Integration of WhatsApp Business with CRM

The WhatsApp platform has reigned supreme on consumers’ and businesses’ phones for years, as one of the most widespread messengers on the market. With phone number integration and a very simple installation and account authorization procedure, WhatsApp is used worldwide. Will it be similarly simple to integrate this solution with a CRM? Unfortunately, not necessarily.

How to integrate WhatsApp Business with CRM?

To integrate WhatsApp Business with your CRM, you can use services such as Twilio, which allows you to integrate WhatsApp with CRM systems through an API. Integration with WhatsApp is also possible in platforms competing with SalesWizard CRM, such as PipeDrive and Monday.com. There are many ways to successfully integrate WhatsApp Business with CRM, and the key is to choose the right tools and processes that fit the needs of your business. Unfortunately, the disadvantage of these solutions is that the authorization procedure is quite complicated (for a layman). You can read more about our WhatsApp integration functionality on this page.

WhatsApp Business integration with Twilio for CRM

One popular way to integrate WhatsApp Business with CRM is to use Twilio. Twilio allows WhatsApp to integrate with CRM systems through an API, allowing you to effectively communicate with customers via WhatsApp directly from your CRM system.

Creating WhatsApp message templates in CRM

To streamline the communication process, it’s a good idea to create WhatsApp message templates in your CRM system that can be used to quickly and effectively contact customers. Meta allows you to create these types of templates and use them to establish communication with potential and current customers.

The process of connecting your WhatsApp account to your CRM

The process of linking a WhatsApp account to a CRM can be automated, allowing for faster and more efficient management of business contacts through this popular communication platform. In SalesWizard CRM, we used embeddable authorization, which you can learn more about here.

Effective use of the inbox in CRM

Integrating WhatsApp’s inbox with a CRM system, such as Pipedrive, enables efficient management of customer messages. Automating the inbox message process associated with WhatsApp can greatly improve business communications.

Integration of WhatsApp inbox with Pipedrive

Pipedrive CRM, one of the competing platforms to SalesWizard CRM also has the ability to integrate WhatsApp inbox with Pipedrive. The solution enables centralization of customer communications and allows effective message management within the sales process.

Automate inbox messages related to WhatsApp

Automating inbox messages related to WhatsApp allows for effective management of business communications and faster response to customer needs through this communication platform.

Personalizing the inbox interface in CRM

Personalizing the inbox interface in a CRM system allows for better tailoring to individual business needs and user preferences, resulting in a better customer experience.

Problems with WhatsApp integration with CRM

Various kinds of problems can occur when integrating WhatsApp Business with CRM. It is crucial to identify them quickly and solve them effectively to ensure the continuity of business communications through this communication platform. Since integration with WhatsApp relies on the stability of the API and the operation of the servers, users should be mindful of the possible difficulties associated with the functioning of the connection, as well as its establishment. Meta’s online forums are also full of user-developer inquiries related to integration difficulties and connection authorization issues.

WhatsApp does not appear in CRM

When communication from WhatsApp does not appear in the CRM system, it may be due to various factors, such as an error in the integration configuration or lack of proper permissions. It is necessary to accurately diagnose the problem and solve it quickly.

WhatsApp business messages are not sent to contacts in CRM

If WhatsApp business messages are not being sent to contacts in the CRM system, it is necessary to check the integration settings and the correctness of the contact information in the CRM system to successfully resolve the issue.

FAQ on WhatsApp Business integration with CRM

In order to effectively manage integration problems, it is worth creating a knowledge base with answers to the most common questions about WhatsApp Business integration with CRM, which will facilitate quick troubleshooting by customer service staff.

How to effectively manage WhatsApp integration with CRM?

To effectively manage WhatsApp integration with CRM, it is worth using tools that allow you to get automatic notifications about WhatsApp contacts in your CRM system and personalized WhatsApp Business usage statistics. The use of APIs also can significantly improve the integration of WhatsApp with CRM.

Get automatic notifications for WhatsApp contacts in CRM

Automatic notifications of incoming WhatsApp conversations in the CRM system allow for faster response to customer needs and better management of business contacts through this communication platform.

Personalized statistics of WhatsApp Business usage in CRM

Access to personalized statistics of WhatsApp Business usage in the CRM system allows a better understanding of the effectiveness of communication with customers through this communication platform, which translates into better business decision-making.

Using API to improve WhatsApp integration with CRM

The use of APIs to enhance WhatsApp integration with CRM allows for more flexible customization of integration to meet individual business needs and better use of the features offered by this communication platform.

Manage the sales process with WhatsApp integration with CRM

The integration of WhatsApp with the CRM system enables effective management of the sales process by using WhatsApp conversations to generate leads, personalizing business messages, and effectively linking WhatsApp conversations to the sales process in the CRM system.

Learn how to use WhatsApp conversations to generate leads in CRM

Using WhatsApp conversations to generate leads in the CRM system allows for effective acquisition of new customers and better management of potential sales opportunities.

Personalize business messages using CRM data in WhatsApp

By using data from your CRM system to personalize business messages on WhatsApp, you can strengthen relationships with customers and respond more precisely to their needs, resulting in better sales results.

Effectively linking WhatsApp conversations to the sales process in CRM

Effectively linking WhatsApp conversations to the sales process in the CRM system allows for better management of business communications and better use of this communication platform to generate new orders and finalize deals.

How to improve the sales process with WhatsApp Business integration?

WhatsApp Business integration with CRM enables the use of response automation, effective personalization of business messages, and the creation of effective message templates for business communications. This allows you to manage the sales process more effectively and increase customer engagement through this communication platform.