GoHighLevel WhatsApp V2 Action Guide

The WhatsApp V2 action in GoHighLevel lets you send WhatsApp messages through automated workflows, much like using ClickUp to streamline project tasks. This guide explains how to configure the WhatsApp V2 action, choose templates, and send compliant messages through your connected WhatsApp number.

Before using this feature, your WhatsApp number and templates must already be set up and approved through the WhatsApp channel provider connected to your GoHighLevel account.

What the GoHighLevel WhatsApp V2 Action Does

The WhatsApp V2 action in GoHighLevel is a workflow step that sends a WhatsApp message to the workflow contact. It relies on your connected WhatsApp number and approved templates from your WhatsApp Business provider.

Key capabilities include:

• Sending templated WhatsApp messages from workflows.
• Selecting a specific WhatsApp provider and number.
• Inserting dynamic contact information into templates.
• Keeping messages compliant with WhatsApp policies.

Requirements Before Using WhatsApp V2 in GoHighLevel

To use the WhatsApp V2 action successfully in GoHighLevel, confirm the following requirements are met:

• Your WhatsApp Business number is already connected via a supported provider.
• Message templates have been created and approved by WhatsApp.
• The contact in the workflow has a valid phone number that matches the WhatsApp format requirements.

If templates or numbers are not visible in the action configuration, verify that they are properly connected and approved in your WhatsApp provider account.

How to Add the WhatsApp V2 Action in a GoHighLevel Workflow

Follow these steps to add the WhatsApp V2 action into an automation inside GoHighLevel:

1. Open the workflow where you want to send a WhatsApp message.

2. Click to add a new action at the desired point in the workflow.

3. From the actions list, select WhatsApp V2.

4. The WhatsApp V2 configuration panel will open on the right side of the screen.

Once the action is added, you can configure all message and provider details as described below.

Configuring Provider and Number in GoHighLevel

In the WhatsApp V2 action, the first settings you need to confirm are the WhatsApp provider and the sending number. GoHighLevel reads these from your connected WhatsApp integration.

Selecting the WhatsApp Provider in GoHighLevel

Under the provider section of the action, you will see a dropdown field:

• Provider: Choose the WhatsApp provider that is already integrated with your account.

If you have multiple providers, choose the one associated with the number you want to send from. If none appear, your provider may not be connected or supported.

Choosing the WhatsApp Number in GoHighLevel

After selecting a provider, choose the phone number to send the message from:

• WhatsApp Number: Pick the connected WhatsApp Business number you wish to use for this automation step.

The dropdown will only show numbers associated with the selected provider. Make sure this number is approved and active on the provider side.

Selecting a WhatsApp Template in GoHighLevel

The WhatsApp V2 action only works with pre-approved templates from your provider. Within GoHighLevel you can select which template to use:

• Template: Choose one of the approved WhatsApp templates available for the selected provider and number.

When you select a template, the system will load the variables (placeholders) that belong to that template, allowing you to map contact data and other fields.

Understanding Template Variables in GoHighLevel

Most WhatsApp templates include variables such as names, dates, or custom values. Inside the action configuration, you will see fields for each template variable:

• Each variable is listed with its position and label.
• You can fill each variable using dynamic contact data or fixed values.

This ensures your WhatsApp messages are personalized and still align with the approved template format.

Mapping Template Variables in GoHighLevel WhatsApp V2

To personalize messages, you must map each template variable to a value. GoHighLevel lets you insert dynamic fields directly into the variable fields.

1. Locate the template variable list in the WhatsApp V2 action.

2. Click into a variable field.

3. Use the dynamic field selector (such as contact first name, last name, or custom fields) or type a fixed value.

4. Repeat for all variables defined in the selected template.

All required variables must be filled to send the template successfully via WhatsApp.

Using Dynamic Fields with GoHighLevel WhatsApp V2

Dynamic fields allow you to pull data directly from the contact or other workflow context in GoHighLevel. This makes your WhatsApp messages more relevant.

Common dynamic fields you might use include:

• Contact first name.
• Contact phone number.
• Appointment date or time (if stored in fields).
• Custom field values for products, services, or offers.

Insert these fields into template variables wherever they logically fit the approved message structure.

Testing the WhatsApp V2 Action in GoHighLevel

After configuration, test the WhatsApp V2 action before deploying it broadly. Within GoHighLevel you can:

• Add a test contact with your own WhatsApp number.
• Enroll the test contact in the workflow.
• Trigger the WhatsApp V2 step and confirm the message is delivered and formatted properly.

If the message fails, double-check template approval, variable mapping, phone formatting, and provider connection status.

Troubleshooting GoHighLevel WhatsApp V2 Issues

If your WhatsApp messages are not sending from GoHighLevel, review these common causes:

• The selected template is not approved or is no longer active.
• Required template variables are empty or incorrectly mapped.
• The contact phone number is missing or uses an unsupported format.
• The WhatsApp provider or number is not properly connected.

Consult your WhatsApp provider documentation and confirm all configurations are correct. For the original reference documentation, see the official article at this WhatsApp V2 action guide.

Best Practices for GoHighLevel WhatsApp Automations

When building workflows that use the WhatsApp V2 action in GoHighLevel, follow these best practices:

• Use clear, approved templates that match your use cases (reminders, confirmations, follow-ups).
• Limit the number of WhatsApp messages to avoid overwhelming contacts.
• Make sure opt-in and compliance requirements are fully respected.
• Keep variable values short and relevant, matching the tone of the template.

Combining these practices with accurate variable mapping will improve both deliverability and engagement.

Next Steps After Setting Up WhatsApp V2 in GoHighLevel

Once the WhatsApp V2 action is configured and tested, you can integrate it into broader marketing and sales workflows. Consider:

• Inserting WhatsApp confirmations after form submissions.
• Sending appointment reminders as WhatsApp messages.
• Following up with leads or clients automatically using their preferred channel.

For more help with automation strategy beyond the technical setup, you can visit Consultevo for additional resources and optimization guidance.

By correctly configuring the WhatsApp V2 action in GoHighLevel, you can send structured, compliant WhatsApp messages at scale while keeping every workflow fully automated and consistent with your communication policies.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`