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Step-by-Step

1

Create a Wappfy Account

Create and activate your account through the Dashboard.
2

Create an Instance

Create an instance and connect your WhatsApp number.
3

Integrate with GHL

Access the integrations tab, and click on GoHighLevel to authenticate with GHL.
4

Authenticate with GHL

I. You’ll be redirected to a new tab, where you can log into your GHL account if you aren’t already logged in.
II. Select your account (Sub-Account) and install Wappfy on it.

Here you can deselect the "Wappfy" option and leave only "Wappfy (SMS)" if you only want to use Wappfy through the SMS channel, without another tab called "Wappfy" on GHL message input field.

III. Copy the API Key and InstanceName of your created instance from the Dashboard and paste them into GHL.
5

Finish Integration

Our system will confirm the integration with GHL.

Here you can also set up a CRM pipeline created in the "Opportunities" tab of your GHL account. This way, you’ll have automatic card creation in the CRM for each new contact from Wappfy.

6

Set Wappfy as SMS Provider

For the integration to work 100%, you will need to activate Wappfy as the default SMS provider for your GHL sub-account..
I. Go to your GHL account Settings and click on Phone Numbers.
II. Click on Advanced Settings and select Wappfy as your SMS provider, clicking on Save (even if it is already selected).
7

Finished!

Once done, you’ll be able to respond to your clients through GHL and have control over all conversations conducted via WhatsApp.

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Bonus

1

GHL Connection Settings

Within the integration panel of your instance, you can manage your connection/integration with your GHL sub-account.

2

Workflow Premium Actions

While you can use GHL standard SMS messages to work with Wappfy, you can also use our premium actions to send custom messages.