myCRMWhatsApp Installation and Setup

Step-by-Step Guide to Connect WhatsApp to myCRMSIM Account

Requirements:
  1. MyCRMSIM account
  2. WhatsApp installed on your phone, this can be an iPhone or Android phone

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


    ✅ Prerequisites
    • Completed integration of MyCRMSIM with HighLevel.

    • 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 Step 1: Connect MyCRMSIM to HighLevel
    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.

    ② Step 2: Connect Sub-Accounts
    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.

    Agency plan users will see all sub-accounts; $97 plan users must connect one at a time.

    ③ Step 3: Add a WhatsApp Device
    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.

    ④ Step 4: Link WhatsApp via QR Code
    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.

    ✅ You can now close the QR page. Your WhatsApp device is active.

    ⑤ Step 5: Name and Assign the Device
    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.

    ⑥ Step 6: Configure WhatsApp in HighLevel
    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.

    This enables WhatsApp messaging through HighLevel workflows and manual messages.

    ⑦ Step 7: Set Messaging Preferences

    In MyCRMSIM under your connected sub-account:

    • Choose your preferred WhatsApp setup:

      • WhatsApp Only

      • WhatsApp with SMS Backup (requires Android SMS connection)

      • WhatsApp and SMS Together

      • WhatsApp with iMessage Backup (requires iMessage integration)

    iMessage will automatically fallback to SMS if sending to an Android device.

    ⑧ Step 8: Sending Messages & Automations
    • 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.

    You do not need a WhatsApp number or plan within HighLevel. MyCRMSIM handles WhatsApp delivery.

    For iMessage fallback automations:

    • Use the Custom iMessage Action available under My SMS Gateway App.

    ✉️ Step 9: Test the Connection
    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.

    🎉 Best Practices
    • 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.


    Your WhatsApp device is now fully integrated with MyCRMSIM and HighLevel — ready to send and receive messages through the unified dashboard.


    Additional Notes:

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