Masar CRM
/Setup Guide

Masar CRM Setup & Integration Master Guide

Interactive step-by-step onboarding walkthrough for multi-channel sales.

Onboarding & Channel Integration Setup Guide

Interactive Video Guides

Consolidated step-by-step walkthroughs with embedded videos to connect WhatsApp, Instagram, TikTok, and AI agent.

Open Channel Settings β†’
Setup Progress:13 of 16 steps completed
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WhatsApp Cloud / Business API

Official Meta Cloud API

Connect official Meta Business Manager, register your phone number, and generate permanent system tokens.

Meta Business & Developers
WhatsApp Cloud / Business API Walkthrough Video (16:9)
Watch on YouTubeMeta Business & Developers Official Setup
WhatsApp Cloud API Credentials & Token Test Bench

From Meta β†’ WhatsApp β†’ API Setup

Your registered WABA Account ID

From Meta Business β†’ System Users

Setup Steps & Verification Checklist

Step 1: Connect with an Admin Meta Business Manager accountMeta Business Manager

Log in to Meta for Developers (https://developers.facebook.com) using an account with Admin privileges in Meta Business Manager.

Meta Business & Developers (developers.facebook.com)
Step 2: Create or select your WhatsApp Business Account (WABA)WABA Selection

In the Meta App Dashboard under WhatsApp, create a new WhatsApp Business Account (WABA) or select your existing registered account and copy your WABA ID.

Meta Developers App Dashboard
Step 3: Register and verify a dedicated phone number with SMS/voice OTPPhone Verification

Add a dedicated phone number that is not currently bound to personal WhatsApp. Complete the SMS or Voice phone verification to receive your Phone Number ID.

Step 4: Generate the System User Permanent Access Token and configure webhook endpointsPermanent Token & Webhook

In Meta Business Settings β†’ System Users, generate a permanent access token with whatsapp_business_messaging permissions and configure the Webhook URL and Verify Token in your Meta App.

Meta Business System Users

Troubleshooting & Verification Tips

WhatsApp Offline / Token Error?

Verify that your Meta System User Token has not expired and has whatsapp_business_messaging permission granted.

Instagram Replies Blocked?

Check Instagram Mobile App β†’ Privacy β†’ Messages β†’ Connected Tools and make sure "Allow Access to Messages" is turned ON.

TikTok Leads Not Syncing?

Ensure your Instant Form Webhook URL matches https://masarcrm.com/api/webhooks/meta and verify the handshake event in TikTok Ads Manager.