Connecting Your WhatsApp Business Account to HelloSend

Connecting Your WhatsApp Business Account to HelloSend

Guide: Connecting Your WhatsApp Business Account to HelloSend

Here’s how you can connect your WhatsApp Business Account to HelloSend to manage customer communications effortlessly.


Step 1: Start the Setup in HelloSend  

  1. Go to Channels > WhatsApp

  2. Click Connect to begin the integration.

Step 2: Connect to Facebook  

  1. You’ll be redirected to Facebook.

    • If already logged in, you can continue with your Facebook account or log in with a different account.

  1. Click Get Started to allow HelloSend access to manage your WhatsApp account through Facebook.


Step 3: Enter Business Information  

  1. Fill in your business details, including:

    • Business Name

    • Business Email Address

    • Business Website

  1. Click Next to continue.

    • Note: If you have a Facebook Business Manager Account, you can proceed with it.

Step 4: Choose or Create a WhatsApp Business Account  

  1. Select an existing WhatsApp Business Account or create a new one.

  2. Create or select a business profile, and click Next.

Step 5: Set Up Your WhatsApp Business Profile  

  1. If creating a new profile, enter:

    • WhatsApp Business Account Name

    • Display Name

    • Business Category

  1. Click Next.

Step 6: Verify Your Phone Number  

  1. Enter the phone number you want to use for WhatsApp Business.

  2. Choose a verification method:

    • Text Message or Phone Call.

  1. Enter the verification code received and click Next.

    • Note: If using an existing number, ensure it is removed from any current WhatsApp account first. See Migrating an Existing WhatsApp Number for details.


Step 7: Review Permissions and Complete Setup  

  1. Review the required permissions and click Continue.

  2. Finalize the setup. Meta will review your business, but you can start using the number immediately for business conversations.

Step 8: WhatsApp Templates

  1. Once the WhatsApp number is successfully connected, click on "Add Templates" to import the WhatsApp template into HelloSend.



Navigate to your CRM page to send WhatsApp messages directly from your CRM account.



Useful links 





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