WhatsApp CRM Integration | Convert Chats into Sales Fast

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WhatsApp Business API
Manage customers conversations across their lifecycle
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Build drag-and-drop workflows and auto-replies
WhatsApp marketing software
Qualify and engage leads with campaign builders
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WhatsApp QR code
Generate WhatsApp QR codes
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Create links to connect with customers
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Add chat button to connect with visitors
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Automate conversations at scale
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Collect user info using forms
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Scale one-to-many campaigns
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Automate sequence messages
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Enable one-click payments on WhatsApp
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Put admissions on autopilot
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Automate hotel and transportation bookings
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Schedule doctor appointments in seconds
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Amplify your WhatsApp shop orders
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Recommend and promote property listings
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Enable transaction and payment alerts
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Manage client appointments and collect docs
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Sales
Nurture leads, close deals, enable repeat business
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Capture leads, personalize campaigns at scale
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Respond to inquiries instantly reducing manual effort
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SMB
Automate and scale conversations without extra resources
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Streamline your sales, marketing and support workflows
Integration
INTEGRATIONS
Zoho
Turn Zoho prospects to customers
Razorpay
Enable easy one-click payments with Razorpay
Moengage
Nurture Leadsquared leads to drive sales
Odoo
Nurture Leadsquared leads to drive sales
Hubspot
Engage and convert Hubspot leads
Calendly
Streamline accounting processes on WhatsApp
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Why integrate your CRM platform with WhatsApp?

Imagine every WhatsApp message—questions, orders, feedback—flowing straight into your CRM, auto-updating leads and syncing customer histories in real-time. That’s the power of WhatsApp CRM integration. At Gallabox, we’ve helped hundreds of Indian businesses (just like yours) seamlessly integrate WhatsApp with all the popular platforms — Zoho for sales teams, Shopify for online stores, WooCommerce for WordPress sites, and more.

The best part? You don't need to code. Let's walk through exactly how it works for each platform.

Zoho

CRM

Get a single source of truth with a two-way sync between Gallabox and Zoho CRM

Hubspot

CRM

Unify communication by integrating HubSpot with your WhatsApp Business account

Leadsquared

CRM

Interact with your CRM leads and customers on WhatsApp in a hassle-free way

Odoo

CRM

Send automated notifications and alerts to your Odoo contacts through WhatsApp

Kylas

CRM

Extend your Kylas CRM functionality to do more by connecting it with Gallabox

Pipedrive

CRM

KONDESK is a CRM software with a one-stop solution to manage numerous features.

Start with the right fit

Not all integrations work the same way. Choose one that fits your business like a glove:

Auto-convert WhatsApp chats into CRM leads with native Gallabox sync

Get instant WhatsApp updates for orders, deliveries, and returns

Match deal stages in your CRM to chat triggers.

Map data like a pro

Ever seen a WhatsApp message land in your CRM as “Unknown, Mumbai”? Avoid messy data by:

Mandatory fields first (e.g., Zoho needs last names; Pipedrive requires deal stages)

Using variables like order number or customer name for personalized auto-replies

Setting up fallback responses for missing info: “Hey there! Mind sharing your email so we can help faster?

Use GenAI to your advantage and decrease sales cycles by a long shot

Write like a human, not a bot

Your CRM knows the customer’s history — use it. Examples:

Bad: “Your query is important to us.”

Good: “Hi Raj! Your order #4502 ships tomorrow — track it here: [link]” Keep CTAs clear: “Reply ‘YES’ to confirm your appointment” works better than “Kindly acknowledge at your earliest convenience.”

Respect the chat rhythm

Ever seen customers ghost you after too many messages? Keep chats natural:

Opt-ins: Only message users who’ve agreed to chat (e.g., post-purchase: “Can we WhatsApp your receipt?”)

Batch replies: Group order updates into one message instead of spamming 5 texts

Quiet hours: No promotional messages after 8 PM unless it’s urgent support.

Design foolproof chat flows

Imagine a customer typing “I want to return my blue shoes”

Weak flow: Asks for order number → color → reason (3 steps)

Smart flow: CRM auto-detects recent orders → suggests: “Return the Nike Blue Runner (ordered May 5)? Reply YES.

Keep data clean behind the scenes

Turn messy data into actionable data points:

Standardize phone numbers: +91 XXXX instead of 0XXXXX

Format dates as DD-MM-YYYY (no 7/4/2024 confusion)

Add CRM tags like “High-Intent” when a customer asks about pricing.

Benefits of WhatsApp CRM integration

Boost customer satisfaction

Quick WhatsApp replies with their full history at your team’s fingertips.

Centralised customer data

Auto-save WhatsApp chats and contact information in your CRM — eliminating scattered info.

Real-time message tracking

View every WhatsApp chat under the right customer profile for enhanced visibility.

Faster team collaboration

Get instant alerts on new messages so your team never misses a lead.

FAQs about WhatsApp CRM Integration

What is WhatsApp CRM integration?

Picture your sales team closing deals without app-hopping. WhatsApp CRM integration (Zoho/HubSpot) merges chat histories, auto-replies, and real-time conversations into one dashboard. Track leads, send reminders, and nurture customers — all within WhatsApp. No missed messages, just smoother sales.

Can I use the regular WhatsApp Business App with my CRM?

Yes, Gallabox integrates WhatsApp Business chats with CRMs like Zoho and HubSpot. Automate lead/deal creation, map fields (names, numbers), and sync chat data directly to your CRM dashboard. Manage interactions without switching apps — track conversations and update records in real-time.

Why should I bother integrating WhatsApp with my CRM?

Yes, your sales team shouldn’t chase leads across apps. Integrate WhatsApp with HubSpot or Zoho CRM via Gallabox — every chat auto-updates leads, slashes manual entry, and centralizes customer histories. Respond faster, close smarter, and let CRM sync handle the heavy lifting.

WhatsApp CRM integration - turn chats into conversions!

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Why integrate your CRM platform with WhatsApp?

How to integrate WhatsApp with your CRM?

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