With WA Web Plus, it’s now possible to integrate WhatsApp Web with your favorite CRM Software! We currently support HubSpot CRM, and continuing to develop other integrations for the most famous CRM softwares.
What are the benefits of integrating WhatsApp with a CRM software?
The integration process allows you to import your contacts list from your CRM software and target them in the Broadcasting process.
It also allows you to save your new and unsaved contacts to the CRM software directly from your WhatsApp Web window with only one click.
How to integrate WhatsApp Web with a CRM software?
To integrate with a new CRM software, open WA Web Plus, navigate to “Business Tools” tab, then to “CRM Integration” sub tab, and click “Integrate New CRM”.
In the popup that shows up, select your CRM sotware and insert the API Key at the below input box. If you’re not sure how to get your CRM API Key, please click “How to get a key?” link for the instructions. Get your API Key, and click “SAVE”.
Importing CRM contacts to your broadcasting campaign
After connecting your CRM to WA Web Plus, it’s easily to communicate between them both. To target CRM conatcts in your broadcasting campaign, setup your message template, and select “Import From CRM” in your targets list.
Choose your CRM software, then select the Contacts List that you wish to import/target in your broadcasting process, then click “IMPORT”.
Saving WhatsApp contacts to your CRM Software
After setting up your CRM integration, a new save icon save will appear on the top bar of the conversations window, it allows you to export/save the contact to your CRM software under a chosen name.