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:

✅ Phone Number: Keep your business phone ready to receive the OTP. If you don’t have one, you can get a free testing sandbox number from Facebook — just tap Login with Facebook and choose Get Free Number.

✅ Remove Existing WhatsApp: If you’re using WhatsApp on this number, back up your data and delete the account from your device.

✅ Facebook Business Manager: Make sure you have access to your Facebook Business Manager.

✅ 3Sigma Ultimate Plan: You must be on the 3Sigma Ultimate Plan to use the WhatsApp Business API.

✅ Website & GST: A working website and valid GST number are mandatory for WhatsApp API approval.

✅ Migration: Moving from another provider? Don’t worry — your settings and templates will be migrated. Remove two-factor authentication (2FA) before setup.

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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