WhatsApp Integration & Setup Guide

Welcome to your seamless communication setup! By integrating WhatsApp with your CRM via myCRMSIM, you can send messages directly from your dashboard, automate follow-ups, and even use SMS as a backup if a client isn't on WhatsApp.

The best part? Unlike traditional WhatsApp Business accounts, this setup uses a personal WhatsApp number, meaning no pre-approved templates are required and there is no "24-hour messaging window" to worry about.

Prerequisites

Before you begin, please ensure you have the following ready:

• A Smartphone: You can use an iPhone or Android device.
• Active WhatsApp Account: Have a working WhatsApp account on that phone.
• Dedicated Number (Recommended): We strongly suggest using a separate/dedicated mobile number for your business WhatsApp rather than your personal one. This ensures your personal chats stay private and protects your personal account if the business number is ever flagged for high-volume messaging.
• CRM Access: Ensure you can log in to your CRM dashboard at app.sixfive.io

Setup Steps

Step 1: Receive Your Connection Link

We (SixFive) will initiate the connection process from our master dashboard. You will receive a connection link via email or we will display a QR code for you during a live setup session.

Step 2: Link Your Device

Once you have the QR code open on your computer screen:

1. Open WhatsApp on your mobile phone.
2. Navigate to Settings (iPhone) or tap the three dots ⋮ (Android) in the top right corner.
3. Select Linked Devices.
4. Tap Link a Device. You may be asked for your phone's passcode or biometric ID.
5. Point your phone’s camera at the QR code on your computer screen to scan it.

Step 3: Confirm Connection

• Inform us that this has been completed and we will connect the device to your CRM Account. 
• Note: Your WhatsApp now runs on a private cloud communication server. This means your phone can be turned off or lose internet, and your CRM will still send and receive messages.

Step 4: Configure Your Messaging Preferences

Once your device is linked,we will configure a "Messaging Mode"for you. We will configure this in the background for you:

• WhatsApp Only: Standard messaging through WhatsApp.
• WhatsApp with SMS Backup: If a contact doesn't have WhatsApp, the system automatically sends an SMS instead (Requires an Android-based SMS setup).
• WhatsApp & SMS Together: Sends both simultaneously to ensure the highest chance of your message being read.

Best Practices for Success

• Manual Activity: Occasionally send a few manual messages from the phone itself. This helps maintain "Meta account trust" and keeps your account active.
• Avoid Bulk Blasts: While there are no hard limits, sending hundreds of messages at once can lead to WhatsApp blocking your number. We recommend a "conversational" pace - ideally no more than 1 message per minute for automated campaigns.
• Two-Way Sync: You can still reply directly from your phone! Any message you send or receive on the physical device will automatically sync back to your CRM conversation history.