WhatsApp CRM – Meta API Setup Guide
To connect your WhatsApp Business Account with the CRM, you need the following 4 details from Meta:
- WhatsApp Business Account ID (WABA ID)
- Meta Access Token
- Business Phone Number ID
- App ID
Step 1 – Create a Meta App
Open Meta for Developers .
Login with your Meta/Facebook account and go to:
My Apps → Create App
Select the appropriate business option and add:
WhatsApp → Set Up
Step 2 – Get Your App ID
Inside your Meta App, go to:
App Settings → Basic
Copy your App ID.
Step 3 – Get WhatsApp Business Account ID
Open WhatsApp Manager .
Select your WhatsApp Business Account and copy the WhatsApp Business Account ID (WABA ID).
Step 4 – Get Business Phone Number ID
Go back to your Meta Developer App and open:
WhatsApp → API Setup
Find your WhatsApp business number and copy the Phone Number ID.
Step 5 – Generate Meta Access Token
Open Meta Business Settings .
Go to:
Users → System Users → Add
Create a System User and assign your WhatsApp Business Account to it. Then select:
Generate New Token
Make sure the required WhatsApp permissions are available:
whatsapp_business_managementwhatsapp_business_messaging
Generate the token and copy it.
Step 6 – Enter Details in the CRM
Open your CRM and go to:
Meta API Keys → Manual Setup
| CRM Field | Enter |
|---|---|
| WhatsApp Business Account ID | Your WABA ID |
| Meta Access Token | Generated Access Token |
| Business Phone Number ID | Meta Phone Number ID |
| App ID | Meta App ID |
Do not change the Webhook URL generated by the CRM.
Step 7 – Save & Connect
After entering all four values, click:
Save → Fetch
If all credentials are correct, your WhatsApp Business Account will be connected to the CRM.
Quick Checklist
- ✓ Meta App created
- ✓ WhatsApp added to the App
- ✓ App ID copied
- ✓ WABA ID copied
- ✓ Phone Number ID copied
- ✓ Access Token generated
- ✓ Details entered in CRM
- ✓ Save & Fetch completed
