myCRMWhatsApp Installation and Setup
Step-by-Step Guide to Connect WhatsApp to myCRMSIM Account
- MyCRMSIM account
- 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.
Completed integration of MyCRMSIM with HighLevel.
A smartphone (Android or iPhone) with an active WhatsApp account.
Access to your MyCRMSIM and HighLevel dashboards.
① Step 1: Connect MyCRMSIM to HighLevel💡 Note: Once connected, WhatsApp runs on a cloud server. Your device can be turned off and messages will continue sending/receiving.
Log in to your MyCRMSIM dashboard.
Go to Integrations.
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.
For Agency Plans:
Select Connect Agency and Install under all locations.
Enable Automatic installation for future locations.
For $97 Plan Users:
Connect sub-accounts individually by repeating the integration for each.
Once successful, your dashboard will display Integration Successful.
Go to Sub-Account SIMs in your MyCRMSIM dashboard.
Click Connect Locations.
Toggle ON the sub-accounts you wish to connect.
Click Confirm.
③ Step 3: Add a WhatsApp DeviceAgency plan users will see all sub-accounts; $97 plan users must connect one at a time.
Go to Devices > WhatsApp Devices.
Click Add Device.
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.
On your phone, open WhatsApp.
Tap ⋮ (three dots) → Linked Devices → Link a Device.
Scan the QR code displayed on your MyCRMSIM dashboard.
Wait for setup to complete — WhatsApp will now run in the cloud.
⑤ Step 5: Name and Assign the Device✅ You can now close the QR page. Your WhatsApp device is active.
In MyCRMSIM, locate your newly added WhatsApp device.
Click to edit and give it a descriptive name (e.g., Gary WhatsApp Demo).
Click Save.
Go to Sub-Account SIMs.
Click Assign New WhatsApp Device.
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.
Log in to your HighLevel sub-account.
Navigate to Settings > Phone Numbers > Additional Settings.
Under Custom Provider, select:
My SMS Gateway App – SMS, WhatsApp, and iMessage.
⑦ Step 7: Set Messaging PreferencesThis enables WhatsApp messaging through HighLevel workflows and manual messages.
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)
⑧ Step 8: Sending Messages & AutomationsiMessage will automatically fallback to SMS if sending to an Android device.
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.
Go to Contacts in your HighLevel sub-account.
Send a test WhatsApp message.
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.
Your WhatsApp device is now fully integrated with MyCRMSIM and HighLevel — ready to send and receive messages through the unified dashboard.
Additional Notes:
- 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.