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WhatsApp Business Integration in Cogmento CRM

Cogmento CRM enables seamless integration with WhatsApp Business from Meta, letting you engage with your contacts directly from your CRM system. To activate this integration, you will first need a WhatsApp Business account.

Setting Up WhatsApp Business Account

If you don’t have a WhatsApp Business account yet, you can set one up by following these steps:

Download the WhatsApp Business app from the Google Play Store or Apple App Store. Open the app and follow the prompts to create your account. You’ll need a unique phone number that isn’t already associated with a WhatsApp account.

Set up your business profile by entering your business information.

You will also require to set up programmatic access to your WhatsApp Business account. This is where things get a bit technical, but we’ll walk you through it.

Setting up your Business and getting API key from Meta

Step 1

Create your business account in Meta Business Manager.

Step 2

Verify your business account. This part is required by Meta.

Step 3

Create your business Facebook app, and look at the WhatsApp section. Meta allows you to create a temporary token which can be used for 24 hours before it requires renewal. This might work for testing purposes, but it’s not ideal for regular usage. The WhatsApp Configuration screen has a link describing how to create a permanent token here

WhatsApp Setup

Activating WhatsApp Business Integration in Cogmento

Once your WhatsApp Business account is ready, follow these steps to integrate it with Cogmento CRM:

Navigate to the ‘Settings’ area of Cogmento CRM, then to the Accounts tab and to the WhatsApp section.

Here you can paste the WhatsApp token (ideally the permanent one) and the phone Id which you can get from the Meta porta.

WhatsApp Setup

Once saved, you will be able to copy the webhook url and verification code back to Meta’s porta under the configuration screen:

WhatsApp Configuration

WhatsApp Hook

And setup the hook fields required:

WhatsApp Hook Fields

Now we’re ready to send out messages.

Note that in order for a person to receive a message from your WhatsApp business integration they need to add you or interact with you before hand.

Under Contact pages you can find the WhatsApp logo in the toolbar, which expands to show available phone numbers where applicable.

WhatsApp Setup

Click on the number to open the message box:

WhatsApp Setup

You can see the messages in the WhatsApp tab of each contact, as well as status updates and replies.

WhatsApp Setup

As WhatsApp Business and Meta’s APIs continue to evolve, there might be changes or additional capabilities to the integration process or features available. Always refer to the latest official documentation or updates from Cogmento CRM, WhatsApp Business, and Meta for the most current information.