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WhatsApp CRM Integration

Manage WhatsApp Conversations Inside Connect-CRM

Reply to WhatsApp messages directly from your CRM, keep every chat linked to the right contact, and never lose track of a lead.

14-day free trial on Scale, no credit card required

The Connect-CRM unified inbox listing client conversations from several channels together

WhatsApp, right inside your Unified Inbox

Client Chats Should Not Live on a Personal Phone

WhatsApp is where a lot of sales conversations actually happen. But when those chats sit on individual phones, the rest of the team cannot see them, context does not reach the CRM, and follow-ups depend on whoever owns the device.

Without WhatsApp in Your CRM

  • Chats stay on personal devices your team cannot see
  • Deal context never reaches the CRM
  • Follow-ups depend on one person remembering
  • Conversation history leaves when a rep does

With Connect-CRM

  • WhatsApp messages appear inside your CRM workspace
  • Chats stay linked to contacts and opportunities
  • Your team shares one conversation history
  • Follow-ups sit next to the rest of the pipeline

Why Connect WhatsApp to Connect-CRM?

Reply Without Switching

Answer WhatsApp messages from the same inbox you use for email and social.

Linked to Contacts

Every chat stays tied to the right client profile, notes, deals, and tasks.

Shared Team History

Conversations live in the workspace, not on one person's phone.

One View of the Client

See WhatsApp alongside Gmail, Outlook, Messenger, Instagram, and more.

How the WhatsApp Integration Works

Connect your WhatsApp Business number, bring client chats into your CRM, and keep every conversation linked to the right contact.

Step 1

Connect WhatsApp

Link your WhatsApp Business number to Connect-CRM from your integrations settings.
Step 2

Chats in the Unified Inbox

Client messages appear alongside your other connected channels.
Step 3

Review Client Context

Open a chat and see the related contact, opportunity, notes, and tasks.
Step 4

Reply and Follow Up

Respond where supported and keep the next step connected to the client relationship.

Answer With the Full Relationship in View

A quick WhatsApp reply is easier to get right when you can see who you are talking to. Connect-CRM shows contact details, opportunity status, notes, and previous messages next to the conversation.

  • See contact details next to the chat
  • Review related opportunities and deal stage
  • Add notes or follow-up tasks
  • Keep every message connected to the relationship history
Explore Contact Management
WhatsApp9:24 AM

Hi, are you still able to send the revised pricing this week?

Absolutely. Sending it over before Friday.

Perfect, thanks. I will share it with the team.

  • Reply
  • Add note
  • Create task
Contact
Jordan LeeNorthstar Co.
Opportunity: Proposal
Deal value
Editable in product
Next task
Follow up Friday

WhatsApp Works Better When It Is Connected to Every Channel

A client might message you on WhatsApp, reply to an email, and then confirm on Instagram. Connect-CRM keeps those touchpoints together so you can follow the client relationship, not the platform.

Your channels
Connect-CRMAll channels in one place
One client profile

WhatsApp Is Included in Every Plan

Start with WhatsApp and your essential communication channels, then unlock more integrations as your workflow grows.

  • Starter

    €39/user/mo

    WhatsApp included

  • Growth

    €69/user/mo

    WhatsApp included

  • Scale

    €129/user/mo

    WhatsApp included

WhatsApp is available on all plans: Starter, Growth, and Scale. Additional WhatsApp Business numbers are €15 per month per number. WhatsApp conversation fees charged by Meta are passed through at cost and itemized on your invoice.

Frequently Asked Questions

It brings WhatsApp client conversations into Connect-CRM so chats can stay connected to contacts, deals, notes, and follow-up tasks instead of living on a personal phone.

Bring WhatsApp Into Your Sales Workflow

Start your 14-day free trial of Scale and manage client chats, contacts, and follow-ups from one connected workspace.

14-day free trial on Scale, no credit card required