WhatsApp CRM Integration: Two-Way Chat

Why teams look for this

For many sales teams WhatsApp is where deals actually move — and where CRM hygiene goes to die. Conversations live on personal phones, follow-ups live in memory, and managers see nothing until the deal is won or lost.

Screenshots and forwarded chats do not scale, and they never capture the timing that coaching needs.

The WhatsApp integration moves the conversation onto the record: message from the deal card, log every chat automatically, and draft replies from real history.

Who it is for — and who it is not for

A good fit if you

sell over WhatsApp and need chats visible to the whole team
want follow-ups drafted from conversation history
log deal-card conversations without screenshots or forwarding

Not a fit if you

only need a click-to-chat button on a website (see the free widget generator)
message without a connected WhatsApp business number

The workflow, step by step

STEP 1

Connect the team number

Connect your team’s WhatsApp number in settings following the prerequisites in /docs/integrations/whatsapp.

STEP 2

Message from the record

Open any lead, contact or deal and message from the card. Inbound replies arrive in the same thread.

STEP 3

Let chats log themselves

Every sent and received message is written to the record timeline automatically — no forwarding, no copy-paste.

STEP 4

Reply and follow up with assistance

Draft replies from conversation history, review them, and turn open promises into dated follow-up tasks.

What is included — and the limits

Included

Two-way WhatsApp messaging from lead, contact and deal cards.
Every chat logged to the record timeline automatically.
AI-assisted reply drafts from record history, reviewed before sending.
Follow-up tasks created from conversations that need a next step.
Setup and sync documentation at /docs/integrations/whatsapp.

Limits

A connected WhatsApp number per team is required before messaging works.
Business messaging policies of WhatsApp apply — templates and opt-ins where required.
AI reply drafts require human review before sending.

How teams use it day to day

Deal conversations without screenshots

Open the deal, message in the thread, and let the chat write itself to the timeline. The next rep sees everything.

Nudges after no-answers

A short, specific nudge referencing the last call — drafted from history, reviewed, sent in seconds.

Chat promises that become tasks

Promises made in chat become dated tasks, so “I’ll send the proposal” survives the weekend.

Frequently asked questions

Is WhatsApp messaging logged to the CRM?

Yes. Chats happen on the record itself and every message is logged to the timeline, so teammates see the full conversation without asking for screenshots.

How do I connect WhatsApp?

Connect WhatsApp for your team in settings following /docs/integrations/whatsapp, then message from any record. Teams without connected numbers see a status notice instead of an error.

Is this the same as the WhatsApp website button?

The website button generator creates a click-to-chat widget for your site. The CRM integration is two-way inbox messaging on records. They solve different jobs.

Messages are not sending — what should I check?

Check the connection status in settings and reconnect if the session expired. If messaging still fails, reach /support with the team name and the time of the failure.

Keep reading

Feature

Multichannel sales

Call, SMS, WhatsApp and email from one record timeline.

Feature

AI sales automation

Drafts, task extraction and card scanning with human review.

Use case

Outbound sales CRM

Lists, queues and sequences for outbound teams.

Hub

All integrations