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WhatsApp Integration: The Perfect Messaging Platform

WhatsApp Integration: Use WhatsApp Messenger to stay in touch with friends and family. WhatsApp is free and offers simple, secure, reliable messaging and calling, available on

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with WhatsApp. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with WhatsApp.

WhatsApp Integration Tutorials

Authorization of WhatsApp Integration

First, you have to select WhatsApp from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select WhatsApp from the action page.

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Integration Name/Title: Here give the meaningful integration title as per your requirement.

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Create a Business app

You’ll need to create a Business app from Facebook Developer Console to access Facebook services, including WhatsApp.

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create-app

Then you have to select the App type Business And click Next to proceed. Also you have to provide basic information to create an App.

  • Display name: Please provide the proper App name of your preference.
  • App contact email: By default it will take your login email address. This email is used to communicate with you about potential policy violations and recover an app if it has been deleted.
  • Business Account: If you have a Business account, then you can select or leave it blank.
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basic-information
WhatsApp Integration with Bit Integrations - Create an app

After completing these steps you have to add product which is WhatsApp in your app. To Add WhatsApp Click on Set up button.

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Add a phone number

To start sending messages to any WhatsApp number, add a phone number.

Please follow the below steps to set up a phone number

  1. On your Meta Business app, in the left menu, click WhatsApp > Getting Started.
  2. Next to Step 5: Add a phone number, click Add phone number.
  3. Fill in your business information. Then click Next.
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  1. Enter a phone number to use with WhatsApp. You will need to register a number that’s not already associated with a WhatsApp account. If you want to use a number that’s already associated with a WhatsApp account, Learn how to use a number that’s already on WhatsApp.
  2. Click Next to verify your number via text or phone call. It will take few minutes to verify the number.
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Phone number ID, WhatsApp Business Account ID & Access Token

Phone number ID & WhatsApp Business Account ID: On your Meta Business app, in the left menu, click WhatsApp > Getting Started. Now copy the Phone number ID & WhatsApp Business Account ID and paste it into integration setting.

WhatsApp Integration with Bit Integrations - Phone number and business ID
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Access Token: To get Access Token open your App that you have just created on your Facebook Developer Console. But this is a Temporary Access Token; it will be expired every 24 hours and if the Access Token will expire then the integration will not work. So please follow the steps below to create a Permanent Access Token.

WhatsApp Integration with Bit Integrations - Temp API Token

Create Permanent Access Token

Access Token: To get Permanent Access Token open your App that you have just created on your Facebook Developer Console. And click on mark area.

note-icon-bit-apps  Note

The mark area name will be different for you.

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Then Navigate to System Users under Users and click on Add button. Then click I Accept and then Done.

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System Username & Role: Please give the proper Username of your preference. And User Role must be given to Admin. Then click on Create System User. Then click I Accept and then Done

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After successfully Creating System User then click Add Asset and Navigate to Apps and check the App you created for WhatsApp integration and allow Full control. Click the “Save Changes” button to save the process.

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Finally, Click on the Generate New Token button to generate a permanent Access Token. Now select App from drop-down option. And give the permission from Available permissions “whatsapp_business_messaging and “whatsapp_business_management. Then click generate Token button.

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After Completing these step A Permanent Access Token will be generated, you have to copy the token and paste it into integration setting. And click on Authorize button.

WhatsApp Integration with Bit Integrations - Permanent Access Token
authorize

Integration Settings

Message Type: Now select the Message Type from drop-down option which is Template.

Template: You need to create message templates inside the cloud API platform. The message templates are predefined message structures that you need to create and get them approved from Facebook, and after that, you can use these templates to send messages. Just copy the template name paste it into Template option in integrations setting.

message-type-template

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in WhatsApp. The “Phone” field is the default field in WhatsApp, so you will need to map your form’s “Phone” field to this field in WhatsApp.

field-mapping

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your WhatsApp. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

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Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

WhatsApp Integration with Bit Integrations - Integration Log

Use Case

Bit Form with WhatsApp

Bit Form Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Elementor Form with WhatsApp

Elementor Form Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Gravity Forms with WhatsApp

Gravity Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

WPForms with WhatsApp

WPForms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Contact Form 7 with WhatsApp

Contact Form 7 Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Ninja Forms with WhatsApp

Ninja Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Forminator Forms with WhatsApp

Forminator Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Formidable Forms with WhatsApp

Formidable Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Fluent Forms with WhatsApp

Fluent Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

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