WhatsApp conversations connected to your CRM

WhatsApp CRM for Sales, Follow-Up, and Customer Conversations

Q: Can WhatsApp activity be connected to the sales pipeline?

Yes. Workflows can update fields, tags, owners, tasks, opportunities, and pipeline stages based on customer activity and configured business rules.

Manage WhatsApp conversations with customer records, team ownership, automated follow-up, appointments, tasks, and sales pipelines—all inside Lead Connector.

Explore WhatsApp CRM plans See how it works

One customer record

Automated WhatsApp follow-up

Clear team ownership

WhatsApp conversations

Connected to CRM records

Live

New enquiry

now

Thanks, I would like to know more...

Today’s appointment

Thanks, I would like to know more...

Order update

12m

Thanks, I would like to know more...

Hi, can I book a platform demo?

Absolutely. I’ll send the available times now.

Write a message...

Owner

Sarah

Stage

Qualified

Task

Follow up

WhatsApp CRM software

Everything your team needs beyond a WhatsApp inbox

Turn conversations into organized customer activity with CRM context, repeatable workflows, sales visibility, and clear next steps.

Connected conversation inbox

Manage connected WhatsApp messages from Conversations with customer data and activity history.

Complete CRM record

Connect every conversation to fields, tags, source, notes, appointments, tasks, and opportunities.

Team collaboration and ownership

Make the conversation owner and next action clear, with access based on configured permissions.

Automated follow-up

React to messages, send configured templates, wait for replies, update records, and create tasks automatically.

WhatsApp templates

Create approved templates with supported categories, languages, variables, media, and interactive buttons.

Sales pipeline connection

Update the opportunity, stage, owner, value, and next step based on the conversation.

Booking and reminders

Turn conversations into appointments and coordinate confirmations, reminders, and follow-up.

WhatsApp calling

Use supported calling and review call history alongside messages to preserve conversation context.

Performance visibility

Monitor response timing, ownership, workflow execution, opportunity activity, and outcomes.

One conversation, complete context

See the customer relationship while you reply

Keep the conversation connected to contact information, source, tags, notes, appointments, tasks, opportunities, and the activity your team needs.

Customer data

Name, contact details, custom fields, tags, source, and communication preferences.

Relationship history

Messages, calls, appointments, notes, tasks, and earlier activity in one record.

Sales context

Opportunity, stage, value, owner, and next action remain visible beside the conversation.

Team collaboration

Clear ownership, alerts, tasks, and permissions help the team coordinate.

Customer record

Owner: Sales team

Active

Source

Click-to-WhatsApp ad

Interest

Advanced plan

Stage

Demo

Next step

Follow up today

WhatsApp reply two minutes ago

Booking link sent

Sales opportunity assigned

How WhatsApp CRM works

From incoming message to measurable business action

Capture the conversation, understand the customer, automate routine steps, and move the opportunity forward without losing context.

Receive

A WhatsApp message reaches Conversations and connects to the relevant contact.

Understand

The team sees customer data, source, history, and opportunity context before replying.

Follow up

A workflow handles routine confirmations, waits, updates, tasks, and notifications.

Convert

The contact moves to the relevant appointment, pipeline stage, owner, or next action.

WhatsApp workflow

New enquiry follow-up

1Customer replied on WhatsApp

2Send personalized reply

3Wait for contact response

4Update opportunity and stage

5Notify the contact owner

WhatsApp automation

Follow up at the right time and hand off when a person should respond

Use reply triggers, templates, variables, waits, conditions, CRM updates, tasks, and notifications to build responsive WhatsApp journeys.

WhatsApp reply trigger
Configured messages and templates
CRM-powered variables
Wait for customer reply
Conditions and branches
Field and tag updates
Tasks and notifications
Opportunity and stage updates

Templates, consent, and control

Scale communication with the right safeguards

Use approved WhatsApp templates when required, personalize supported variables, add interactive buttons, respect DND preferences, and keep consent central.

