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Smart CRM User Guide
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Connect a WhatsApp number

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Setup

  1. Go to Settings → Integrations → WhatsApp (/settings/integrations/whatsapp).
  2. Use Connect / Add Number and complete Meta Embedded Signup.
  3. Approve permissions and select/register your WhatsApp Business number.
  4. Wait until the number shows as connected.

Sign in to Meta yourself using an account with access to the business and phone number you want to connect.

Send messages from another system

Once your number is connected, see Integrate with the WhatsApp API for developer setup and the public API reference.

Video walkthroughs