This is the complete masterclass for setting up the Meta Cloud API from scratch. Follow every step in order to ensure a successful integration.

Phase 1: Meta Developer Setup

  1. Create a Meta Developer account at developers.facebook.com.
  2. Create a Business-type App and add the WhatsApp product.
  3. Note your App ID and App Secret from Settings > Basic.

Phase 2: Phone Number Setup

  1. Under WhatsApp > Getting Started, add your business phone number.
  2. Verify with OTP. The number must not be currently registered with any WhatsApp account.
  3. Note your Phone Number ID — you will need this in the CRM.
  4. Note your WhatsApp Business Account ID (WABA ID).

Phase 3: Permanent Token

  1. Create a System User in Meta Business Manager.
  2. Assign the System User as Admin on your WhatsApp Business Account.
  3. Generate a token with never-expiring permissions.

Phase 4: Webhook Configuration

  1. Copy your CRM Webhook URL and Verify Token from Settings > Meta Cloud API.
  2. Paste into Meta App > WhatsApp > Configuration > Webhook.
  3. Subscribe to: messages, message_deliveries, message_reads.

Phase 5: CRM Integration

  1. In CRM Settings > Meta Cloud API, enter: App ID, App Secret, Phone Number ID, WABA ID, System User Token.
  2. Click Save & Test Connection. A test message will be sent to your number.
  3. If successful, your WhatsApp channel is live.
🎉 Congratulations: You have successfully connected your WhatsApp Business number to the CRM. You can now receive messages in Live Chat and send broadcasts.