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Integration guide

WhatsApp integration guide

Capture supported inbound WhatsApp messages as lead activity without exposing WhatsApp tokens in the browser.

Safe setup rule

RevenueLancer shows only masked credential status in the browser. Keep tokens, secrets, and passwords in secure server-side settings.

What this integration does

  • Receives safe inbound WhatsApp webhook events.
  • Can create leads or append notes when the event is supported.
  • Keeps setup status and recent event summaries visible.

Credentials required

  • WhatsApp Business Account ID
  • Phone Number ID
  • Webhook verify token
  • Webhook callback URL

Where to get credentials

  • Open Meta for Developers and select your WhatsApp app.
  • Find the WhatsApp Business Account ID and Phone Number ID in WhatsApp API setup.
  • Use the RevenueLancer callback URL and verify token in webhook configuration.

How to connect

  • Open RevenueLancer integrations and choose WhatsApp.
  • Save the WhatsApp Business Account ID and Phone Number ID.
  • Copy the callback URL and verify token into Meta webhook settings.
  • Subscribe to the supported message events.

How to test

  • Verify the webhook inside Meta.
  • Send a supported inbound test message.
  • Review recent safe event summaries in RevenueLancer.
  • Confirm the lead or note appears in the business account.

Common errors

  • Webhook verification failed: confirm the verify token matches the value saved in RevenueLancer.
  • Phone number ID missing: copy the exact ID from Meta WhatsApp settings.
  • No inbound lead created: confirm the integration is enabled and the request is a supported inbound text message.
  • Outbound message expected: outbound WhatsApp sending is not enabled in this guide.