Set Up WhatsApp in GoHighLevel

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How to Set Up WhatsApp for a GoHighLevel Sub-Account

If you use ClickUp or other tools to manage your business processes, you can streamline client messaging by connecting WhatsApp to your GoHighLevel sub-accounts. This guide walks you through each step of enabling WhatsApp via the official 360dialog integration so you can send and receive messages directly inside your CRM.

Follow the instructions below carefully to configure your WhatsApp Business API connection, verify your number, and make sure your account is ready for compliant messaging.

Before You Start: Requirements for GoHighLevel WhatsApp

Before connecting WhatsApp to a GoHighLevel sub-account, confirm that you meet the following requirements:

  • An active GoHighLevel account with access to the sub-account where you want to enable WhatsApp.
  • A verified Facebook Business Manager with permission to manage WhatsApp assets.
  • A dedicated phone number that:
    • Can receive SMS or voice calls for verification.
    • Is not already linked to the WhatsApp mobile app or another WhatsApp Business API provider.
  • Ability to temporarily disconnect the number from any existing WhatsApp mobile or WhatsApp Business app.
  • Administrative access to configure 360dialog, the official WhatsApp Business API provider used in this setup.

Once these requirements are met, you can start the configuration process inside your GoHighLevel account.

Step 1: Open the GoHighLevel Sub-Account Settings

The first step is to access the correct sub-account in GoHighLevel where you will enable WhatsApp messaging.

  1. Log in to your GoHighLevel account as an admin or user with the right permissions.
  2. Select the sub-account where you want to activate WhatsApp.
  3. From the left-side navigation menu, click on Settings.
  4. In the settings area, locate and select the WhatsApp or WhatsApp API configuration section, depending on your interface version.

This section is where you will integrate the WhatsApp Business API using 360dialog.

Step 2: Connect 360dialog to GoHighLevel

GoHighLevel uses 360dialog as the WhatsApp Business API provider. You must either create or connect an existing 360dialog account.

  1. In the WhatsApp settings section of your GoHighLevel sub-account, click the option to Connect or Add WhatsApp Account.
  2. You will be redirected to the 360dialog onboarding or login screen.
  3. If you do not already have a 360dialog account:
    • Choose the option to sign up for a new account.
    • Follow the prompts to authorize access with your Facebook Business Manager.
  4. If you already have a 360dialog account:
    • Log in with your existing credentials.
    • Select the WhatsApp Business account and number you want to connect.
  5. Confirm the connection so that 360dialog is linked to your GoHighLevel sub-account.

When the connection is complete, GoHighLevel will be able to communicate with WhatsApp via the 360dialog Business API.

Step 3: Verify Your WhatsApp Number

Next, you must verify the phone number that will be used for WhatsApp messaging inside your GoHighLevel workflow.

  1. In the 360dialog setup screen, enter the phone number you want to use with WhatsApp Business API.
  2. Select the verification method:
    • SMS – you receive a text with a verification code.
    • Voice call – you receive an automated call that reads a verification code.
  3. Make sure the number is not currently registered in a mobile WhatsApp or WhatsApp Business app. If it is, remove or deactivate it from the app before continuing.
  4. Enter the verification code you receive to complete number registration.

Once verified, this phone number becomes the primary WhatsApp sender connected to your GoHighLevel sub-account via 360dialog.

Step 4: Approve Business and Display Name

WhatsApp requires your business and display name to be approved before full messaging capabilities are available in GoHighLevel.

  1. In the 360dialog onboarding flow, confirm your Business Name and Display Name.
  2. Ensure the display name matches your brand and complies with WhatsApp guidelines (no misleading or prohibited terms).
  3. Submit the information for review by WhatsApp via Facebook Business Manager.
  4. Monitor the approval status. In most cases, this process is automatic but may take some time.

After approval, your display name will show to contacts when they receive WhatsApp messages sent through your GoHighLevel automations.

Step 5: Confirm WhatsApp Connection in GoHighLevel

When 360dialog is fully configured, return to your GoHighLevel sub-account to confirm everything is connected.

  1. Go back to Settings in your GoHighLevel sub-account.
  2. Open the WhatsApp or WhatsApp API section again.
  3. Verify that your newly connected phone number and 360dialog account appear as Connected or Active.
  4. If the status is pending, wait a short period and refresh the page.

Once the status shows as active, your sub-account is ready to send and receive WhatsApp messages.

Using WhatsApp Messaging Inside GoHighLevel

After configuration, you can use WhatsApp in everyday operations within your GoHighLevel sub-account.

GoHighLevel WhatsApp Messaging in Conversations

  • Open the Conversations section in your sub-account.
  • Select a contact that has a phone number connected to WhatsApp.
  • Choose the WhatsApp channel (linked through 360dialog) as the sending method when available.
  • Send messages and view replies in the same conversation thread.

This allows your team to manage WhatsApp chats alongside SMS, email, and other communication channels inside GoHighLevel.

GoHighLevel Workflows with WhatsApp

You can add WhatsApp steps to your automated workflows once the channel is available.

  1. Navigate to Automation > Workflows in your GoHighLevel sub-account.
  2. Open an existing workflow or create a new one.
  3. Add a new action and choose a WhatsApp-related option (such as sending a WhatsApp message using approved templates).
  4. Select your connected WhatsApp number and the message template or content required.
  5. Save and activate the workflow.

This setup lets you trigger WhatsApp communications based on events such as new leads, appointments, or pipeline status changes in GoHighLevel.

Template and Compliance Notes for GoHighLevel WhatsApp

WhatsApp Business API has strict policies enforced through 360dialog and Facebook Business Manager. When using WhatsApp via GoHighLevel, keep these points in mind:

  • Marketing and notification messages must typically use pre-approved WhatsApp templates.
  • Templates are created and managed through your WhatsApp Business API provider (360dialog) and Facebook Business Manager.
  • Once approved, templates become available to be used in your GoHighLevel workflows and campaigns.
  • Ensure all messaging complies with WhatsApp terms, including opt-in and content guidelines.

Failure to follow these rules could lead to message delivery issues or account restrictions, so always verify template compliance.

Troubleshooting the GoHighLevel WhatsApp Setup

If you experience problems connecting WhatsApp in your GoHighLevel sub-account, review the following checkpoints:

  • Confirm your phone number is not in use on the regular WhatsApp or WhatsApp Business mobile app.
  • Verify that your Facebook Business Manager is fully set up and not restricted.
  • Check that 360dialog shows the phone number as active and connected to the correct WhatsApp Business account.
  • Refresh the WhatsApp settings page in your GoHighLevel sub-account after making any changes.
  • Allow time for any pending approvals (number, business verification, or display name).

For additional detailed instructions, reference the official documentation at this GoHighLevel WhatsApp setup guide.

Additional Resources Beyond GoHighLevel

To improve your overall CRM strategy and documentation process around WhatsApp and other channels, you may want to explore external optimization and consulting resources. A useful starting point is Consultevo, where you can find services that complement your GoHighLevel implementation, such as funnel strategy, automation design, and technical audits.

Conclusion: Start Using WhatsApp in GoHighLevel

By connecting your WhatsApp Business API through 360dialog and verifying your number, you enable powerful messaging capabilities inside your GoHighLevel sub-account. With the integration configured, your team can manage WhatsApp conversations, automate follow-ups, and keep all client communication organized in one place.

Use this step-by-step process whenever you need to add WhatsApp to a new sub-account, and be sure to keep your templates and compliance settings aligned with WhatsApp guidelines for reliable long-term messaging.

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