⭐ Available in the following bundle: Advanced Integrations (incl. in Scale)
⭐ Available on the following plans: Agency, Business
👀 Not sure which plan you're on? Check your subscription here.
Connect WhatsApp directly to your Heyflow - no custom code or workarounds needed - and automatically send personalized WhatsApp messages to leads after they submit a heyflow.
Setup
Connecting your account
Within your heyflow, go to “Integrate” and then to the tab “Custom Auto Replies”
Click on “WhatsApp reply” and "Add account", a pop-up window will appear and ask you to provide your Meta credentials.
Select your business portfolio and create or select your WhatsApp Business account and profile.
❗You have to be an admin of the business portfolio in order to connect the account.
Selecting your WhatsApp phone number
Select the phone number you want to use for sending your WhatsApp messages.
A 6 digit PIN for WhatsApp verification is required when you first select a phone number.
If this is the first time, you can enter any PIN. This PIN needs to be remembered as it will be set to this phone number now.
If you had previously used this number (with Heyflow or other provider) then you need to enter the same PIN you set previously, else it will fail or give wrong PIN error.
Selecting the Phone number field
Make sure the Phone Number block already includes a System Label.
Select the Heyflow field that contains the lead's phone number.
Selecting and customizing the Message template
Select the WhatsApp message template you'd like to use. If you want to create a new template, you can do so directly in your WhatsApp Business account.
You can see the message preview, including the header, content, and footer.
To personalize the message with inputs from the flow, you need to set up message template variables in WhatsApp. In Heyflow you can then map Heyflow fields to the WhatsApp variables.
Click on Connect to set the integration live.
🔎 You can create and update the message templates in your WhatsApp Business account in your Meta dashboard.