Managing customer conversations is easier when your WhatsApp messages live inside your CRM. You can now choose the setup path that fits your business best: connect your current WhatsApp Business App, create a new WhatsApp Business Account, or move over from another provider without giving up your phone number, templates, or message history.

📌 Why This Matters

Many small business owners run into one of three common problems: they already use WhatsApp on their phone and want those chats inside their CRM, they need a fresh business setup with a dedicated number, or they want to switch providers without losing important assets. This update makes each option much more straightforward, so you can keep serving customers without interruption.

• Keep what you already have: Bring over your phone number, approved templates, display name, quality rating, messaging limits, and official business status when eligible.
• Stay connected to customers: If you already use the WhatsApp Business App, you can keep using it on your phone while also managing conversations inside the CRM.
• Start faster: If you do not have a dedicated business number yet, eligible accounts may be able to claim a 555 business number during setup.
• Avoid downtime: Moving from another provider can be done without the usual delays and back-and-forth.

✨ What’s New

• Three setup options: Choose the path that matches your business: connect your existing WhatsApp Business App, create a new WhatsApp Business Account, or migrate from another provider.
• Move from another provider: If your WhatsApp account is with another provider, you can transfer it into the CRM while keeping important business assets intact.
• Chat history sync: When connecting your existing WhatsApp Business App, up to 6 months of chat history can sync into the CRM automatically.
• Built-in guidance: Each setup path includes helpful requirements and reminders before you begin.
• 555 business numbers: Eligible businesses can claim up to two US 555 business numbers, with automatic verification and no call or SMS verification step.

🛠️ How to Use It

1. Step 1: In your CRM, go to Settings → WhatsApp.
2. Step 2: Choose the setup option that matches your situation.
3. Step 3: If you already use the WhatsApp Business App, select Connect your WhatsApp. Make sure your phone number is eligible, confirm it is connected to your business account, and follow the prompts to link it. You can continue using WhatsApp on your phone while bringing conversations into the CRM.
4. Step 4: If you need a fresh setup, select Create a New WhatsApp Business Account. Use a landline, a mobile number not currently on WhatsApp, or a new number. If eligible, you may also see the option to claim a 555 business number during setup.
5. Step 5: If you are moving from another provider, select Migrate from an Existing Provider. Before starting, turn off two-step verification, confirm your business verification is complete, and make sure your display name is approved. Then follow the prompts to complete the transfer.
6. Step 6: Review any setup notes shown in the CRM, especially if you are using a personal number, changing providers, or claiming a 555 number.

💡 Pro Tip

If customers already message your business on WhatsApp, connect it to your CRM first so you can reply faster, keep a full conversation record, and turn more inquiries into booked jobs or sales.