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Connecting WhatsApp to your CRM: what is possible

Send WhatsApp messages from your CRM and log every customer reply back into it. An overview for business owners.

Your CRM holds your customer data; WhatsApp is where customers talk to you. Connecting them saves your team from copying information back and forth.

Common integrations

  • New lead in CRM → welcome message on WhatsApp.
  • Deal stage changes → automatic update to the customer.
  • Payment due in billing software → reminder template.
  • Customer replies on WhatsApp → note added to the CRM record.

How it works with Wapify

Your CRM calls the Wapify REST API to send messages, and Wapify sends webhooks to your CRM for every new message and delivery update. Zoho, HubSpot, Google Sheets and in-house systems can all be connected; our team can build the integration for you.

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