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Turn WhatsApp Into a Sales Device with WhatsApp CRM Integration

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WhatsApp is a famous messaging app people use to achieve personal and business communication purposes. Business organizations generally ask why they use WhatsApp CRM. This customer relation management (CRM) tool is vital because all your customers are on WhatsApp and always check messages and reply on this app.

Business organizations can utilize WhatsApp as a sales machine for their business and can leverage added benefits by integrating the messages app with their CRM systems. Primarily, there are two basic types of WhatsApp business accounts: WhatsApp Business App and WhatsApp Business API.

To get the most out of your instant messaging and VOIP services, give the suitable space to Zoho or WhatsApp CRM integration into your CRM strategy. Here is a detailed discussion of why WhatsApp CRM integration solutions are helpful for your sales team.


People who communicate with their prospects, leads, and potential customers on WhatsApp commercially also need to ensure that they capture all WhatsApp business communication in one place and share the same with team members. Moreover, it is easy to automate WhatsApp communication with prospects and save time.

WhatsApp does not have CRM integration capability as a built-in feature. But, the business can make a difference using WhatsApp Business API or CRM integration tools to pull WhatsApp contacts into the CRM. This way, WhatsApp turns into CRM itself!

Small businesses with a team of 1-6 employees will find a WhatsApp Business App Account highly useful. Such companies hardly require only one or two agents and receive a low volume of customer queries.

On the other hand, WhatsApp Business API is useful for medium to large businesses with more than 11 employees. Such companies frequently receive a high volume of queries from the potential audience, prospects, leads, or customers. 

The WhatsApp Business App is highly helpful for businesses because it is free and easy to install. That is why many business enterprises prefer the app over a business API. The drawback of using the app for business is that it will not work in case any company employs more than 11 employees or has multiple users.

Moreover, it will not work when creating custom message templates by a company with less than 11 employees. Consequently, the WhatsApp Business API emerges as a significant comparative advantage for a business that wants to utilize WhatsApp as a sales machine.

Understanding the WhatsApp Business API Account

A WhatsApp Business API enables users to unite their conversational messaging platforms to WhatsApp Business Account to facilitate the creation of workflows related to commerce, marketing, and support and also deploy them on WhatsApp.

A WhatsApp CRM can make your WhatsApp a sales superpower by pulling all your Whatsapp leads into a particular CRM of your choice and preference. A successful WhatsApp Business API Account can easily

  • Dispatch automated WhatsApp welcome messages to leads
  • Run marketing campaigns
  • See the flow of the leads in your sales pipeline
  • Track the entire team’s chats in one place
  • Provide 24×7 support with chatbots

When creating a WhatsApp Business API account, your company needs an integration API through an authorized WhatsApp business service provider. This process can be tedious and time-consuming. Nevertheless, you can choose one of many WhatsApp partners who can help you with the API integration process. 

If you are planning to search for a service-providing partner, look into the factors of API pricing and the service provider’s ability to port the user’s choice number. Once you choose your WhatsApp partner with a ready account, it is high time to pick up a CRM for WhatsApp.

Right CRM for your WhatsApp Business API Account

After choosing a WhatsApp partner and having a WhatsApp Business API-ready account, the next thing is to pick up a CRM for WhatsApp. The WhatsApp platform is easy to integrate with AmoCRM, HubSpot, Microsoft Dynamics 365, Pipedrive, Salesforce, SugarCRM, SuiteCRM, or Zoho CRMs. If you are interested in beginning hassle-free messaging to your potential customers, you must integrate your WhatsApp CRM platform with your WhatsApp API account. This integration lets your WhatsApp instance utilize business information already available in your CRM.

Benefits of WhatsApp CRM Integration

WhatsApp CRM is a basic need of all enterprises in the modern world of the Internet, apps, and online communication. Insanely high engagement rate, team conversion management, getting repeat customers, and order with zero marketing budget are reasons you should use WhatsApp CRM. It comes to your help when your emails and ads are not visble! Ads get ignored! Interestingly, you can turn your WhatsApp platform into a secret sales agent that takes you to the favorite platform of your prospects. It means you will never miss any marketing messages and send a befitted reply to your target audience. Look at the following benefits that CRM integration with WhatsApp brings to you. 

