How to Set Up WhatsApp for a Sub-Account
Learn how to set up WhatsApp in GHL Customer Care sub-accounts. Covers new/existing number setup, templates, pricing, conversations, and agency reselling options.
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WhatsApp Business Integration Guide
Connect your WhatsApp Business account to LeadConnector. Choose the method that fits your situation.
Choose Your Method
1 Connect Your Existing WhatsApp Business AppKeep using your existing app alongside the platform (Coexistence) 2 Connect a New WhatsApp Business NumberStarting fresh with a brand-new number 3 Migrate from an Existing BSPSwitch from another Business Solution ProviderUnsupported CountriesThe Coexistence feature is not available for phone numbers from Nigeria or South Africa.
Start the Signup Process
Navigate to Settings > WhatsApp and select Connect your WhatsApp
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Continue with Signup
Follow the on-screen instructions to begin the registration process.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Connect to LeadConnector
Click Continue to proceed with the integration.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Select WhatsApp Business App
Click Connect a WhatsApp Business App, then tap Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Enter Your Phone Number
Add your WhatsApp Business phone number and tap Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Verify Your Account Details
Review your WhatsApp Business Account details and make any corrections before proceeding.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Import Contacts & Chat History
Import contacts and up to six months of chat history from the WhatsApp Business App into LeadConnector.
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Connect to the Business Platform
Scan the QR code to complete the connection. You can continue using your WhatsApp Business App alongside the Business Platform.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Share Chat History & Contacts
Your contacts and conversations will be securely synced with LeadConnector.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Setup Complete
Your WhatsApp Business App is now successfully integrated with LeadConnector.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Review and Confirm
Check all entered details carefully, then click Confirm.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Integration Complete
Click Finish. Your WhatsApp Business App is fully integrated with LeadConnector.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
NOTE 1. Sending template messages is not supported via the WhatsApp Business App — they can only be sent through the CRM. 2. You will manage your WhatsApp profile from the WhatsApp Business App, not the CRM. 3. You can only have a maximum of one phone number under Coexistence.
Start the Signup Process
Navigate to Settings > WhatsApp and click Create a new WhatsApp business account.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Continue with Facebook
Click Continue with Facebook and log in using the Facebook account associated with your business.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Begin Setup
Tap Continue to initiate the integration process.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Enter Business Details
Fill in all required business information, select Create WhatsApp Business Account, then click Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Add Your Phone Number
Enter the phone number you want to integrate. Make sure it's active and accessible for verification.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Verify via OTP
Enter the one-time password received by SMS or voice call, then click Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Review and Confirm
Check all entered details carefully, then click Confirm.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Integration Complete
Your WhatsApp Business Account is now successfully integrated and ready to use.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Start the Signup Process
Navigate to Settings > WhatsApp and click Migrating from an existing BSP (Business Solution Provider).
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Begin Setup
Tap Continue to initiate the migration process.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Select Business Assets
Choose the business assets you'd like to migrate. Make sure you select the correct WhatsApp Business Account and associated assets.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Enter Business Details
Fill in all required business information accurately, then click Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Add Your Phone Number
Enter the phone number you wish to migrate. Ensure it's active and accessible for verification, then click Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Verify Your Phone Number
Click Next to receive your verification code and proceed with number verification.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Enter the OTP
Enter the one-time password received by SMS or voice call, then click Next.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Review and Confirm
Check all entered details carefully, then click Confirm to complete the migration.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
Migration Complete
Your WhatsApp Account has been successfully migrated and is ready to use.
All 2 steps in this procedure
- Update your WhatsApp Business App to the latest version before this step.
- Look for a message from the official Facebook Business account and scan the QR code when prompted.
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