How to connect WhatsApp Business API (Meta) to HelloGrowthCRM
Connect Meta-approved WhatsApp Business API in under an hour. Send templates, broadcasts, and 1:1 conversations from HelloGrowthCRM.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the WhatsApp & Messaging section to browse more guides, compare related tasks, and choose a better starting point.
View all WhatsApp & Messaging guidesWhatsApp is the #1 message channel for India sales. HelloGrowthCRM connects directly to Meta's Cloud API (no BSP markup) — lowest cost, fastest delivery, full features.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Meta Business account
- •Verified business: PAN, GST, address proof for India
- •Phone number not on personal WhatsApp
- •Pro tier or above
- •Meta Business Verification (1-3 days)
- •60-90 minutes
- 1
Open Settings → Integrations → WhatsApp
Settings → Integrations → WhatsApp.
- 2
Click Connect via Meta
Opens Meta embedded signup. Log in to Business Manager.
- 3
Pick or create your WABA
Each Meta business can have multiple WABAs.
- 4
Pick a phone number
Buy new through Meta or migrate existing (must delete personal WhatsApp first).
- 5
Verify the number
Meta sends 6-digit code via SMS or voice. Number is now claimed.
- 6
Submit business verification
Upload PAN/GST + address proof. Approval 1-3 days.
- 7
Wait for verification
While pending, send to test numbers (5 you specify).
- 8
Configure display name and profile
Settings → WhatsApp → Profile. Name approval 24-48 hrs.
- 9
Create your first templates
See Set up WhatsApp templates.
- 10
Send a test message
Lead → WhatsApp icon → pick template → send. Arrives within seconds.
Frequently asked questions
Do I need a BSP?▾
No — direct Meta Cloud API. Most CRMs use BSPs (Twilio, Gupshup) which add markup.
Cost?▾
Meta per-conversation. India: ₹0.30-0.88 by category. We don't add markup.
Can I use my existing personal number?▾
Yes, but must delete personal WhatsApp first. One-way migration.
How fast is approval?▾
Phone: minutes. Display name: 24-48h. Business verification: 1-3 days.
Do I need to be a brand?▾
No — small businesses with valid GST/PAN get verified routinely.
Rate limit?▾
Meta tiers by quality rating. New: 1,000/24hrs. Scales to unlimited.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in WhatsApp & Messaging or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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