Connecting WhatsApp is the first step to bring the CRM to life. You do not need a new number: you use your current business number and the inbox enters the platform.

Requirements

  • A WhatsApp Business number (if you use regular WhatsApp, you can convert it to Business for free).
  • The number must be linked to a Meta business account.
  • The CRM module active in your workspace.

Steps to connect

  1. Open the CRM module and the connection settings

    From the sidebar, open the WhatsApp connection section.

  2. Start the Meta API connection

    Follow the guided flow: Modari takes you to Meta's login and you authorize access.

  3. Choose your number and confirm

    Select the WhatsApp Business number you want to connect and confirm. The inbox appears in minutes.

What happens after connecting

  • Incoming messages show up as conversations in the inbox.
  • Everyone who messages you becomes a contact with history.
  • You reply from the inbox with your team, not from a phone.