How to Set Up WhatsApp for a Sub-Account

WhatsApp Business Integration Guide

Connect your WhatsApp Business account to Chat To Clients CRM. Choose the method that fits your situation.

Choose Your Method

1 Connect Your Existing WhatsApp Business AppKeep using your existing app alongside the platform (Coexistence) 2 Connect a New WhatsApp Business NumberStarting fresh with a brand-new number 3 Migrate from an Existing BSPSwitch from another Business Solution Provider

Method 1 Connect Your Existing WhatsApp Business App

Unsupported CountriesThe Coexistence feature is not available for phone numbers from Nigeria or South Africa.

Start the Signup Process

Navigate to Settings > WhatsApp and select Connect your WhatsApp

Continue with Signup

Follow the on-screen instructions to begin the registration process.

Connect to Chat To Clients CRM

Click Continue to proceed with the integration.

Select WhatsApp Business App

Click Connect a WhatsApp Business App, then tap Next.

Enter Your Phone Number

Add your WhatsApp Business phone number and tap Next.

Verify Your Account Details

Review your WhatsApp Business Account details and make any corrections before proceeding.

Import Contacts & Chat History

Import contacts and up to six months of chat history from the WhatsApp Business App into Chat To Clients CRM.

Update your WhatsApp Business App to the latest version before this step.
Look for a message from the official Facebook Business account and scan the QR code when prompted.

Connect to the Business Platform

Scan the QR code to complete the connection. You can continue using your WhatsApp Business App alongside the Business Platform.

Share Chat History & Contacts

Your contacts and conversations will be securely synced with Chat To Clients CRM.

Setup Complete

Your WhatsApp Business App is now successfully integrated with Chat To Clients CRM.

Review and Confirm

Check all entered details carefully, then click Confirm.

✓

Integration Complete

Click Finish. Your WhatsApp Business App is fully integrated with Chat To Clients CRM.

NOTE
1. Sending template messages is not supported via the WhatsApp Business App — they can only be sent through the CRM.
2. You will manage your WhatsApp profile from the WhatsApp Business App, not the CRM.
3. You can only have a maximum of one phone number under Coexistence.

Method 2 Connect a New WhatsApp Business Number

Start the Signup Process

Navigate to Settings > WhatsApp and click Create a new WhatsApp business account.

Continue with Facebook

Click Continue with Facebook and log in using the Facebook account associated with your business.

Begin Setup

Tap Continue to initiate the integration process.

Enter Phone number

Enter a new business phone number, or select an existing phone number from the dropdown, to associate with their WhatsApp Business Account.

Phone Number Dropdown

The phone number dropdown offers two ways to supply a number: Enter a new phone number, or Use a display name with a virtual number instead. Below those, it lists the business phone numbers already associated with the business customer, each with its eligibility status, which the business customer can search and select from.

Verify via OTP

Enter the one-time password received by SMS or voice call, then click Next.

Review Business asset Selection Screen

Select existing business assets, such as a Meta business portfolio and WhatsApp Business Account, to use with the new phone number.You can also create new assets if you have not reached portfolio limit.