Upcycle sends WhatsApp messages from your company's own number. You link the number once by scanning a QR code with the phone that holds it, the same way you link WhatsApp Web.
Before you start
- Your plan must include WhatsApp. The Free plan does not; see the plans page for how many numbers each plan allows.
- You need to be an admin, or have permission to manage integrations or campaigns.
- Keep the phone with the company number next to you, with WhatsApp open.
Steps
- Open Settings from the side menu, then choose Integrations.
- Under All integrations, open the WhatsApp card.
- Click Connect WhatsApp. Upcycle turns WhatsApp on for your workspace and shows WhatsApp numbers.
- Click Add number. A window titled Scan the code in WhatsApp opens with a QR code.
- On the phone, open WhatsApp, go to Settings, then Linked devices, then Link a device, and point the camera at the code.
- Wait for Number linked. The number now shows in the list with the Connected badge.
- If you linked more than one number, click Make default next to the one that should send. It gets the Default sending number badge.
Good to know
- You can also reach the same card from Marketing, then Platforms.
- The code refreshes by itself until the number is linked. If a number shows Waiting for scan, click Scan QR code to try again.
- The default number is the one that sends your automations and reminders.
- Incoming messages are matched to the lead or client who has the same phone number, and they can start an automation.
- Disconnect unlinks the number and lets you link it again later. Remove deletes it from your workspace.
- Add number stops working when you reach the number of numbers in your plan. Upgrade to add more.
- If the badge turns to Not connected, click Refresh status, and if it stays that way scan the code again.
- If you see "WhatsApp is not enabled on the platform yet", contact support.