How to integrate WhatsApp Business with Cal ID?

Cal ID and WhatsApp integration lets you trigger workflow via you own business number.

Step 1:

• Log in to Cal ID.
• Go to Apps Section
• Search for WhatsApp Business and install it.

Select Account Type - Choose whether to install on:

• Personal account (for individual use)
• Team account (for team collaboration)

A page will appear asking you to Connect WhatsApp Business. Click on this option to proceed.

Once you see the confirmation screen, click on Continue to move to the next step.

Note:

Step 2:

Choose Your Business Portfolio - Select the business portfolio associated with your WhatsApp Business account

Select WhatsApp Business Account - Pick the WhatsApp number you want to use

Step 3:

Select Your Phone Number - Choose the phone number from the list that you want to use with WhatsApp Business

Click on "Next" - Proceed to the confirmation step

This phone number will be the main contact point for your WhatsApp Business integration.

Step 4:

Review the Information

Click on "Confirm" - Verify and confirm your settings

This step ensures that everything is set up correctly before finalizing the connection.

Step 5:

After you click Confirm, your WhatsApp Business app is successfully installed and connected to your Cal ID account.

Next, go to Cal ID and choose the event type where you want to set the workflow. Select your WhatsApp Business phone number, choose the template you want to use, and save the workflow.

If you do not have any template, click on Create Template and create one.

Updated on: 15/01/2026