Read More: How To Leverage Whatsapp API For Your Business – Know Everything

Lead Nurturing

CRM WhatsApp integration lets you easily send any image, catalog, location, video, document, audio, and many more files to your targeted or existing customers and clients based on their up-to-date teal communication. This integration is a unique way to increase the conversion ratio with down-the-sales funnel benefits. 

Improved Internal Communications

WhatsApp CRM integration can play a vital role in your business communication. CRM integration allows you to communicate with your potential prospects and customers and remove wasteful departmental silos. This way, it smartly improves business communications within your company.

Collect Customer Feedback

CRM integration lets you instantly send automated links to demand customer feedback after completing the order. Collecting customer feedback is highly helpful for businesses that plan to leave a positive impression in their audience’s minds and hearts.

Order Tracking

With CRM integration with WhatsApp, you can conveniently automate information and notifications about the customer order status. This integration makes way for quick information without loading your human agents.


WhatsApp integration comes to your rescue when you need to send automated messages to potential and existing customers about your valuable products or services. You can conveniently set up and send out these messages quickly with little effort. Therefore, you can send the correct information to your customers without making them wait and take risks. You can also save answers to most (FAQs) frequently asked questions to the knowledgebase and reutilize them in the future at the right time.

Automate Keyword-Based Actions

WhatsApp integration can be an excellent tool for businesses if they like to automate their CRM tool’s actions. These actions are based on your customers’ keywords they used in the past. Ultimately, it saves time, enhances profits, and improves your processes.

Create Workflow-based Drip Marketing Campaigns

Creating a drip marketing campaign is quite helpful in automating the sales process. And the same is possible by integrating your existing CRM with WhatsApp. You can also send a series of WhatsApp messages to your prospect and leads at a fixed schedule and follow them up to improve conversions quickly.

Send Time-based Messages

Once you have a WhatsApp CRM integration facility, you can quickly generate date or time-based WhatsApp messages. You can use these personal messages or wishes to connect with your potential customers meaningfully and form a long-term relationship with them.

Improve Customer Support

Customer support is vital for the growth and goodwill of any brand, and that is why CRM integration with WhatsApp ensures you send timely and quick ticket status, creation, and resolution. It lets your customers know the actual status without following up with you many times.

Allocate Labels for Seamless Communications

CRM integration makes it easy to visually mark customers and create labels to clearly understand your customers’ journey and stages with your brand. Therefore, you can subsequently tailor your communication and create labels for “New Customer” and “Invoice Sent” to streamline and organize your communications.

Initiate Conversations

Another great benefit of WhatsApp CRM Integration is greeting customers with individual or personalized messages. You can start the conversation with the first name of the clients associated with your business.

Send Team Notifications

Every business relies on notifications to get in touch with its team members and inform people about new updates. CRM integration is vital for notifying team members about internally-escalated issues, the latest inquiries, and tickets assigned to them, and it will help take the right action quickly.

Build a Strong Brand Reputation

Reputation defines the ability of a brand to impress customers’ minds. WhatsApp integration with your CRM plays a vital role in building a reliable brand image and increasing customer confidence with a business profile creation, carrying critical data and information, like name, address, email, contact number, website, and many more.

How to Integrate CRM with WhatsApp?

All business enterprises can send WhatsApp messages to their potential prospects and customers directly, leveraging the power of CRM and WhatsApp integration. CRM integration confirms a two-way communication between the business and its customers.

This integration quickly shares various multimedia attachment types with targeted customers while addressing their concerns rapidly.

You can consolidate your efforts and deliver unique customer service smartly via a single WhatsApp channel. WhatsApp and CRM integration also assists you in driving sales and achieving a higher customer retention rate. If you are interested in acquiring the most out of WhatsApp and your existing CRM tool, follow these steps and tips to integrate WhatsApp with your CRM account.

