WhatsApp Integration: The Perfect Messaging Platform

WhatsApp Integration: Use WhatsApp Messenger to stay in touch with friends and family. WhatsApp is free and offers simple, secure, reliable messaging and calling, available on

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with WhatsApp. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with WhatsApp.

WhatsApp Integration Tutorials

Authorization of WhatsApp Integration

First, you have to select WhatsApp from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select WhatsApp from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Create a Business app​

You’ll need to create a Business app from Facebook Developer Console to access Facebook services, including WhatsApp.

If you already have a business portfolio, select it. If not, choose “I don’t want to connect a business portfolio yet.”.

Next, select “Other” as the purpose for your app and click “Next.”

Then you have to select the App type Business And click Next to proceed.

You have to provide basic information to create an App.

• Add an app name: Please provide the proper App name of your preference.
• App contact email: By default it will take your login email address. This email is used to communicate with you about potential policy violations and recover an app if it has been deleted.
• Business portfolio (Optional): If you have a Business account, then you can select or leave it blank.

After completing these steps you have to add product which is WhatsApp in your app. To Add WhatsApp Click on Set up button.

Add a Phone Number​

To start sending messages to any WhatsApp business number, you need to add a phone number. WhatsApp will provide a test number for testing purposes, but you must add your own number, which hasn’t been used to create a WhatsApp business account before. If your number has been previously used for a WhatsApp personal account, you’ll need to delete that account first.

Please follow the below steps to set up a phone number

• In your Meta Business app, go to the left menu and click on WhatsApp.
• Next, click on API Setup.
• Under Send and receive messages, find the Form section and click on your test number.
• Click on Add Number.
• Now, you need to create a WhatsApp Business profile to add your phone number. Then click Next.
• Enter a phone number to use with WhatsApp. You will need to register a number that’s not already associated with a WhatsApp account. If you want to use a number that’s already associated with a WhatsApp account, Learn how to use a number that’s already on WhatsApp.
• Click Next to verify your number via text or phone call. It will take few minutes to verify the number.

Phone number ID, WhatsApp Business Account ID & Access Token​

Phone number ID & WhatsApp Business Account ID: On your Meta Business app, in the left menu, click WhatsApp > API Setup. Now copy the Phone number ID & WhatsApp Business Account ID and paste it into integration setting.

Access Token: To get Access Token open your App that you have just created on your Facebook Developer Console. But this is a Temporary Access Token; it will be expired every 24 hours and if the Access Token will expire then the integration will not work. So please follow the steps below to create a Permanent Access Token.

Create Permanent Access Token​

Access Token: To get Permanent Access Token open your App that you have just created on your Facebook Developer Console. And click on mark area.

Then Navigate to System Users under Users and click on Add button. Then click I Accept and then Done.

System Username & Role: Please give the proper Username of your preference. And User Role must be given to Admin. Then click on Create System User. Then click I Accept and then Done

After successfully Creating System User then click Assign Asset and Navigate to Apps and check the App you created for WhatsApp integration and allow Full control. Click the “Save Changes” button to save the process.

Finally, Click on the Generate New Token button to generate a permanent Access Token. Now select App from drop-down option. And give the permission from Available permissions “whatsapp_business_messaging“ and “whatsapp_business_management“. Then click generate Token button.

After Completing these step A Permanent Access Token will be generated, you have to copy the token and paste it into integration setting. And click on Authorize button.

Once you have successfully entered your Phone number ID, WhatsApp Business Account ID & Access Token, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Integration Settings​

Template Message

Message Type: Now select the Message Type from drop-down menu.

Select Template: You need to create message templates within the WhatsApp > API Setup platform. These templates are pre-made message structures that must be created and approved by Facebook. Once approved, you can use them to send messages.

In the WhatsApp integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in WhatsApp. The “Recipient’s Phone” field is the default field in WhatsApp, so you will need to map your form’s “Recipient’s Phone” field to this field in WhatsApp.

Text Message (PRO)

Message Type: Now select the Message Type from drop-down menu.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in WhatsApp. The “Recipient’s Phone” field is the default field in WhatsApp, so you will need to map your form’s “Recipient’s Phone” field to this field in WhatsApp.

Message: You can type your message here and also include form fields and other options.

Contact Message (PRO)

Message Type: Now select the Message Type from drop-down menu.

In the WhatsApp integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in WhatsApp. The “Recipient’s Phone” field is the default field in WhatsApp, so you will need to map your form’s “Recipient’s Phone” field to this field in WhatsApp.

You also need to map the contact fields. The First Name field is mandatory, so you must map it with the corresponding form field. You can also add more fields by clicking the plus (+) icon.

Media Message (PRO)

Message Type: Now select the Message Type from drop-down menu.

Select upload fields: Here, you need to map your form’s upload field.

Select Type of media: Here, you need to select the file format type.

In the WhatsApp integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in WhatsApp. The “Recipient’s Phone” field is the default field in WhatsApp, so you will need to map your form’s “Recipient’s Phone” field to this field in WhatsApp.

You can also map Media Fields.

Conditional Logics

In the WhatsApp integration settings, you can add conditions to the integration process. When these conditions are met, the data will be sent to your WhatsApp. For more details, refer to our documentation on conditional logic. After setting up your conditional logic, click Next to proceed

WhatsApp Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

WhatsApp Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with WhatsApp

Bit Form Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Elementor Form with WhatsApp

Elementor Form Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Gravity Forms with WhatsApp

Gravity Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

WPForms with WhatsApp

WPForms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Contact Form 7 with WhatsApp

Contact Form 7 Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Ninja Forms with WhatsApp

Ninja Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Forminator Forms with WhatsApp

Forminator Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Formidable Forms with WhatsApp

Formidable Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.

Fluent Forms with WhatsApp

Fluent Forms Integration with WhatsApp using Bit Integrations. When you submit a form, you’ll receive a message with a template if you’ve provided a WhatsApp number in the form.