Connecting WhatsApp (Meta Cloud API)

What you need

• A Meta Business Manager account.
• A WhatsApp Business Account connected to that Business Manager.
• A verified WhatsApp Business phone number or sandbox number for testing.
• Approved message templates if you plan to send outside the customer-service window.

Generate a permanent access token

1. 1

   Open Business Settings -> System Users

   Create or choose a system user named LeadToSheet.

2. 2

   Assign WhatsApp assets

   Give the system user access to the WhatsApp Business Account and sending phone number.

3. 3

   Generate the token

   Generate a token with whatsapp_business_messaging. Add whatsapp_business_management if you will manage templates from the same token.

Find your phone number ID

The Phone Number ID is not the phone number itself. It is Meta's internal ID for the WhatsApp Business sending number.

1. 1

   Open WhatsApp Manager

   Open WhatsApp Manager from Business Manager and choose the WhatsApp Business Account.

2. 2

   Open Phone Numbers

   Select the sending number and copy the Phone Number ID from the details panel.