WhatsApp Business API is first-class in the CRM — every inbound WhatsApp thread becomes an Activity tied to a Contact and (when applicable) an Opportunity. Setup happens once per Client.
What you’ll need
- A WABA (WhatsApp Business Account) on Meta Business.
- A phone number registered to that WABA.
- The Meta App Secret for that app.
- A long-lived (or system-user) Graph API access token.
Configuration steps
- In the CRM admin, open the WhatsApp settings for the current Client.
- Paste the
phone_number_idandwaba_idfrom Meta Business. - Paste the App Secret. (v1 stores this as plaintext at rest — column-level encryption lands in v1.5.)
- Paste the access token. v1 is inbound-only, so the token isn’t used at request time, but provisioning it now avoids a backfill when outbound lands.
- Choose a verify token — any string. You’ll paste the same value into the Meta panel during the GET subscribe handshake.
The webhook
Set your webhook URL in Meta to https://crm.infiveminutes.com/api/webhooks/whatsapp and paste the verify token you chose. Meta will GET the URL once to verify, then start POSTing inbound messages. The CRM matches each inbound message to a Client via the phone_number_id Meta puts in the payload.
You can soft-disable a WhatsApp number by toggling enabled off — inbound webhooks return 410 Gone, but the row stays so you can re-enable later without re-entering credentials.