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WhatsApp CRM integration?

You’re looking at it

WhatsApp starts the conversation. Your CRM is where customer data lives. Respond.io brings them together in one connected workspace.

What is a WhatsApp CRM?

A WhatsApp CRM integration connects the WhatsApp Business Platform (API) to your CRM or messaging platform. It helps your team manage chats, automate workflows and keep customer records updated without switching tools.


There are two ways to set this up:

1. Add WhatsApp messaging directly to your CRM

2. Connect your CRM to a messaging platform like respond.io


While respond.io has native lead management features, it’s not a full-fledged CRM — it’s a CRM complement. Instead of replacing the system where your data lives, respond.io adds tools CRMs like HubSpot, Salesforce and others lack: an omnichannel inbox, advanced automation and AI, VoIP support and more.

Why integrate WhatsApp with a CRM?

Your customers live on WhatsApp. Your customer data lives in your CRM. When the two talk to each other, things get done faster, smarter and with less mess.

Qualify leads instantly

Automatically identify and prioritize high-intent leads through automated questions and smart workflows.

Re-engage inactive contacts

Reach out to dormant leads with personalized WhatsApp messages and offers.

Centralize customer conversations

Manage WhatsApp chats, calls, voice notes and media files directly within your CRM.

Omnichannel interactions

Talk to customers on WhatsApp, Instagram, Messenger, TikTok and more all from one place.

Two ways to integrate WhatsApp with a CRM

Not all WhatsApp CRM setups are created equal. You can either connect WhatsApp API directly to your CRM or manage it through a messaging platform like respond.io.


WhatsApp API +

existing CRM

WhatsApp API + messaging software (like respond.io)

Native WhatsApp integration

Limited

Messaging features

No WhatsApp calls, video previews or voice note playback

Covers key WhatsApp features like calls and broadcasts

Automation capabilities

Limited

Advanced AI and automation

Media file handling

Media files must be downloaded separately

Media playback directly in inbox

CRM flexibility

Restricted to a single CRM

Integrates seamlessly with multiple CRMs

Omnichannel messaging

Limited

What to look for in a WhatsApp CRM

If WhatsApp is a serious part of your business, your CRM integration needs to back that up with these non-negotiables.

WhatsApp API access

Quickly and securely connect WhatsApp through official providers like respond.io. Enjoy smoother approvals and immediate messaging capabilities.

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Integration support

From Hubspot to Salesforce, connect your CRM with e-commerce platforms, business tools and messaging channels. Centralize customer data and organize leads across your sales pipeline.

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WhatsApp Business Calling API

Conduct voice calls directly from your CRM. Solve complex inquiries faster and build stronger customer relationships.

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Automation

Automate lead qualification, responses and follow-ups effortlessly. Ensure your team focuses only on conversations that truly matter.

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Data security

Protect customer data with encryption and ensure compliance with top privacy standards. Trust your CRM with sensitive customer information.

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Detailed analytics

Track response times, agent productivity and campaign success. Make informed decisions based on clear, real-time analytics.

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Why choose respond.io for WhatsApp CRM integration

Respond.io is built for conversations. That’s why thousands of businesses rely on it to message, call and connect with leads and customers.

Capture leads with WhatsApp Marketing

- Use Meta click to chat ads to get leads into WhatsApp

- Launch Workflows to respond to and qualify leads instantly

- Manage the entire WhatsApp customer lifecycle in one platform

- Track WhatsApp marketing performance with in-depth analytics

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Convert with WhatsApp Sales Automation and Calling

- Automate appointment and meeting booking

- Share product or service information instantly with WhatsApp Catalog

- Leverage WhatsApp Business Calling API to close high-value deals faster

Learn More

Retain with targeted broadcasts

- Send promotional broadcasts at scale

- Remind customers about renewals or upgrade opportunities

- Conduct customer satisfaction surveys

Learn More

Marketing

Sales

Customer service

Attract leads with QR codes, chat links and website widgets

Run click-to-WhatsApp ads on Facebook and Instagram

Sync contact details into your CRM for easy segmentation

Send broadcasts, push notifications and catalogs to re-engage leads

Easily migrate to the most powerful WhatsApp API solution

Migrate from WhatsApp Business App to WhatsApp API

  1. 1. Purchase a phone number that’s not connected to a current WhatsApp Business account or sign up for a virtual number
  1. 2. Connect your number to your Meta business account
  1. 3. Connect your new WhatsApp API account to respond.io
  1. 3. Connect your new WhatsApp API account to respond.io

Migrate WhatsApp API from another BSP to respond.io

  1. 1. Turn off 2-step verification in your Meta account.
  1. 2. Follow the simple steps in the respond.io platform to migrate your account
  1. 3. Verify your number and you’re ready to go - you keep your number, templates, contacts and conversation history!

How to set up your WhatsApp CRM with respond.io in 3 steps

Getting started isn’t complicated. With respond.io, everything is built to be fast and straightforward.

  1. Step 1: Create or connect a WhatsApp API Account
  • Sign up for your official WhatsApp Business API account quickly through respond.io—no need to apply through Meta separately as respond.io is a WhatsApp Business Solution Provider (BSP).
  1. Step 2: Connect your CRM

Use one of three methods to link your CRM to respond.io:

  • • Native integration with CRMs like HubSpot or Salesforce
  • • Third-party automation via Zapier or Make
  • • Custom API workflows using HTTP request steps
  1. Step 3: Sync your data
  • Your contacts, messages and lead stages stay in sync automatically. No spreadsheets. No copy-pasting.

Frequently asked questions

Yes! The WhatsApp Business App can’t integrate with a CRM. You’ll need a WhatsApp Business API account to set everything up properly. With respond.io, getting access is fast and hassle-free since we're an official WhatsApp Business Solution Provider (BSP).

Real success stories from customers

3x your business results with respond.io 🚀