Send and receive WhatsApp messages directly from your CRM, with every conversation logged against the right contact.
The Edesy CRM WhatsApp integration connects your WhatsApp Business account to your CRM so your team can message customers on the channel they actually use, without leaving the CRM. Every inbound and outbound message is automatically attached to the matching contact, giving you a complete, searchable conversation history.
Key reasons to integrate these platforms
WhatsApp is the default messaging channel for customers across India and emerging markets
Conversations scattered across personal phones never make it into the CRM
Manual copy-paste of chats is slow and error-prone
Automated replies and templates cut response time dramatically
What you get when you connect Edesy CRM and WhatsApp
All WhatsApp threads appear directly on the contact's CRM timeline
Send approved WhatsApp Business templates for updates and reminders
Multiple agents can pick up and reply to the same conversation
Trigger WhatsApp messages from CRM events like new lead or deal stage change
Step-by-step guide to connecting the platforms
Real scenarios where this integration drives results
Auto-send a WhatsApp welcome when a new lead is captured
Send WhatsApp reminders before scheduled meetings
Notify customers of order or payment status via WhatsApp
Integration specifications
Connection Type
WhatsApp Business API
Sync Frequency
Real-time
Data Flow
Bi-directional (send and receive)
Authentication
WhatsApp Business API token + Edesy CRM OAuth
Edesy CRM adds an AI assistant on top of WhatsApp so routine questions are answered and qualified automatically.
AI chatbot handles common WhatsApp inquiries 24/7
Automatic lead qualification and routing
Smart reply suggestions for agents
Every chat synced to the contact record
Our AI products enhance this integration with intelligent automation.