myCRMWhatsApp Installation and Setup

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.

• 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. 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. 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.

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.

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

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.

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.

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.

• 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.

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.

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.
• https://support.mycrmsim.com/category/mycrmsim-installation-and-setup