Key Benefits
Secure Delegation - Share connection access without exposing CRM credentials Time-Limited - Links automatically expire after 1 hour No Login Required - Recipients connect through a simple browser link Quick Setup - Connection takes seconds with no authentication neededWho Should Use It
Agencies - Set up client WhatsApp accounts without requesting CRM passwords Business owners - Allow team members to connect WhatsApp without full system access Account managers - Enable self-service WhatsApp setup for clientsHow to Generate a Shareable Link
Step 1: Navigate to WhatsApp Section
Step 2: Generate the Link
Important: The link expires in 1 hour. Generate a new link if it expires before use.
How Recipients Use the Link
Step 1: Open the Link
- Click the link or paste it into any web browser
- A connection page will load showing the WhatsApp QR code
Step 2: Scan the QR Code
Step 3: Connection Complete
- The QR code will show Connected
- Message confirms the account is connected and ready
- Browser can be closed
Important Notes
Security:
- Each link expires after 1 hour
- Recipients cannot access the CRM dashboard through the link
- Only grants WhatsApp connection capability
Best Practices:
- Only share links with trusted individuals
- Use links promptly after generation
- Generate a new link if the first one expires
Requirements:
- Recipients need a web browser and internet connection
- WhatsApp mobile app is required for scanning
- Only one WhatsApp account can be connected per instance
Troubleshooting
Link Does Not Open
- Verify the complete URL was copied correctly
- Try a different browser
- Generate a new link if expired
QR Code Does Not Scan
- Ensure good lighting on the screen
- Hold phone steady at proper distance
- Refresh the page to generate a new QR code
- Update WhatsApp app to latest version
Connection Fails
- Check internet connection on both devices
- Generate a new shareable link
- Ensure WhatsApp instance still exists in CRM
Link Expired
- Links expire after 1 hour for security
- Generate a new link from the CRM
- Share the new link with the recipient
Support
We’re happy to help you with any questions about shareable QR links.- WhatsApp chat: Chat on WhatsApp
- Email: support@messagesync.ai
FAQs
How long is the link valid?
How long is the link valid?
The shareable link expires after 1 hour from generation. Generate a new link if it expires.
Can someone access my CRM through the link?
Can someone access my CRM through the link?
No. The link only provides access to the WhatsApp connection page. Recipients cannot access any CRM features or data.
Can I generate multiple links?
Can I generate multiple links?
Yes, you can generate new links at any time. However, only one WhatsApp account can be connected per instance.
Does the recipient need a CRM account?
Does the recipient need a CRM account?
No. Recipients only need the link URL and their WhatsApp mobile app.
What happens if the link expires before use?
What happens if the link expires before use?
Simply generate a new shareable link from the CRM and share it with the recipient.
Can the same link be used multiple times?
Can the same link be used multiple times?
No. Generate a new link for each connection attempt.
What if I delete the instance before the link is used?
What if I delete the instance before the link is used?
The connection will fail and the recipient will see an error message.
Can I see who connected the WhatsApp?
Can I see who connected the WhatsApp?
The CRM shows which WhatsApp number is connected but does not log who performed the connection.