Integrating new WhatsApp Business API with PipeOne
Integrating WhatsApp with PipeOne allows you to manage your WhatsApp communications efficiently. Follow these steps to set up the integration:
Access PipeOne: Go to the PipeOne website and log in to your account.
Access settings: In the sidebar menu, click on "Settings".
Select Integrations: Within settings, go to the "Channels and Integrations" section.
Select WhatsApp: Click on the option to integrate WhatsApp.
5. Facebook login: Use Facebook login for business to create or update the integration, as WhatsApp Business is required.
6. Connect your account and authorize: Connect your PipeOne account with WhatsApp Business.
7. Select the business portfolio or create a new one
Configure WhatsApp profile: Set up your WhatsApp Business Profile. Note that you can edit this information at any time.
Fill in the necessary details:
WhatsApp Business account name (internal)
WhatsApp Business display name (public)
Country
Category (according to your company)
Time zone
Description (public)
Website
Address
7. Add WhatsApp number: You can receive a free WhatsApp number or add an existing one. Confirm the number via SMS or phone call.
IMPORTANT: If your number from a landline phone you will need to confirm via phone call.
8. Authorize PipeOne
9. Add a payment method: To send messages actively, you may need to add a payment method, which is a requirement from Meta for active messaging capabilities. Otherwise, you can receive messages passively and respond. The payment method is a requirement from Meta, not PipeOne
After this process, it is important to set up two-factor authentication.
After these steps, you will be ready to communicate with people on WhatsApp via PipeOne.