WhatsApp gives your business a direct, real-time channel to connect with contacts wherever they are, making it especially powerful for reaching international customers. Inside your CRM, you can manage your WhatsApp Business profile, create approved message templates, and message contacts the same way you would through any other conversation channel.

This section walks you through setting up and getting the most out of WhatsApp within your CRM, from keeping your business profile up to date to building media templates that let you reach new or inactive contacts.

Frequently Asked Questions #

What is WhatsApp in my CRM? #

It is an integrated messaging channel that lets you chat with contacts through WhatsApp directly inside your CRM, alongside your other conversation channels.

Why should my business use WhatsApp? #

WhatsApp lets you reach customers in real time with rich media and is particularly effective for international audiences, helping you build trust and increase engagement.

Where do I manage my WhatsApp settings? #

WhatsApp settings, including your business profile and templates, are managed from the WhatsApp section inside your CRM Settings.

Can I send messages to new contacts on WhatsApp? #

Yes. To message new contacts or those inactive for more than 24 hours, you use pre-approved message templates rather than free-form messages.

Do I need a separate WhatsApp app to use this? #

No. Once your WhatsApp number is connected, you manage profiles, templates, and conversations from within your CRM.

Is my WhatsApp business profile visible to customers? #

Yes. Customers can view your business profile by tapping your business name or number in a conversation thread, so it is important to keep it current.