This document explains the business, Meta (WhatsApp), country-wise, and CRM prerequisites required to successfully use the CRMTiger WhatsApp Business API Integration for vTiger CRM.Official Product Reference:
1. Business & Meta (Facebook) Account PrerequisitesTo use WhatsApp Business API, Meta business verification is mandatory.
1.1 Meta Business Manager AccountYou must have a Meta Business Manager account.
- Create or access it here: Click here
1.2 Business Verification (Mandatory)Your business must be verified by Meta to use WhatsApp Business API. Common documents required (varies by country):
- Legal business name
- Business registration certificate
- Tax registration / VAT certificate
- Utility bill or bank statement (business address proof)
- Website domain & email matching business name
2.WhatsApp Business API (WABA) Requirements
2.1 WhatsApp Phone Number
- A dedicated phone number is required
- The number must NOT already be connected to:
- WhatsApp Messenger
- WhatsApp Messenger
- If previously used, it must be deleted and released before WABA onboarding
2.2 WhatsApp Display Name Approval
- Display name must match
- Business name
- Website domain
- Branding documents
- Subject to Meta approval
Display Name Guidelines: Click here
3. Country / Region-Wise Availability & Co-existence
3.1 WhatsApp Business API AvailabilityWhatsApp Business API is available in most countries, but:
- Some countries have restricted features
- Message template approval rules may differ
Check official country availability & limitations: Click here
3.2 WhatsApp Co-existence (WABA + WhatsApp Business App) Co-existence allows:
- Same number on WhatsApp Business App + WhatsApp Business API
Important:
- Co-existence is not supported in all countries
- Availability depends on region and Meta rollout
Co-existence official reference:Click here
Customers must verify:
- Whether WhatsApp Business Mobile App is supported in their country
- Whether WABA co-existence is enabled for that region
- Only WhatsApp Business App numbers are eligible (personal WhatsApp is not allowed)
- Number must be actively used for at least 7 days (recommended 30–60 days) before enabling Meta Co-Existence
- Number should have real 1:1 conversations during the warm-up period (not idle)
- Not supported in many countries/regions (EU/EEA, UK, Australia, Japan, South Africa, etc.)
- Only one WhatsApp Business number can be used per co-existence setup
- WhatsApp Business App must remain installed and logged in at all times
- Google Drive / iCloud chat backups may stop working
- Broadcast lists cannot be newly created (existing lists become read-only)
- View Once media is disabled
- Disappearing messages (1:1) are disabled
- Delete for everyone / revoke messages may not work
- Live location sharing in 1:1 chats is disabled
- Messaging throughput is limited compared to API-only numbers
- The business display name is difficult or locked to change
- Companion devices / multi-device support may be limited
- Meta WhatsApp Business policies still strictly apply
- Policy violations can lead to message limits, quality downgrade, or account ban
4. CRM & Technical Requirements (CRMTiger + vTiger)
4.1 Supported CRM CRMTiger WhatsApp Business API extension supports:
- vTiger CRM Open Source
- Compatible with stable vTiger versions (version 7.1 to 8.x)
4.2 Publicly Accessible CRM (Mandatory)
- CRM must be hosted on a public IP
- On-premises or local-only CRMs will not work unless publicly accessible
4.3 Firewall / On-Premises CRM (If Applicable) If your CRM is behind a firewall, you must configure network access. WhatsApp Business API – Network & Firewall Configuration Guidelines: Click here
This document explains:
- Required IP whitelisting
- Incoming & outgoing request rules
- Media send/receive traffic handling
Official Meta documentation (country-specific verification): Click here
Customers can select their country in Meta Help Center to view:
- Required documents
- Local compliance rules
5. CRMTiger WhatsApp Business API Integration Highlights
- Official Meta WhatsApp Business API
- Fully integrated with vTiger CRM
- Shared Team Inbox
- Send & receive WhatsApp messages inside CRM
- Template-based notifications
- Media support (images, documents, audio)
- Contact & Lead-based conversation tracking
- Analytics & reporting
6. Summary Checklist (Quick Reference)
- Meta Business Manager account
- Business verified by Meta
- Dedicated WhatsApp phone number
- Country supports WhatsApp Business API
- CRM hosted on a public IP
- Firewall rules configured (if applicable)
- CRMTiger WhatsApp Business API extension installed
7. Need Help? If you need assistance with:
- Meta business verification
- WhatsApp number setup
- CRM & firewall configuration
- CRMTiger extension installation
Our team is happy to assist you at every step.
- Email : sales@crmtiger.com
- Live Chat : https://www.crmtiger.com
- WhatsApp: +1 630 534 0223
Interested to Try WhatsApp Business Integration ? Click Here