Integrate WhatsApp Business with Cal ID
1
Install WhatsApp Business and connect
- Log in to Cal ID.
- Go to the Apps section.
- Search for WhatsApp Business and install it.
- Personal account — for individual use.
- Team account — for team collaboration.
Pick the path that matches your situation:
- Already have a WhatsApp Business account? Continue with the next step below.
- Need to create a new account? See Create a new WhatsApp Business account.
- Connecting an existing WhatsApp Business app? See Connect with WhatsApp Business app.
2
Choose your business portfolio
Select the business portfolio associated with your WhatsApp Business account, then pick the WhatsApp Business account (the number) you want to use.
Your address and Tax ID must be verified on Meta to trigger the templates.
3
Select your phone number
Choose the phone number from the list you want to use with WhatsApp Business, then click Next to proceed to the confirmation step. This number becomes the main contact point for your WhatsApp Business integration.
4
Confirm the information
Review the information and click Confirm to verify your settings. This ensures everything is set up correctly before finalizing the connection.
5
Set up the workflow
After you click Confirm, your WhatsApp Business app is installed and connected to your Cal ID account.Next, go to Cal ID and choose the event type where you want the workflow. Select your WhatsApp Business phone number, choose the template from the Message Template dropdown, and save the workflow.
WhatsApp Business is connected and attached to your workflow. Reminders will now be sent from your own business number.
Next steps
Connect an existing app
Link a WhatsApp Business app already installed on your phone.
Create a new account
Set up a new business portfolio and WhatsApp Business account in Meta.