bitCRM

How to Integrate bitCRM with WhatsApp Cloud API

Follow this step-by-step guide to set up the integration:

Step 1: Access Integrations

1. Navigate to the "Integrations" dashboard. Select “WhatsApp Cloud API”.

Select “WhatsApp Cloud API”

Step 2: Choose your setup.

1. Choose whether you already have a WhatsApp API account or not.

Choose your setup

If You Have a WhatsApp API Account:

1. Choose "I already have a WhatsApp Cloud API account". Click "Connect to Meta", then "Reconnect".

Click "Reconnect"

2. Refresh the “Integrations” page, select your WhatsApp Cloud API and click "Connect to Meta".

Refresh the “Integrations” page, click "Connect to Meta"

If You Don’t Have a WhatsApp API Account

1. Choose "I don't have a WhatsApp API". Click "Connect to Meta", then "Continue as your Facebook Account".

Click "Continue as your Facebook Account"

2. Click "Get started".

Click "Get started"

3. On the "Fill in your business information", click the "Business portfolio" dropdown and choose between:

Choose your Business portfolio
  • Create a business portfolio and fill in details like "Business name," "Business email," "Business website pr profile page," and "Country".
Fill in "Business name," "Business email," "Business website pr profile page," and "Country"
  • Or select an existing business portfolio from the dropdown, which will auto-fill the form.
  • Click "Next".

4. On the  "Create or select your WhatsApp Business Account", click the "Create a WhatsApp Business Account" and “Create or Choose WhatsApp Business Profile” dropdown and choose between:

  • Choose "Create a WhatsApp Business Account" and in the next dropdown, "Create a new WhatsApp Business Profile."
Choose "Create a WhatsApp Business Account" and "Create a new WhatsApp Business Profile"
  • Fill in "WhatsApp Business Account Name," "WhatsApp Business display name," and "Category". Then click “Next”.
Fill in "WhatsApp Business Account Name," "WhatsApp Business display name," and "Category"
  • Or select an existing “WhatsApp Business account” and, in the "Create or choose WhatsApp Business Profile" dropdown, choose to "Create a new WhatsApp Business profile."
Select an existing “WhatsApp Business account” and "Create a new WhatsApp Business profile"

#Importance You can create multiple profiles on your WhatsApp Business account.

5. Enter a phone number to receive the verification code in "Add a new or existing number."

Enter a phone number
Enter your verification code

6. Complete the process by clicking "Add payment method"

Click "Add payment method"

Note: We highly recommend enabling two-factor authentication for enhanced security.

For further assistance, reach out to us at [email protected].

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