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WhatsApp Cloud — Overview

Billable CRM Marketplace module (whatsapp-cloud 1.0.0) that connects a WhatsApp Business Account via the official WhatsApp Cloud API.

What it does

  • Connect Meta / WABA / phone number (encrypted tokens)
  • Shared inbox: send and receive text messages
  • Meta-approved Cloud templates for sends outside the 24-hour customer service window
  • Soft optional Lead link (timeline mirrors when Leads is entitled)
  • Keep Communication Templates wa.me handoff as fallback until Cloud is connected

What is deferred (not in MVP)

  • Interactive buttons/lists
  • Alternate BSPs (Twilio, etc.)

Lead Source (v1.1.0)

Opt-in on the WhatsApp connection: Auto-create leads from unknown numbers. When enabled and Leads is installed, the first inbound message from an unlinked contact creates or links a Lead via the WhatsApp Lead Source driver (source_reference = whatsapp_cloud).

Automation (v1.2.0)

Trigger whatsapp.message_received and action send_whatsapp_template when Automation is entitled.

Media (v1.3.0)

Send/receive image, document, audio, and video in the shared inbox (Storage quota applies; soft Storage entitlement).

Permissions

PermissionUse
whatsapp-cloud.viewInbox + thread + list templates
whatsapp-cloud.sendSend text/template, open/update conversation
whatsapp-cloud.manage_integrationsConnect / disconnect / select phone
whatsapp-cloud.manage_templatesSync Meta templates

Official documentation for the EloSync SaaS Platform.