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WhatsApp, connected directly to Meta

A WhatsApp Cloud API CRM integration connects your WhatsApp Business account to your CRM through Meta's official API. Vaalo connects directly, with no third-party BSP or aggregator in between, so your team gets a shared inbox on your own business number and every chat lands on the lead record.

What flows from WhatsApp into Vaalo

WhatsApp enquiries on your business number flow into Vaalo's shared inbox. A new number becomes a lead, an existing lead's chat attaches to their record, and delivery status for every message you send is recorded against the conversation.

What happens next

Your team replies from one inbox, conversations are assigned like leads, and templates and broadcasts are sent from the CRM with consent checked at send time. The Greeter and Chaser agents work in the same inbox, and everything they send is visible on the lead timeline.

The WhatsApp CRM → · What is a WhatsApp CRM? → · Meta Lead Ads →

Set it up in plain steps

  1. Open Apps & Connections in Vaalo and choose WhatsApp.

  2. Connect your WhatsApp Business account through Meta's flow, or follow the guided setup.

  3. Pick the number your team will work from and set who can use the inbox.

  4. Send yourself a message and watch it open as a conversation in Vaalo.

Questions, answered plainly

How do I connect WhatsApp to Vaalo?

You connect your own WhatsApp Business account to Vaalo through Meta's flow, either with Embedded Signup or guided steps. Your team then works from a shared inbox on your business number inside Vaalo, and every chat is saved on the lead record.

Is there a BSP or middleman between Vaalo and WhatsApp?

No. Vaalo connects directly to Meta's WhatsApp Cloud API. There is no third-party BSP or aggregator in between, which is also why your number stays yours: the connection is between your business and Meta, with Vaalo as the software your team works in.

See Vaalo on your own leads

Tell us where your leads come from and how your team follows up today. We will show you Vaalo set up for your business type, scope what you need, and give you a fixed quote.