# 1b) Embedded Connection (Advanced)

Follow these updated steps to connect your WhatsApp Cloud API account using **Meta's Embedded Signup Flow**. This method ensures a fully OAuth-based, secure, and faster setup inside Perfex CRM. Do not use this method, unless there is a special requirement (SaaS business setups etc).<br>

## 🔧 Configuration Steps

***

### &#x20;1. Create or Open Your Meta App

1. Sign in to [Facebook for Developers](https://developers.facebook.com/).
2. Click **My Apps** → **Create App**.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2F0I5MMunLJlCDTtMNJ2KY%2Fimage.png?alt=media&#x26;token=f440266b-0dd4-4902-b57c-e3885b85f4fb" alt="Create Facebook App"><figcaption></figcaption></figure>

3. Select **Business** as the app type.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2Feni33NizK5aPCs1YILNo%2Fimage.png?alt=media&#x26;token=2ee76d6c-091a-43b5-ab55-6ad955e76165" alt="Select Business App Type"><figcaption></figcaption></figure>

4. Fill in your **App Name**, email, and click **Create App**.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2FE4fQZoOdtq6lxioPwSsM%2Fimage.png?alt=media&#x26;token=2a5240ee-de4d-41e5-aae1-1d8fa524568c" alt="Fill Business Information"><figcaption></figcaption></figure>

✅ If you already have an app, you can simply select it from the list.

***

### 2. Add WhatsApp Product

1. Inside your App Dashboard, click **Add Product**.
2. Find **WhatsApp** and click **Set Up**.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2Fo2jnvH3Orcaw95j9Fky1%2Fimage.png?alt=media&#x26;token=885112d2-9c2a-4129-943a-6f5c4381e2ce" alt="Set up WhatsApp Product"><figcaption></figcaption></figure>

3. Accept Terms and Conditions.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2FJqj5dEHE5usaEF5vS0P9%2Fimage.png?alt=media&#x26;token=705db789-2fa5-4c9e-94a8-99dfd5253093" alt="Accept Terms and Conditions"><figcaption></figcaption></figure>

***

### 3. Get Your App Credentials

1. Go to **Settings > Basic** inside your App.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2FE4fQZoOdtq6lxioPwSsM%2Fimage.png?alt=media&#x26;token=2a5240ee-de4d-41e5-aae1-1d8fa524568c" alt="View App ID and App Secret"><figcaption></figcaption></figure>

2. Find your **App ID** and **App Secret**:
   * **App ID**: Copy it and paste it into the **Meta App ID** field inside your WhatsApp Chat Module settings.
   * **App Secret**: Click **Show** to reveal it and paste it into the **Meta App Secret** field inside your Module settings.

📌 *Note: You may be asked to re-enter your Facebook password when revealing the App Secret.*

***

### 4. Create an Embedded Signup Configuration

1. In your App, navigate to **WhatsApp > Embedded Signup** section.
2. Click **Create Configuration**.

<figure><img src="https://1716777396-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8RAnu4FDDi19J83WzSNX%2Fuploads%2F2NbCu1bvrgwbIo2uVzPK%2Fimage.png?alt=media&#x26;token=8eb23104-e1a9-4155-a974-46478d831045" alt="Create Embedded Signup Configuration"><figcaption></figcaption></figure>

3. Enter your **Redirect URI** (typically):

   ```
   https://yourdomain.com/whatsapp/webhook/oauth_callback
   ```
4. After creating, you will receive a **Configuration ID**.

✅ Copy and paste the **Config ID** into the **Meta Config ID** field inside your module settings.

***

### 5. Set App to Live Mode

1. After testing, go back to your App Dashboard.
2. Switch your App from **Development Mode** to **Live Mode**.

This step is required for production access and real WhatsApp numbers.

***

## 📋 Final Checklist

| Item                    | Required | Where to Use           |
| ----------------------- | -------- | ---------------------- |
| ✅ App ID                | Yes      | Module Admin Panel     |
| ✅ App Secret            | Yes      | Module Admin Panel     |
| ✅ Config ID             | Yes      | For Embedded Signup    |
| 🔁 Redirect URI         | Yes      | In Meta App Config     |
| 🔒 Webhook Verify Token | Optional | For webhook validation |

***

## 🎯 Final Step: Start Embedded Signup

After saving **App ID**, **App Secret**, and **Config ID** inside your Perfex CRM Module:

* Click 📥 **Start Embedded Signup**.
* Complete the OAuth signup flow securely with Meta.
* Upon success, your WhatsApp Business Account will be connected automatically.

***

✅ Now your WhatsApp Cloud API is ready and fully integrated with Perfex CRM using the official OAuth Embedded Signup!

🛠 Need help? [Contact Support](https://themesic.com/clients)

***