Step 1

First, check whether your existing CRM software (Zoho, Salesforce, etc.) supports WhatsApp integration. If your current system is not offering support, it may happen for different reasons, like an older version of WhatsApp or setting issues.

Mainly, the best CRM systems, such as Zoho, AmoCRM, HubSpot, Salesforce, and SugarCRM support the integration with WhatsApp. 

Step 2

If your CRM system supports WhatsApp integration, you need a WhatsApp API account to go ahead. Even if you have a free WhatsApp business account in advance, you still need to upgrade to a WhatsApp API account.

Step 3

If your CRM system offers support for WhatsApp integration, you must select the most accessible mobile or landline phone number for your WhatsApp API account. Ensure that this number will not change later.

Step 4

The next step is to integrate your CRM with your WhatsApp API account. Then, create a workflow for inbound WhatsApp messages.

Step 5

The last step in the CRM and WhatsApp integration process is viewing all inbound and outbound WhatsApp messages on the CRM dashboard.


The above-discussed blog shows a long list of benefits that all business enterprises can ensure after integrating their CRM with WhatsApp.

These include access to customer details, broadcast messages, effective team collaboration, helpdesk functionality, instant and real-time conversations, pre-set message templates, scheduled messages, seamless communication, ticket generation, and WhatsApp message alerts.

When you think of WhatsApp integration with CRMs of your choice for better sales output, a WhatsApp CRM integration service provider in India can deliver you a competitive edge.

Professional telecommunication solutions providers generally offer CRM integration services for Whatsapp integration, CRM integration with WhatsApp, WhatsApp integration with Salesforce, and Zoho WhatsApp. Be aware of the following conditions to make CRM and WhatsApp integration easy for you:   

  • WhatsApp API account
  • WhatsApp messaging restrictions
  • WhatsApp business policies
  • CRMs that support WhatsApp integration
  • WhatsApp business service provider (BSP)

WhatsApp CRM integration can help you scale your business, reach a bigger market, and enhance the customer base. For more information on WhatsApp CRM integration services and solutions for your unique business, call 1800 137 3839 or email:

Frequently Asked Questions

WhatsApp CRM integration is the process that lets businesses send and receive WhatsApp messages through your CRM (Zoho, Salesforce, etc.) tool. You can use a WhatsApp CRM to streamline business sales, support, and marketing processes. You should integrate your WhatsApp with your CRM to offer exceptional customer service to your potential audience. 

Yes, it is easy to integrate WhatsApp with existing CRM. You can easily integrate CRM with WhatsApp if you understand the following conditions. 

  • CRMs that support WhatsApp integration
  • WhatsApp API account
  • WhatsApp business policies
  • WhatsApp business service provider (BSP)
  • WhatsApp messaging restrictions

Regarding WhatsApp and Salesforce integration, remember that WhatsApp offers two communication types: Customer service interactions and pre-approved notifications. This integration smartly expands your CRM database by supporting data consolidation, generation, and personalized campaign management. This integration opens for business communications without becoming a promotional content source. Look at the following vital options for integrating WhatsApp API with Salesforce.

Option 1: WhatsApp Messaging feature of Salesforce (Account setup and consent; WhatsApp notification template, and Considerations for integrating WhatsApp for Salesforce)

Option 2: Solutions for WhatsApp API Integration with Salesforce (High rated apps and using apps to receive incoming message notifications)

Option 3: API integration of WhatsApp Business API Salesforce (Using REST/SOAP APIs to WhatsApp Integration Salesforce).

Microsoft Dynamics 365, Pipedrive, AmoCRM, HubSpot, Salesforce, SugarCRM, SuiteCRM, or Zoho are prime customer relationship management tools you can easily integrate with WhatsApp. WhatsApp platform easily integrates with these CRMs if you have a WhatsApp API account.