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Integration

Tags

WorkSpace

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Integrate your WhatsApp with desired CRMs.
    Automatically sync WhatsApp contacts and conversations to without switching back and forth. Always keep your CRM up to Date.

    Note: Integration can be unlocked in the Growth Version.

Step 1: Click on the Integrations and select connectto your desired CRM;

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Step 2: Now you are in the workspace, switch on the integration button inintegration center;

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Step 3: Switch back to WhatsApp web, click on the integration logo and choose to connect; 

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Step 4: After the connection succeed, open a chat, you can link or create contacts with 1 click;

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Step 5: After linking or creating, contacts info can viewedor updated in one place;

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Step 6: Create notes, tasks, deals and tickets on WhatsApp; Always keep your CRM up to date.

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