> For the complete documentation index, see [llms.txt](https://docs.sangamcrm.com/sangam-crm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sangamcrm.com/sangam-crm/whatsapp-verification-in-sangam-crm.md).
# WhatsApp Verification in Sangam CRM
#### Make your CRM data WhatsApp-ready and help your sales and marketing teams focus on the right contacts.
For many sales and marketing teams, WhatsApp is an important communication channel. But simply having a phone number in your CRM does not mean that the number is available on WhatsApp.
Sangam CRM lets you **verify WhatsApp availability for CRM records** using the **Sampark Setu Connector**. The verification result is saved directly against the record, so your team can quickly understand which contacts can be reached through WhatsApp. How to verify WhatsApp numbers …
#### Why does this matter to Sales & Marketing leaders?
Imagine your sales team has thousands of Leads and Contacts.
Instead of asking salespeople to manually check numbers one by one, Sangam CRM allows the team to select records and run WhatsApp verification in bulk.
This helps your team answer a simple but important question:
**“Which of my CRM contacts can I actually reach on WhatsApp?”**
The result is stored on the CRM record with a clear status, allowing sales and marketing teams to decide what communication channel to use next.
## How Sales Teams Can Use It
Imagine your sales team has **5,000 Leads** in Sangam CRM.
Instead of manually checking whether every number is on WhatsApp, the team can verify the numbers in bulk.
For example:
**WhatsApp Available**\
→ Salesperson can use WhatsApp for follow-up.
**Not Available on WhatsApp**\
→ Salesperson can use a phone call or SMS.
**Invalid Number**\
→ Correct the CRM data and verify again.
This helps salespeople spend less time checking numbers and more time talking to customers.
***
## How Marketing Teams Can Use It
Marketing teams often work with large customer or lead lists.
Before planning WhatsApp-based communication, the team can verify the selected CRM records and understand which numbers are available on WhatsApp.
The workflow becomes:
**Customer List → Verify → Know WhatsApp Availability → Plan Communication**
This helps the team choose the appropriate communication channel for the audience.
## How the feature works
The process is simple:
**CRM Contacts/Leads → Select Records → Verify WhatsApp Numbers → Results Saved in CRM → Sales/Marketing Takes Action**
#### 1. Connect WhatsApp verification
The administrator/user connects a Sampark Setu account to Sangam CRM using an API key.
The setup is a one-time activity. Once connected, the CRM displays the connection status and WhatsApp account information. How to verify WhatsApp number.
## How does it work?
The process is simple:
**Create Sampark Setu Account**\
↓\
**Connect Your WhatsApp**\
↓\
**Connect Sampark Setu with Sangam CRM**\
↓\
**Select Leads/Contacts**\
↓\
**Verify Numbers**\
↓\
**See WhatsApp Status**\
↓\
**Choose the Right Communication Channel**
Let's go through it.
## Before You Start
You need the following:
* [A **Sampark Setu account**](https://app.samparksetu.app/login)
* The **WhatsApp number** you want to use for verification
* **WhatsApp Web** logged in with that number
* **Sampark Setu Chrome extension** enabled
* A **Sampark Setu API key**
Keep WhatsApp Web open and connected while verification is running. Sampark Setu performs the verification through your WhatsApp session.
## Step 1: Create Your Sampark Setu Account
First, create a **free Sampark Setu account** using the WhatsApp number you will use for verification.
Once your account is ready:
1. Open Sampark Setu.
2. Log in to your account.
3. Make sure your WhatsApp Web is logged in with the same number.
4. Keep WhatsApp Web open in Google Chrome.
5. Make sure the Sampark Setu Chrome extension is enabled.
## Step 2: Generate Your API Key
After logging in to Sampark Setu:
**Settings → Developers/API Keys → Create API Key**
Create a new API key and keep it ready.
You will use this key to connect your Sampark Setu account with Sangam CRM.
## Step 3: Connect Sampark Setu with Sangam CRM
Now open **Sangam CRM**.
1. Click the **Sampark Setu** icon in the top navigation.
2. Enter your Sampark Setu API key.
3. Click **Check Connection**.
4. Once the connection is successful, click **Save**.
Sangam CRM will show **Connected & Active** when the setup is complete. You can also see the connected WhatsApp number and account details.
## Step 4: Select the Customers You Want to Verify
Once the connection is ready, go to **Contacts / Accounts** or **Leads** in Sangam CRM.
Select the records you want to check.
Then click:
**⋮ More → Phone Number Verification**
You can verify multiple records together instead of checking each number manually.
## Step 5: Start WhatsApp Verification
Sangam CRM will show:
* Number of records ready for verification
* Remaining verification limit
Review the information and click **Start Verification**.
The verification runs in the background, so your team can continue working in Sangam CRM while the process runs.
## Step 6: Track Verification Progress
You don't need to keep the verification screen open.
To check the progress:
**Notification Bell → Mass Action**
Here you can see the verification activity, including the module, progress, number of records checked, and start/end time.
## Step 7: See the WhatsApp Status in Your CRM
Once verification is completed, the result is saved against each CRM record.
You may see one of these statuses:
| Status | What it means | What to do |
| ----------------------------- | ----------------------------------------------------- | ----------------------------------- |
| **WhatsApp Personal** | Number is available on WhatsApp as a personal account | Contact through WhatsApp |
| **WhatsApp Business** | Number is available on WhatsApp as a business account | Contact through WhatsApp |
| **Not Available on WhatsApp** | Number is not available on WhatsApp | Use Call or SMS |
| **Invalid Format** | Number is stored incorrectly | Correct the number and verify again |
| **Not Verified** | Number has not been checked yet | Verify later |
| | | |
## What If Something Goes Wrong?
#### No phone number
If a selected record does not have a phone number, Sangam CRM shows **Verification Skipped**.
Add the missing number and run the verification again. How to verify WhatsApp numbers …
#### Number is stuck on "Verifying"
If WhatsApp Web disconnects during a verification run, some records may remain in **Verifying** status.
To try again:
1. Make sure WhatsApp Web is open and connected.
2. Select the same records.
3. Choose **Phone Number Verification**.
4. Select **Force re-verify**.
5. Click **Start Verification**. How to verify WhatsApp numbers …
#### WhatsApp is not connected
Open WhatsApp Web in Chrome and make sure the Sampark Setu extension is enabled before trying again. How to verify WhatsApp numbers
## How Long Does Verification Take?
Verification is intentionally performed at a controlled speed.
| | Approximate Time |
| ------------------- | ---------------------------- |
| **100 numbers** | About 18 minutes |
| **1,000 numbers** | About 3 hours |
| **Maximum per run** | 1,100 numbers |
| **Runs at a time** | One per Sampark Setu account |
| **Cost** | Free |
How to verify WhatsApp numbers …
For large lists, it is recommended to process numbers in batches.
**Keep WhatsApp Web open and connected until the verification is completed. Do not log out of WhatsApp during the process.**
## In Simple Terms
You have customer numbers in Sangam CRM.
You want to know:
> **“Which of these customers can I reach on WhatsApp?”**
Sangam CRM helps you answer that.
#### **Connect → Select → Verify → Know → Act**
**Connect** Sampark Setu\
→ **Select** your Leads or Contacts\
→ **Verify** their numbers\
→ **Know** their WhatsApp status\
→ **Act** using the right communication channel
