This is the comprehensive enterprise-grade reference for every API credential required to operate the full CRM platform. It covers Meta, Google, LinkedIn, WhatsApp, and third-party integrations end-to-end.

Part 1: Meta Platform Credentials

Step 1: Create a Meta Developer Account

  1. Visit developers.facebook.com and log in with your Facebook account.
  2. Click Get Started and verify your developer account.
  3. Accept the Meta Platform Policies.

Step 2: Create a Business App

  1. Click Create App.
  2. Select Business as the app type.
  3. Fill in App Name and Business Account, then click Create App.

Step 3: Get Your App ID and Secret

Navigate to Settings > Basic. Your App ID is displayed at the top. Click Show next to App Secret to reveal it. Copy both to your CRM settings.

Part 2: WhatsApp Business API

Step 1: Add WhatsApp Product

In your Meta App dashboard, scroll to Add a Product and click Set Up next to WhatsApp.

Step 2: Add a Phone Number

Under WhatsApp > Getting Started, add your business phone number and verify it via OTP.

Step 3: Generate a Permanent System User Token

  1. Go to Meta Business Manager > Business Settings > Users > System Users.
  2. Create a new System User with Admin role.
  3. Click Generate New Token, select your app, and check all WhatsApp permissions.
  4. Copy this token — it does not expire and is your permanent access token.
💡 Pro Tip: Always use a System User token rather than a personal user token. System User tokens are tied to your business, not an individual's account, and won't expire when someone changes their password.

Part 3: Google API Credentials

Google Cloud Console Setup

  1. Visit console.cloud.google.com and create a new project.
  2. Enable the following APIs: Google Ads API, Google My Business API, Google Sheets API, YouTube Data API v3.
  3. Go to APIs & Services > Credentials and click Create Credentials > OAuth 2.0 Client ID.
  4. Set application type to Web Application and add your CRM domain to the authorized redirect URIs.

Part 4: LinkedIn API Credentials

  1. Visit developer.linkedin.com and create a new app.
  2. Under Auth, copy the Client ID and Client Secret.
  3. Add your CRM callback URL to the Authorized Redirect URLs list.
  4. Request the required products: Sign In with LinkedIn, Share on LinkedIn, Marketing Developer Platform.