WhatsApp Installation and Setup

This SOP outlines how to connect and integrate a WhatsApp device (Android or iPhone) to your MyCRMSIM account for use with HighLevel CRM.

• A smartphone (Android or iPhone) with an active WhatsApp account.
• Access to your MyCRMSIM and HighLevel dashboards.

💡 Note: Once connected, WhatsApp runs on a cloud server. Your device can be turned off and messages will continue sending/receiving.

1. Log in to your MyCRMSIM dashboard.
2. Go to Integrations.
3. If not connected yet:
• Click Connect to your CRM.
• Log in to app.gohighlevel.com (not your white-label domain).
• Follow the on-screen prompts to authorise the connection.
4. For Agency Plans:
• Select Connect Agency and Install under all locations.
• Enable Automatic installation for future locations.
5. For $97 Plan Users:
• Connect sub-accounts individually by repeating the integration for each.
6. Once successful, your dashboard will display Integration Successful.

1. Log in to your HighLevel sub-account.
2. Navigate to Settings > Phone Numbers > Additional Settings.
3. Under Custom Provider, select:
• My SMS Gateway App – SMS, WhatsApp, and iMessage.

1. Go to Sub-Account SIMs in your MyCRMSIM dashboard.
2. Click Connect Locations.
3. Toggle ON the sub-accounts you wish to connect.
4. Click Confirm.

1. Go to Devices > WhatsApp Devices.
2. Click Add Device.
3. Choose one of two connection options:
• Immediate Connect – Scan a QR code from your phone.
• Send Link to Email – Send a connection link to your or your client’s email for remote setup.

1. On your phone, open WhatsApp.
2. Tap ⋮ (three dots) → Linked Devices → Link a Device.
3. Scan the QR code displayed on your MyCRMSIM dashboard.
4. Wait for setup to complete — WhatsApp will now run in the cloud.

1. In MyCRMSIM, locate your newly added WhatsApp device.
2. Click to edit and give it a descriptive name (e.g., Gary WhatsApp Demo).
3. Click Save.
4. Go to Sub-Account SIMs.
5. Click Assign New WhatsApp Device.
6. Select your device and assign it to a sub-account.
• You can leave the user field as No User (default for all users) or assign it to a specific user.

• Primary – WhatsApp
• Fallback 1 – iMessage
• Fallback 2 – WhatsApp
• Fallback 3 – Optional
• Last – Optional

You can set the priority order however you prefer. If one channel fails, myCRMSIM will automatically try the next configured fallback.

• Manual Messages: Send WhatsApp messages directly from contact records using the standard SMS conversation provider.
• Automations: Use standard HighLevel SMS Actions — WhatsApp messages will route automatically.

1. Go to Contacts in your HighLevel sub-account.
2. Send a test WhatsApp message.
3. Confirm delivery on both devices and in the dashboard.
   
   

• Use your device occasionally for manual messages to maintain Meta account trust.
• Keep your WhatsApp account verified and active.
• Don’t use bulk messaging — stick to compliant, conversational use.
• Monitor your device status in MyCRMSIM to ensure the connection remains stable.
  
  

• For SMS as a backup, an Android phone with a MyCRMSIM card is necessary.
• Consult the knowledge base for detailed SMS setup tutorials if needed.
• https://support.mycrmsim.com/category/mycrmsim-installation-and-setup

1. WhatsApp Troubleshooting Guide
2. WhatsApp Phone Specifications
3. Essential WhatsApp Warm-Up Guidelines
4. How WhatsApp Number Warm-Up Works
5. How To Disconnect Your WhatsApp Account From myCRMSIM
6. WhatsApp Warm-Up Do's and Don'ts
7. Connecting Multiple WhatsApp Numbers to a Single Sub-Account in HighLevel CRM
8. Why You Should Manage Storage on WhatsApp (and How to Do It)
9. What to Do If Your WhatsApp Number Gets Restricted