📱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).

🔧 Configuration Steps

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1. Create or Open Your Meta App

1. Sign in to Facebook for Developers.

2. Click My Apps → Create App.

1. Select Business as the app type.

1. Fill in your App Name, email, and click Create App.

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

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2. Add WhatsApp Product

1. Inside your App Dashboard, click Add Product.

2. Find WhatsApp and click Set Up.

1. Accept Terms and Conditions.

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3. Get Your App Credentials

1. Go to Settings > Basic inside your App.

1. 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.

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4. Create an Embedded Signup Configuration

1. In your App, navigate to WhatsApp > Embedded Signup section.

2. Click Create Configuration.

1. Enter your Redirect URI (typically):

   https://yourdomain.com/whatsapp/webhook/oauth_callback

2. After creating, you will receive a Configuration ID.

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

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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.

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📋 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

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🎯 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.

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

🛠 Need help? Contact Support

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