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6 min readAdvancedAdmin

Connecting WhatsApp for the company (admins)

Two ways to connect a WhatsApp number — Meta's official one (recommended) or Green API (quick).

Pick one way. Once connected, customer messages land on lead cards and you can send from the system.

Open in CloseUp

Steps

  1. 01

    Open it

    Lead sources›WhatsApp

    Lead sources → the WhatsApp source.

  2. 02

    Way 1: Connect with Meta (recommended)

    Click Connect WhatsApp, log in with Facebook and pick the business number. Type: Cloud API or WhatsApp Business app (shared use), with history import.
    Turn on Create lead from unknown number.

    You should see: Status "Connected".
    Note: Ad-blockers can block Meta's window. A number connected to another CloseUp account is rejected.
  3. 03

    Way 2: Green API (quick start)

    Paste the Instance ID and API token, then copy the Webhook URL and Webhook token back into Green API.
    Up to 10 numbers, each with a name, owner rep or Whole company, and one Default.

    Note: The webhook token is shown once — copy it now. Green API is unofficial and less stable.

Questions

Which number sends when there are several?

1) The number the customer last wrote to. 2) Else the handling rep's number. 3) Else the default.

Is there a bot that answers?

There's a "sales bot" that answers and qualifies new contacts. Its setup is currently done by the CloseUp team — contact support.