Managing WhatsApp Business Accounts and Phone Numbers in Vault CRM

Business admin users can manage WhatsApp Business Account connections in the WhatsApp Business Administration page. This includes connecting WhatsApp Business Accounts to Vault CRM, connecting phone numbers, and assigning end users to the connected phone numbers.

In Meta, ensure a WhatsApp Business Account is created and associated with the appropriate phone numbers before connecting to Vault CRM. See Create a WhatsApp Business Account and How to Connect Your Phone Number to Your WhatsApp Business Account in Meta's documentation for more information.

With the 25R2.0 release, business admin users can set up WhatsApp Business Accounts and message templates, but end users cannot send and receive messages. End user functionality for WhatsApp Business Messaging will be available in 25R2.2.

Who can use this feature?

  • Browser Users
  • Users do not require an additional license
  • Business Admin Users

Configuring WhatsApp Business Accounts for

Connecting WhatsApp Business Accounts to Vault CRM as

Connecting Phone Numbers for WhatsApp Business Accounts as

Managing Users Assigned to Phone Numbers as

Disconnecting WhatsApp Business Account Connections as

Troubleshooting WhatsApp Business Account Connections as