Vira - WhatsApp Automation: Documentation & Set-up Guide

Take a look at this Vira - WhatsApp Automation documentation for a step-by-step guide on how to integrate your WhatsApp Business account with your HubSpot

Authorize Your Account

Go to https://vira.niswey.net/ 

Click Authorize

Choose the HubSpot portal where you wish to enable WhatsApp automation

Click Connect App

Set up to record customer consent

On the next screen, indicate your "customer consent" set-up

From the dropdown, indicate if you already have a HubSpot property that collects customer consent to receive WhatsApp communication from you/your business

• If yes, you will be directed to select that property from a dropdown list of all your HubSpot properties
• If no, then Vira will create a new HubSpot property for you, named "Yes, I consent to receive WhatsApp messages"

Tick the checkbox stating that gathering and managing customer consent for WhatsApp communications in the aforementioned property is the sole responsibility of the use (you)/the business you represent

Click Continue with WhatsApp

Connect your WhatsApp Business Account (WABA) to Vira

Now you will have a new window pop up on your screen, which is Meta's embedded form 

Choose the Facebook account you want to log in with.

Next choose the business portfolio that contains your WhatsApp Business account (WABA), if you already have one

If not, then choose "Create a business portfolio"

Once all fields are filled, click Next

Now choose the desired WhatsApp Business account (WABA) that you wish to connect, if you already have one

Click Next

If you do not have a WABA, choose Create a WhatsApp Business account

Name your account, fill the fields, and click Next

Now enter the phone number you want to add to this WABA. This is the phone number from which your contacts will receive WhatsApp message. Please not: once a phone number is associated with a WhatsApp Business account (WABA), you cannot use it for other purposes, until you disconnect it from WABA.

Choose your option to receive OTP

Enter the OTP

Now register the PIN number for your phone number associated with WhatsApp Business account. Follow the instructions on screen to update or set your PIN.

Click Register

Now you should see a screen indicating the success of the Vira integration. 

Set up your Payment mode for WABA

Now before you head into HubSpot to start using Vira, ensure one final step

Ensure that your Meta WhatsApp Manager section has an updated credit card

If you already have a credit card added in Facebook/Meta Billing, you can add that existing card to your WhatsApp manager. Here's how https://www.facebook.com/business/help/3146639885655187

If you are adding a fresh credit card to the WhatsApp Manager, here are the steps: https://www.facebook.com/business/help/488291839463771

Adding the payment method will ensure that your WhatsApp messages sent through the Vira integration are sent and delivered correctly. 

That's it, now you are all set to head into HubSpot and start using the integration.