Integrations

WhatsApp Integration Guide

A guide on how to integrate your WhatsApp Business Account with Lindy.

By the end of this set up, you'll be able to receive and send WhatsApp Business messages with Lindy.

We've seen users use Lindy to automate everything from customer support tickets to sales inquiries. Let's dive right in!

Note that you can't use an existing phone number registered in your WhatsApp Business app. You will need a separate, dedicated phone number for Lindy to use WhatsApp. This is a limitation with WhatsApp's API.

Steps

1. Create a Meta Developer account: https://developers.facebook.com/docs/development/register

2. On the Meta Developer site, click My Apps:

3. Click Create App:

4. Optionally select a Business Account:

5. Click Other:

6. Click Business:

7. Enter an App Name and Contact Email then click Create app.

8. Click Set up under WhatsApp

9. Choose a Business portfolio and hit Continue

10. Click Start using the API

11. Copy the Phone number ID. You will need this information in a later step.

12. Click App Dashboard then Business settings

13. Go to System users under the Users menu, click Add and create a user with an Admin role.

14. Click Assign assets on the use you just created

15. Go to Apps, then toggle Manage app under Full control and Save changes.

16. Go to WhatsApp Accounts

17. If you don't see your WhatsApp Business account in the list, click Add.

18. Select your WhatsApp Account, then click Assign people

19. Select your account (should say System User) then toggle Full control on and click Assign.

20. Click System users in the side menu, then click Generate new token

21. Set the Token expiration to Never and Permissions to whatsapp_business_management and whatsapp_business_messaging

22. Copy the Access token that was generated. You will need this information in a later step.

23. Navigate to Apps on the side bar, select your app, then hit Open your App Dashboard

24. Navigate to the WhatsApp API setup:

25. Make sure your WhatsApp phone number is selected in the From dropdown:

26. In the Lindy app, add a WhatsApp trigger or action. Click Add account in the account picker.

27. In the first field, enter the Phone Number ID from step 11 above.

In the second field, enter the Access Token from step 22.

28. Create a new webhook now by clicking the dropdown under Lindy Webhook Trigger, clicking Create new... writing a name then hitting the Enter key.