Provide a Campaign Name
Provide a campaign name under "WhatsApp Template Information" and compose the message content.
3. Save the template for future use
Sending a WhatsApp Message from Lead Box
Open the Lead Box in Corefactors.
Select the lead for which you want to send a message
Click on "WhatsApp Now."
Choose the appropriate template from the dropdown menu.
Click "Send" to dispatch the message.
Final Step: Recipient/Lead Receives the WhatsApp Message
Once the message is sent successfully, the recipient or lead will receive it on their WhatsApp account.
