Refrens' WhatsApp Integration allows you to send important documents—like invoices, quotations, and payment reminders to clients from your own WhatsApp number. This means no more switching between platforms, saving you time and making client communication faster and smoother.

Benefits of WhatsApp Integration with Refrens

• One-Click Communication: Share documents instantly with clients or leads in a single click.
• Seamless Workflow: Reduce the need to toggle between apps, keeping all your business communication in Refrens.
• Efficient Document Sharing: Send invoices, quotations, and updates directly to WhatsApp, ensuring timely communication.
• Improved Client Experience: Respond faster and keep your clients engaged with real-time updates.

How to Set Up WhatsApp Integration on Refrens?

Step 1: Go to WhatsApp Integration Settings

Go to Integrations > CRM Integrations > WhatsApp Integration > Click on 'Connect WhatsApp':

Step 2: Connect Your AiSensy account

When you click on “Connect WhatsApp”, you will see the following pop-up form:

Here, you will have to add the Project ID and Access Code of your AiSensy account.

AiSensy is a WhatsApp service provider that allows you to manage your WhatsApp Business account.

Here’s how to create your AiSensy account and set up your WhatsApp Business API >

2.1) Adding Project ID

Once your AiSensy account is set up, go to your AiSensy account. You will see your Project ID in the URL as highlighted below:

Copy this Project ID and paste it into the pop-up modal we saw above.

2.2) Access Code

Next, you will have to generate API keys for your project from your Aisensy Account.

For this, go to your Aisensy Account > Integrations > Refrens as shown below:

Click on Refrens, and go to Set Up:

1. Get WhatsApp Business API: You may have already configured this as described in Step 2. If not, follow the steps in this article: Here’s how to create your AiSensy account and set up your WhatsApp Business API >
2. Install Refrens App: Install the Refrens App to integrate Refrens with your AiSensy account.
3. API Key: Click on generate API keys. Copy this key and keep it saved for future reference.

2.3) Adding API Key and Project ID on Refrens

Go back to WhatsApp integration settings in your Refrens account as shown in step 2.

Paste the API keys you copied from your Aisensy account in the Access Code field.

Also, add your Aisensy project ID as shown in step 2.1.

That’s it! You have successfully connected your WhatsApp Business Account with Refrens.

You will see the details in your WhatsApp Integration section like this:

The next step is creating a template...

2.4) Creating A Template

To learn how to create custom WhatsApp templates in Refrens, follow our step-by-step guide: How to Create and Manage Custom WhatsApp Templates in Refrens

2.5) Set Defaults

If you want to send all your documents from your own number by default, just click on "Set As Default":

2.6) Connect Multiple Numbers

You can also connect multiple WhatsApp Business numbers with your Refrens Account by just clicking on "Add New WhatsApp":

Step 3: Start sending Documents via WhatsApp

To send documents such as invoices, quotations, etc. via WhatsApp, go to the document preview page and click on “Send WhatsApp”:

You will see that “From Number” will now show your connected WhatsApp number:

Select your WhatsApp templates from the "Select Template" dropdown.

You can either send the WhatsApp directly OR schedule it for later.

You can also set up automated payment reminders from your own WhatsApp number from here only.

That’s it!

If you still need assistance, contact care@refrens.com or reach out through Refrens live chat support.

Updated on: 02/11/2026