Approved templates

Create marketing, utility, or authentication templates using supported categories and rules.

Personalization and interaction

Add supported variables, media, and quick-reply, website, or call buttons where available.

Consent and DND

Target appropriately opted-in contacts and respect opt-outs, DND status, laws, and platform policies.

Conversation windows

Use free-form messages or approved templates according to the active window and current WhatsApp rules.

WhatsApp template

Appointment confirmation

Hi {{1}}, your appointment is confirmed for {{2}}. Would you like to change the time?

VariablesButtonsUtility categorySelected language

WhatsApp CRM use cases

Support the moments that create revenue and stronger relationships

Build consistent processes for new enquiries, appointments, sales conversations, support, payment updates, and re-engagement.

Lead response

Confirm the enquiry, assign an owner, create a task, and begin an organized sales conversation.

Appointment booking

Share the booking step, send confirmations and reminders, and follow up after cancellations or no-shows.

Lead qualification

Collect information, update fields and tags, and route the contact by interest or readiness.

Customer service

Preserve context, assign the conversation, alert the team, and monitor response timing.

Transactional updates

Use suitable templates for confirmations, reminders, and service or payment updates.

Re-engagement

Use segments, approved templates, and workflows to reconnect with appropriately opted-in contacts.

Conversation performance

Conversations needing attention

Open

Due soon

Overdue

Sales enquiry

2 minutes

Appointment change

8 minutes

Support request

Overdue

Team performance and visibility

Keep response times, ownership, and outcomes visible

Use assignments, response-time goals, conversation history, workflow logs, and pipeline activity to understand what needs attention.

Response-time goals

Use channel-specific SLA indicators to surface conversations that are due soon or overdue.

Clear ownership

Know who owns the conversation, opportunity, and next task.

Complete history

Review conversations, calls, automation history, and CRM activity.

Outcome visibility

Connect WhatsApp activity with appointments, tasks, opportunities, stages, and outcomes.

WhatsApp CRM FAQs

What to know before connecting WhatsApp to your CRM

Understand how conversations, automation, templates, consent, and pipeline management work together.

What is a WhatsApp CRM?

A WhatsApp CRM connects WhatsApp conversations with customer records, ownership, tasks, sales opportunities, automation, and reporting. This gives teams the context and process controls needed to manage WhatsApp as a business channel rather than an isolated inbox.

Can multiple team members manage WhatsApp conversations?

Teams can manage connected WhatsApp conversations through the Conversations workspace, use ownership and assignments, review contact context, and coordinate follow-up. Exact access depends on user permissions and account configuration.

Can Lead Connector automate WhatsApp follow-up?

Yes. Workflows can react to WhatsApp replies, send configured messages or approved templates, wait for a contact response, update CRM data, create tasks, notify users, and move opportunities through a pipeline.

Can we send WhatsApp messages outside the customer-service window?

Business-initiated messages outside the active conversation window generally require an approved WhatsApp template. Template categories, approval, pricing, and messaging rules are controlled by WhatsApp and may change.

How does Lead Connector help manage WhatsApp consent and opt-outs?

Workflows can respond to supported opt-out language by applying Do Not Disturb settings to WhatsApp or all channels. Businesses remain responsible for valid consent, approved content, and compliance with applicable laws and WhatsApp policies.

Can WhatsApp activity be connected to the sales pipeline?

Yes. WhatsApp conversations can be viewed with the contact context, while workflows can update fields, tags, owners, tasks, opportunities, and pipeline stages based on customer activity and configured business rules.

WhatsApp connected to your growth platform

Turn more WhatsApp conversations into organized next steps

Give your team the context, automation, and pipeline tools to respond faster and manage every opportunity with clarity.

Choose your plan Talk to our team

WhatsApp requires onboarding and an active connection. Template approvals, messaging charges, WhatsApp policies, consent requirements, and regional rules may apply.

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