Optional · do this once your CRM is live

Set up WhatsApp.

13 short steps, one at a time. Do what the step says, then click Next step.

Watch first2 minutes

Then do it below, one part at a time.

1Have these ready

Log in to your CRM, then click Next step.

2Open Settings

  1. Click the gear (bottom left)
The gear at the bottom left

3Add your card

  1. Billing
  2. Payments
  3. The pencil
Billing, Payments, then the pencil

Type your card. Click Save.

4Open your wallet

  1. Wallet & Transactions
  2. Wallet & Recharge
  3. Add balance
Wallet and Transactions, Wallet and Recharge, Add balance

5Add credit

  1. Type 10
  2. Click Add
Type 10, then Add

6Switch on WhatsApp

  1. WhatsApp (left menu)
  2. Scroll down. Click Pay & Subscribe
WhatsApp, then Pay and Subscribe

Confirm. Already says "How would you like to connect?" Then just click Next step.

7Open Phone System

  1. Phone System (left menu)
  2. Add Number
Phone System, then Add Number

8Choose a number

  1. Add Phone Number
Add Phone Number

9Buy the number

  1. Leave United States
  2. Tick any number
  3. Proceed to Buy
  4. If an ID check opens, the business owner does it personally: ID card, then a live selfie. Do not refresh the page.
  5. If it offers A2P registration, skip it. WhatsApp does not need it.
United States, tick any number, Proceed to Buy

Confirm. Write the number down: you need it in step 11.

10Start WhatsApp

  1. WhatsApp (left menu)
  2. Create a new WhatsApp business account
  3. Next
WhatsApp, Create a new WhatsApp business account, Next

A Facebook window opens.

11In the Facebook window

  1. Log in with your Facebook
  2. Choose your business
  3. Make a new WhatsApp account. Name: your business name
  4. Type the number from step 9. Choose Text message

Keep this window open. Facebook now waits for a code.

12Copy the code

Open your CRM in a new tab.

  1. The speech bubble (left menu)
  2. All
The speech bubble, then All

Open the newest message from Facebook. Copy the 6 numbers. Paste them in the Facebook window and finish.

13Check it worked

  1. Click the gear, then WhatsApp. It says Connected
A green Connected next to the number

Reply to our email: WhatsApp connected. You are done.

See all steps on one page

Stuck?

Stop. Take a screenshot of your whole screen. Reply STUCK to our email with it. We reply the same working day.

WhatsApp questions and answers