WABA API onboarding

WhatsApp Business API Onboarding Guide for 3Sigma CRM

Before You Begin

Before you get started with the WhatsApp Business API (WABA) setup, make sure you have the following ready:

1. Phone Number: Ensure you have your business phone number ready to receive the OTP for verification.

1. Remove Existing WhatsApp Account: If you’re currently using WhatsApp with this number, back up your data and remove it from the device.

2. Facebook Business Manager Access: Ensure you have access to your Facebook Business Manager account.

3. 3Sigma Ultimate Plan: You need to be subscribed to the 3Sigma Ultimate Plan to proceed.

4. Migration Note: If you’re migrating from another provider, don’t worry! All settings and templates will be seamlessly migrated to make the transition smooth. Be sure to remove two-factor authentication (2FA) before proceeding with the setup.

Step-by-Step Process

Step 1: Sign Up for WABA API

Sign up for the WhatsApp Business API (WABA) using your Facebook Business Manager account.

Step 2: Permission Review

Grant the necessary permissions for the WABA API to manage your WhatsApp Business account.

Step 3: Business Information

Fill in your business details accurately. This information will be used to create your WhatsApp Business Account (WABA).

Step 4: Set Up Business Profile

Create your WhatsApp Business profile. This information will be visible to your customers when they contact you via WhatsApp.

Step 5: Verify Phone Number

Verify the phone number you want to use for your WhatsApp Business account. An OTP will be sent to this number.

Step 6: Connect to 3Sigma CRM

After verifying the number, authorize 3Sigma CRM to access your WABA account and complete the integration.

Step 7: Configure WABA in 3Sigma CRM

Once the setup is complete, configure your WhatsApp Business API settings within 3Sigma CRM to start managing your WhatsApp communications.

Note : it might some time for Integration to get completed around 15-20 minutes, You can refresh page to get latest status