Help Center

WhatsApp Business Integration Guide

Connect your WhatsApp Business account to your CRM. Select the setup method that matches your current situation.

Connect Your Existing WhatsApp Business App – Continue using your current app alongside the CRM (Coexistence)
Connect a New WhatsApp Business Number – Start fresh with a brand-new phone number
Migrate from an Existing BSP – Switch over from another Business Solution Provider

Note: The Coexistence feature is not available for phone numbers from Nigeria or South Africa.

Start the Setup Process
Go to Settings > WhatsApp and select Connect your WhatsApp.
Continue the Registration
Follow the on-screen prompts to begin the registration.
Connect to the CRM
Click Continue to proceed with the integration.
Select WhatsApp Business App
Click Connect a WhatsApp Business App, then tap Next.
Enter Your Phone Number
Add your WhatsApp Business phone number and tap Next.
Verify Your Account Details
Review your WhatsApp Business Account information and correct any errors before continuing.
Import Contacts & Chat History
Import your contacts and up to six months of chat history from the WhatsApp Business App into the CRM. Ensure your WhatsApp Business App is updated to the latest version. You will receive a message from the official Facebook Business account and will be prompted to scan a QR code.
Connect to the Business Platform
Scan the QR code to finalize the connection. You can continue using your WhatsApp Business App alongside the CRM platform.
Share Chat History & Contacts
Your contacts and conversation history will be securely synchronized with the CRM.
Setup Complete
Your WhatsApp Business App is now successfully integrated.
Review and Confirm
Check all details carefully, then click Confirm.

Integration Complete
Click Finish. Your WhatsApp Business App is fully integrated.

Sending template messages is not possible through the WhatsApp Business App; they can only be sent via the CRM.
You will manage your WhatsApp profile from the WhatsApp Business App, not from within the CRM.
You can only have a maximum of one phone number set up under the Coexistence method.

Start the Setup Process
Navigate to Settings > WhatsApp and click Create a new WhatsApp business account.
Continue with Facebook
Click Continue with Facebook and log in using the Facebook account linked to your business.
Begin Setup
Tap Continue to start the integration.
Enter Business Details
Fill in all required business information, select Create WhatsApp Business Account, then click Next.
Add Your Phone Number
Enter the phone number you wish to integrate. Ensure it is active and can receive verification messages or calls.
Verify via OTP
Enter the one-time password received via SMS or voice call, then click Next.
Review and Confirm
Check all details carefully, then click Confirm.

Integration Complete
Your new WhatsApp Business Account is now successfully integrated and ready to use.

Start the Migration Process
Navigate to Settings > WhatsApp and click Migrating from an existing BSP (Business Solution Provider).
Begin Setup
Tap Continue to initiate the migration.
Select Business Assets
Choose the business assets you want to migrate. Be sure to select the correct WhatsApp Business Account and its associated assets.
Enter Business Details
Accurately fill in all required business information, then click Next.
Add Your Phone Number
Enter the phone number you are migrating. Confirm it is active and accessible for verification, then click Next.
Verify Your Phone Number
Click Next to receive your verification code and proceed with number verification.
Enter the OTP
Enter the one-time password received by SMS or voice call, then click Next.
Review and Confirm
Check all entered details carefully, then click Confirm to finalize the migration.

Migration Complete
Your WhatsApp Account has been successfully migrated and is ready for use.