Contact and profile name
Name, phone number, and the profile name the customer set in WhatsApp themselves. Plus an email address if you have one.
WhatsApp and your CRM
WhatsApp conversations that keep your customer data current
A message is customer contact, but it rarely reaches the system holding the rest of what you know about that customer. We keep the contact, the labels and the opt-in with every conversation, and pass that to the system you already work in.
30 days free, no credit card required
Prefer a hand getting started? We'll get you started
First, this
We're not a CRM, and we're not trying to become one
Your deals, invoices and case files belong in your own system. What we keep is the WhatsApp part: who's messaging, what it was about, whether they gave permission and when they withdrew it. We push that to your side, or pull it from there.
What we keep
The WhatsApp part of your customer data
Labels you define
Colored labels on a contact and on a conversation, named however you like. You can filter the list by them.
Opt-in with proof
For every opt-in we record when it came in, through which route, and from which IP address. Same for opt-outs.
Last time you spoke
When this customer last messaged you, and when you last sent them something.
Import from a file
Existing contacts come in from a CSV. A mapping step lets you point your columns at the right fields.
The conversations themselves
Every conversation stays in the inbox, so you can look up what was agreed and who agreed it.
Integrations
7 triggers, 6 actions
Zapier connects WhatsApp to almost any system you use: your CRM, store, bookkeeping, or calendar. No need to wait for us to build an integration.
When this happens in WhatsApp
- A new contact is added
- Someone opts out
- A message comes in
- A campaign finishes
- A flow finishes
- A conversation is assigned to a colleague
- A template changes status
Actions you can run
- Create or update a contact
- Add a label
- Remove a label
- Send a template
- Send a text message
- Start a flow
If your system isn't on Zapier, a webhook works in both directions. For anything bigger we build the integration to fit.
What people build with it
Integrations we set up often
New customer in your system, straight onto your opt-in list
Add a customer in your own software and the contact appears on our side with the label that belongs to it.
Order placed, status updates over WhatsApp
Your store sends the order over, and a flow sends the confirmation, then the delivery updates.
Opt-out straight into your own system
When someone opts out with us, you write that to your CRM the same second. Two lists drifting apart is a GDPR problem waiting to happen.
Conversation assigned, task created
When a conversation is assigned to a colleague, a task appears in whatever tool you use to track work.
Price
What it costs
Integrations are part of the Growth plan: €199 a month, including Zapier, webhooks and up to 10,000 contacts. Meta charges separately for each message you send, with no markup from us.
Common questions
About WhatsApp and your customer data
Connect your systems and start today.
30 days free, no credit card required. Zapier connects your existing systems right away.
Prefer a hand getting started? We'll get you started
30 days free, no credit card required No setup fees No commitment