Send WhatsApp messages from CRM automations and nurture sequences.
Connect a provider
Integrations → WhatsApp → Connect (or Leads & CRM → Settings) and choose your provider:
| Provider | What to enter |
|---|---|
| Meta Cloud API | Permanent access token as API key, and your phone number ID |
| 360dialog | API key (and API URL if yours differs) |
| Twilio | ACCOUNT_SID:AUTH_TOKEN as API key, and your WhatsApp sender number |
| Gupshup | API key and source (sender) number |
| Interakt | API key |
| Custom | Your webhook URL and key — we POST the recipient, text and template |
Templates
WhatsApp only delivers messages you start (not replies) if they use a template approved in your provider’s dashboard. Put the template name in the step or CRM template. Within 24 hours of the customer’s last message you can send normal text.