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Creating a documentation page for the CRM about topic "How to activate WhatApp Plugin" there are 4 requirements.

  1. New Phone number that is not already registered with WhatsApp. You will not be
  2. Registered business with some valid business documents
  3. Business website with ay privacy policy page
  4. Payment method like debit or credit card.

Add important note: once phone number is registered with whatsapp cloud api, you will not be ablet to use that phone number with whatsapp mobile or web app.

Add another note: WhatsApp Cloud API is paid service by WhatsApp. You need to pay WhatsApp for sending and receiving each message. That why you need to add paymet method to WhatsApp Cloud API.

GET Cloud API Credentials Following steps need to be followed to get whatsapp cloud api credentials.

  1. Login to Facebook Developer Portal and hit Create an App button.
  2. Create an App
    1. Choose business portfolio or proceed without business portfolio selection.
    2. Select "Other" for app Use case.
    3. Select "Business" as App Type.
    4. Add App Name
    5. Add App Contact Email
    6. Add Business Portfolio
    7. Add WhatsApp as a Product
  3. Once your WhatsApp Product is added to your freshly created facebook App, its time to activate cloud api.
    1. Expand whatsapp menu on your left and click quickstart.
    2. Click start using api button.
    3. Scroll down and add new phone number

Get Cloud API Credentials

Plugin - WhatsApp Mesaging

Activate WhatsApp Messaging plugin to send and receive messages from Leads.

Requirements

Installation and Activation

  1. Navigate to Plugins Page:

    • Locate and click Plugins button in Settings section of the sidebar. You will redirected to the plugins page.
  2. Find Mail Provider Plugin:

    • Look for the WhatsApp plugin either by searching for it in the plugins directory or by scrolling through the list of available plugins.