Skip to main content

​
Overview

Connect the WhatsApp number your outreach is sent from. Messages go out from your own number, exactly as if you typed them. WhatsApp is a follow-up channel by design. Out of the box it messages only leads who already engaged — someone who accepted your LinkedIn invite or replied to your email. Cold messaging is possible, but you have to switch it on deliberately.
Add a WhatsApp step to a sequence in Dashboard → Autopilot — a connected number on its own never sends anything. WhatsApp is available on the BDR+ plan; see the Billing page.

​
Setup

​
Step 1 — Connect your number

Go to Integrations → WhatsApp and click Connect WhatsApp. A page opens with a QR code: scan it from your phone the same way you would sign in to WhatsApp Web (WhatsApp → Settings → Linked devices → Link a device). You are returned to CallPrep and the number shows as connected.
Keep the phone online and the linked device in place. If you unlink CallPrep from your phone, or the session expires, the number goes to disconnected and WhatsApp steps stop until you reconnect.

​
Step 2 — Tell CallPrep where the phone number lives

Under Phone number source, list the HubSpot contact properties that hold the lead’s number, in the order they should be tried. The default is Mobile phone number, then Phone number. Numbers should be in international format (for example +48 600 123 456). A lead with no number on any of the listed properties is skipped, with No phone number on the contact on the timeline — and the number is looked up again in HubSpot right before each send, so a number added later still gets used.

​
Step 3 — Set the schedule

​
Who can be messaged

This is the most important setting on the page. Warm leads only (recommended, on by default). A WhatsApp step is sent only after the lead has shown a warm signal — they accepted your LinkedIn invite or replied to your email. Until then the message waits and is re-checked; if the lead never warms up within three weeks it is dropped with never warm on the timeline, and the rest of the sequence carries on. Cold outreach (off by default). Turning warm-only off lets this number message people who never responded. CallPrep asks you to confirm and records the decision, because messaging strangers’ phone numbers is the exact pattern WhatsApp bans for — and WhatsApp bans outright, with no restricted middle state like LinkedIn’s.

​
What gets sent

Messages are written per lead from the research and from the angle you gave the step. They are deliberately very short — a couple of lines, no links, no emoji, and they say who you are, because an unexplained message from an unknown number gets reported. If the research found nothing credible to build on, the message is skipped with a reason rather than sent as filler. Every message sent is logged as a note on the HubSpot contact, and a reply stops the sequence on all channels.

​
Pausing and disconnecting

  • Pause stops this number sending while keeping the connection.
  • Disconnect removes it. WhatsApp steps have nowhere to send from until a number is connected again. You can also remove CallPrep from your phone under WhatsApp → Linked devices.

​
Frequently asked questions

No. It links to your existing WhatsApp account as a device, the same mechanism as WhatsApp Web — so messages come from your normal number, with no templates to get approved and no per-message fee.
Only if you switch Warm leads only off, confirm the warning and accept the risk. We keep it on by default because unsolicited WhatsApp messages are what gets numbers banned.
No. The limit is enforced in the product, so a higher number would be a setting that silently does nothing. It protects the number.
Almost always because the lead has no phone number in HubSpot. Open the Autopilot’s Activity and expand a lead to see the reason on each step, and check the delivery chip on the Autopilot row for how many of its leads have a number at all. Inbound leads who filled in a form usually have one; prospected lists usually do not.
From HubSpot, using the properties you listed under Phone number source, in order. CallPrep does not buy or guess phone numbers.
Yes. The link works like WhatsApp Web: your phone has to be reachable, and if the device is unlinked the connection ends and CallPrep tells you it is disconnected.
There is no marker on the message — it comes from your number and reads like something you wrote. Which is also why the messages are short, mention who you are, and never carry a link.
The sequence stops on every channel, and the reply counts as a win in the Autopilot’s analytics. Answer them yourself in WhatsApp as usual.

​
Need help?

Contact us at hello@callprep.app and we’ll help you connect your number.