Help center

Z-API Integration

Z-API is an alternative solution that lets you connect WhatsApp to the CRM in a practical and quick way, enabling sending and receiving messages directly on the platform.


Step 1: Create Z-API connection

  • On the left side menu, click on the options.

  • You’ll be taken to the listing screen of the settings.

  • Click on the "Connections" option.

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  • Click on "Create" and select the Z-API option.

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Step 2: Z-API app panel

  • Go to this LINK to access your Z-API account

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  • If you don’t have an account click the "Create a free account" button

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  • In the navigation bar go to "Web Instances" to get your Tokens

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  1. Next step is to grab those 3 keys and set them up inside the CRM

Step 3: Z-API Setup

  • Put your reference name for the Z-API connection

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  • In the Z-API dashboard, copy your "Instance ID" and paste it inside the CRM in the "Instance ID"

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  • In the Z-API dashboard, copy your "Instance Token" and paste it inside the CRM in the "Instance Token"

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  • For the Security Token, go to the Z-API dashboard, in the navigation bar click on "Security"

  • Click the "Set up now" button

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  • Click the button on the right of the security code

  • Check the box for the field "I have already copied the token and reviewed the text above" and click Finish.

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  • Now paste that security code into the CRM in "Security token"

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Step 4: Scan QRCode

  • Finally, open the WhatsApp app and use the QRCode below to connect this instance.
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  • This way you'll finish connecting Z-API to the CRM

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