WhatsApp Cloud integration: Connect WhatsApp API with CRM
Step-by-step guide to connect WhatsApp Cloud API with Pepper Cloud CRM
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After getting a WhatsApp Cloud API for your business and generating a permanent token, you need to integrate WhatsApp Cloud API with your CRM. Here is a step-by-step guide to integrating WhatsApp Cloud API with Pepper Cloud CRM.
Connecting WhatsApp Cloud API with CRM
Pre-requisites
- Admin credentials of Pepper Cloud CRM
- Connect a WhatsApp Business Profile and Facebook Business account.
- Facebook App and Facebook Business Account are required and you must be the admin of both to connect.
- The business needs to be verified after 500 messages.
Step-by-step process:
1. Login to your CRM.
2. Navigate to Settings by clicking the settings icon in the top-right corner.
3. Click “Integrations” and then, “Channels”.
4. On the next screen, click “New Channel”.
5. Choose “WhatsApp Cloud API” and click “Next”.
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6. In the popup that opens, add the generated access token, Phone number ID, and WhatsApp Business Account ID (from the Facebook Business manager). Click “Next”.
Note: If you are using a temporary access token, it will expire in 23 hours. It is advisable to generate a permanent access token and use it to integrate WhatsApp Cloud API with your CRM.
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7. Copy the Callback URL and Verify Token and paste it into Facebook Business Manager. Click “Next”.
Note: Navigate to “Configuration” in Facebook Business Manager and click “Edit”. Paste the Callback URL and Verify Token in the given fields. Click “Verify and save”.
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8. Add Channel Name, Channel Description, and Greeting Message. Click “Finish”.
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Now that you have successfully integrated your WhatsApp Cloud API with Pepper Cloud CRM, you can start conversing with your leads and customers.