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WhatsApp Marketing

Connect Your CRM to WhatsApp

Sync contacts, trigger campaigns from CRM events, and track WhatsApp engagement in your CRM. Unified customer view across channels.

1-2 weeks

What's Included

Everything you need to crm integration

CRM Connection
Connect Salesforce, HubSpot, or Zoho
Contact Sync
Bi-directional contact synchronization
Event Triggers
WhatsApp campaigns from CRM events
Activity Logging
WhatsApp engagement logged in CRM

Our Process

How we deliver crm integration in 1-2 weeks

1

Analysis

Review CRM structure and needs

2

Connection

Set up API integration

3

Mapping

Map fields and workflows

4

Automation

Configure triggers and sync

5

Testing

Test complete integration

Complete Deliverables

Everything you'll receive at the end of the project

CRM API integration

Contact field mapping

Bi-directional sync setup

CRM trigger configuration (5 triggers)

WhatsApp activity logging

Custom field sync

Segment sync

Testing verification

Integration documentation

1 month support

Perfect For

This package is ideal for these businesses and use cases

Sales teams using CRM
Marketing automation users
Businesses with complex sales cycles
Companies with CRM-centric workflows
B2B companies

Powered By Our Products

This service uses our proven products and platforms

WhatsApp Campaign Manager

WhatsApp CRM

Edesy CRM

Frequently Asked Questions

Which CRMs are supported?

Salesforce, HubSpot, Zoho CRM, Pipedrive, and custom CRMs via API.

Is sync real-time?

Yes, bi-directional real-time sync via API and webhooks.

What CRM events can trigger messages?

Lead creation, deal stage change, task completion, custom field updates, and more.

Are WhatsApp messages logged in CRM?

Yes, sent messages, delivery status, and responses appear in contact timeline.

Can we use CRM segments for campaigns?

Yes, CRM lists and segments sync to WhatsApp Campaign Manager.

What about custom objects?

We can map custom CRM objects to WhatsApp contact attributes.

Ready to Get Started?

Contact us for custom pricing based on your specific requirements. Fixed scope • Predictable delivery • No surprises

Usually respond within 24 hours
Free consultation