Prerequisites Before you start, make sure you have: An active CRM account with administrative rights. A valid WhatsApp number for linking. Step 1: Register for Integration 1. Start the Registration Process: Go to the WhatsApp integration platform and choose the free trial option. 2. Fill Out the Form: Enter details such as your agency owner’s name, country code (without leading zeros), and email address. 3. Get Location Information: In your CRM, navigate to the sub-account settings to copy the business profile name and location ID. 4. Complete Registration: Click "Register Now" to finalize the process. Step 2: Link Your CRM 1. Log In to Your CRM: Access your CRM and select the sub-account where you want to add WhatsApp. 2. Enable WhatsApp Gateway: Make sure the WhatsApp gateway is selected and proceed with the integration. Step 3: Finish the Setup 1. Check for Confirmation: After adding the application, you will receive a confirmation link via WhatsApp and email. 2. Add the Link: Copy the provided link and integrate it into the custom menu links in your CRM settings, making it accessible to all accounts. 3. Verify Integration: Find the WhatsApp icon in your CRM, scan the QR code with your WhatsApp number (you might need to do this twice for verification). Step 4: Set Up Messaging 1. Verify Connection: Go to "Phone Numbers" in your CRM settings to confirm the WhatsApp gateway connection. 2. Make WhatsApp Default: Set WhatsApp as your primary messaging provider and save your changes. 3. Start Messaging: You can now access your contact list within the CRM and send messages via WhatsApp. Common Issues and Solutions WhatsApp Integration Not Visible: Ensure that all steps have been followed and the integration link is correctly added. Contact support if the issue persists. Changing the WhatsApp Number: To update the linked WhatsApp number, scan a new QR code with the updated number.