Connect WhatsApp Business API to Zoho Campaigns

Connect Your Account to the WhatsApp Business API

You can integrate your WhatsApp Business account with Zoho Campaigns. This allows you to manage your contacts, send WhatsApp campaigns, and store WhatsApp content templates. This document walks you through the requirements for connecting your WhatsApp Business account with Zoho Campaigns. Once integrated, you can start using WhatsApp as a channel to reach your audience, manage contacts, and run campaigns from a single place.

Prerequisites 

Before integrating your WhatsApp Business account with Zoho Campaigns, make sure you meet the following requirements:

  • You must have a WhatsApp Business account and dedicated phone numbers to use the WhatsApp Business API. An authentication code will be sent to the dedicated number to verify it on the platform.

  • You must have a personal Facebook account (linked to your business email) to send WhatsApp campaigns.

  • You must have a valid business website, along with a legal business name and address that can be displayed in campaigns if required.

Notes
Notes
Only one WhatsApp Business account can be integrated with Zoho Campaigns at a time.
How to integrate with WhatsApp business account?  

  1. From the Navigation toolbar, click Campaigns, and select WhatsApp.

  2. Click Connect.

  3. You’ll have to login to your Facebook account. Enter the credentials and login.

  4. Once you login to Meta (Facebook), you can select an existing business account or create a new one. Choose an existing business and select your business from the dropdown.
    Select an account

  5. Agree to the terms and conditions by clicking Next in the respective popup. Follow through the process and verify your business phone number.
    Verify phone number

If you are creating a new WhatsApp business account:  

  1. From the Navigation toolbar, click Campaigns, and select WhatsApp.

  2. Click Connect.

  3. You’ll have to login to your Facebook account. Enter the credentials and login.

  4. Once you login to Meta(Facebook), you can select an existing business account or create a new one. Choose create a new business account option.
    Select an account

  5. Enter the details about your business and then proceed to create a business portfolio. The details are:

    1. WhatsApp business name

    2. WhatsApp business email address

    3. Website or profile page

    4. Country
      create new WhatsApp business account

    5. Agree to the terms and conditions by clicking Next in the respective popup.

    6. Choose a business account and create a new business profile.

    7. Create the WhatsApp business account by providing the following details:

(a)WhatsApp business account name (provided in the previous step
(b) WhatsApp profile display name
(c)Business category
(d) Business description and website (optional)
business account creation

8. Add the phone number for verification. This is the number that people will see when they chat with you. Click Next.

Add phone number

9. The account will be integrated with Zoho Marketing Automation once you verify the phone number by entering the appropriate verification code.

10. Click Save after reviewing Zoho Social's Terms and Policies. 

Review Zoho Social Permission

Notes

Note:

Once you've integrated Zoho Campaigns with your WhatsApp Business account, you need to add phone numbers through which campaigns will be sent.

Add phone numbers 

To add phone numbers,

  1. Click the Settings icon at the top right of the screen.

  2. Click WhatsApp.

  3. Click Overview

  4. Under Phone numbers, click Associate Number.

  5. Click Add New Number

  6. Log in to Facebook and add a new number.