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Wati Integration

Wati is a great tool for communicating with your customers through WhatsApp. Capsule provides a direct integration that pulls Wati conversations into Capsule. To configure that in Capsule, go to Account SettingsIntegrationsWati and click the button to Configure Wati.

If you'd also like to syncronise Capsule contacts with Wati, you can do that via Zapier using the following steps:

How to import existing Capsule contacts into Wati

If you already have a set of contacts in Capsule then you can export them all in one go to a CSV file and then import that directly into Wati. To do that you can follow these steps:

  1. Login to Capsule and go to People & Organizations > filter for the contacts you want to export.
  2. At this point it can be helpful to make sure your list contains the columns that you want to bring across to Wati. You can do that using the little 'columns' icon at the top of the list. Wati supports Name, Phone and custom attributes.
  3. Click the button to Export and then choose Visible Columns to include just the columns from your list view. Make sure you also select the CSV option. Note that you need to have export permissions in Capsule in order to do this.
  4. Once you have your CSV file, you need to edit the file to have 3 primary columns - Name, CountryCode and Phone. You will need to manually split the phone number field into the CountryCode and Phone fields.
  5. Then login to Wati and go to the Contacts Module, and from there Import and follow the process to import the CSV file.
  6. Please review Wati's more detailed instructions on the import if you need more help.

How to add new Capsule contacts to Wati

  1. Login to Zapier and create a new Zap.
  2. For the trigger step, search for Capsule and select 'New or Updated Contact in Capsule CRM' as the trigger. Choose the Capsule acocunt you want to use and continue.
    Screenshot showing the New Capsule Contact trigger in Zapier
  3. For the 'Action', choose created and click to continue
    Screenshot showing the created option selected for the Capsule trigger in Zapier
  4. In the next step you want to filter so that only contacts with phone numbers are included in the Zap. Search for 'Filter' and select the Filter by Zapier step. Setup this step to 'Only continue if' Phone Numbers Number is set to Exists
    Screenshot showing the Zapier filter option, filtering for only contacts with a phone number
  5. Next you want to setup the 'Action' to create the new contact in Wati. Search for 'Wati', click on it and select the option to Add a new Contact in Wati.
    Screenshot showing the Wati New Contact Action being selected
  6. At this point you'll be asked to choose a Wati account to use. If you don't already have one connected to Zapier then follow the on-screen instructions to get the API key from Wati and enter it in Zapier.
    Screenshot showing the Zapier prompt to enter an API key for Wati so you can authenticate the integration
  7. Now you need to configure the action to create the new contact in Wati. Choose the name from the Capsule trigger and use the Capsule phone number in the 'identifier' field.
    Screenshot showing the fields you needs to map for the New Contact in Wati action, with suggested options from the Capsule trigger
  8. Test the zap to make sure it's working as expected, and when you're ready, save it and turn it on.

How to update contacts in Wati

If a contact is updated in Capsule and a phone number is added, you can have this exported to Wati.

Create a new Zap, repeating the steps above, but for the action in step 3, choose updated

You'll end up with a Zap that indicates it will create a new contact in Wati when the phone number is set on an updated Capsule contact. Note: Wati will only add the contact if it doesn't already exist, so this won't create duplicate contacts.

If you have any questions about setting up this Zap or need help, please reach out to our support team and we'll be happy to help.