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WhatsApp Integration with CRM Systems
A visual overview showing what the service includes and how it works.
Benefits
Key advantages like saving time, cutting costs, or improving results.
Turn your everyday WhatsApp chats into a powerful sales and support engine. Our integration syncs every message, contact, and note directly into your CRM — so your team can follow up faster, close more deals, and deliver service with precision.
Description
A brief explanation of the service, who it's for, and what it solves.
WhatsApp CRM Integration — Turn Conversations Into Conversions
Why Businesses Lose Thousands from Untracked WhatsApp Chats
Every day, your sales or support team handles hundreds of WhatsApp messages — quotes, invoices, customer complaints, and follow-ups.
But what happens next? Most of those valuable chats never make it into your CRM, leaving your database incomplete and your pipeline unclear.
“We realized 40% of our sales conversations were happening on WhatsApp — but none of them were tracked in HubSpot.”
— Retail Agency Client, India (2024)
Without proper integration, teams waste hours copying messages, forget to follow up, and lose deals that should have been simple wins.
The Real Pain Behind the Disconnection
- Missed opportunities when WhatsApp leads are not pushed into CRM pipelines.
- No accountability for sales or support performance.
- Manual data entry consuming 2–3 hours daily.
- Lack of insights into message volume and customer behavior.
- Poor coordination between departments using separate systems.
A disconnected workflow doesn’t just slow down productivity — it directly impacts revenue and customer satisfaction.
How Cloodo WACRM Solves This with Seamless Automation
Cloodo WACRM connects your WhatsApp Business account with your CRM system (HubSpot, Zoho, Salesforce, Bitrix24, WorkSuite, and more).
Once integrated, every chat, note, and contact is automatically synced — building a live, complete 360-degree view of each customer.
What You Get
- One-click connection via WhatsApp Business QR code or API.
- AI-powered chat summaries that convert conversations into structured client notes.
- Automatic ticket creation when keywords like “problem,” “refund,” or “support” appear.
- Instant proposal generation based on customer inquiries.
- Automated reminders and follow-ups via WhatsApp or email.
- Centralized dashboard to view all message histories and contact activities directly in your CRM.
“After integrating WACRM with Zoho, our sales response time dropped by 60%. We no longer miss follow-ups.”
— Startup SaaS Client, Brazil (2025)
Supported CRMs and Platforms
This integration works seamlessly with leading CRMs and website platforms:
- HubSpot CRM – create deals, tasks, and notes directly from WhatsApp.
- Zoho CRM – sync message history and contact details.
- Salesforce – push WhatsApp messages as lead activities for visibility.
- WorkSuite / Cloodo Workplace – native full-stack automation and ticket management.
- Shopify / Wix / WordPress – integrate through the WACRM Chrome Extension.
For deeper technical documentation, see:
Official Cloodo WACRM Project Page
Meta’s Official WhatsApp Business API Guide
Real-World Examples of WhatsApp-CRM Success
Case 1: Legal Consultancy – USA
Before WACRM: Client updates buried in long message threads.
After integration: AI generates client notes and follow-up reminders.
Result: 30% faster case processing and improved client satisfaction.
Case 2: Real Estate Agency – Brazil
Before WACRM: Agents lost multiple buyer inquiries weekly due to missed messages.
After integration: Leads flow automatically into CRM with real-time alerts.
Result: Closed deals increased by 25% within three months.
Case 3: eCommerce Brand – India
Before WACRM: Customer service handled hundreds of chats daily without tracking.
After integration: Messages summarized and segmented for reporting.
Result: 40% faster response times and higher customer retention.
Expected Benefits Within the First Month
- Unified customer history across WhatsApp, email, and CRM.
- Reduction of up to 70% in manual data entry.
- 30% or higher increase in lead conversion rates.
- Secure and compliant data storage (GDPR-ready).
- Improved collaboration and transparency between sales and support teams.
Your WhatsApp becomes a structured, measurable, and revenue-generating communication channel.
Why Choose Cloodo WACRM
- Built and maintained by the Cloodo WorkChat Division under Netbase JSC.
- Trusted by agencies, consultants, and SMEs in over 20 countries.
- Fully aligned with Meta’s official WhatsApp Business API requirements.
- End-to-end service: integration, automation setup, and workflow optimization.
“Cloodo’s WACRM turned our daily WhatsApp chaos into a transparent CRM process — no coding, no extra staff.”
— Consulting Firm, Singapore
Ready to Connect Your WhatsApp and CRM?
Stop losing leads inside your WhatsApp inbox.
Let the Cloodo team connect your WhatsApp Business account to your CRM within 72 hours and experience data-driven conversations that scale.
Contact us to start your integration:
https://cloodo.com/project/whatsapp-crm
WhatsApp: wa.me/+84937869689
Terms of Service
Terms and conditions for using the service.
Terms of Service — WhatsApp CRM Integration
Scope of Work
Cloodo WACRM will provide a full integration service connecting your WhatsApp Business or WhatsApp Business API account with your preferred CRM platform (HubSpot, Zoho, Salesforce, Bitrix24, or WorkSuite).
The scope includes setup, synchronization of messages and contacts, AI configuration for automatic note generation, and delivery testing.
Custom feature requests, additional API development, or cross-system automation not listed in the proposal will require separate quotations.
For service details, see Cloodo WACRM Integration Overview.
Delivery Timeline and Milestones
Project timelines depend on the CRM selected and data complexity.
A standard integration follows this schedule:
- Discovery and access verification: 1–2 business days.
- API connection and data mapping: 2–3 business days.
- Testing and quality assurance: 1–2 business days.
- Final deployment and training: within 7 business days of kickoff.
- Adjustments to this timeline require written confirmation through the Cloodo WACRM Project Dashboard.
Communication and Support
All communication, file exchange, and ticket management will occur via the Cloodo WACRM Project Dashboard or official support channels.
Our support team is available Monday–Friday (9:00–18:00 GMT+7) by WhatsApp and email.
Each client receives 30 days of standard post-delivery support. Extended support or maintenance packages may be purchased through the Cloodo Support Center.
Payment Terms
Payment is required before integration work begins, unless otherwise agreed in writing.
Accepted methods: PayPal, Stripe, or company invoice transfer.
All prices are listed in USD and exclusive of taxes.
Invoices are issued via the WorkSuite Payment Module and include clear descriptions of deliverables.
Failure to complete payment within the agreed schedule may result in project suspension.
Warranty and Bug Fixes
Cloodo WACRM guarantees that the integration will function as described in the approved proposal for a period of 30 days following delivery.
Any confirmed bugs related to the integration code or connection will be fixed at no cost within this warranty period.
Bugs caused by third-party updates (CRM version changes or Meta API policy updates) will be reviewed and quoted separately.
Custom Development and Updates
Custom automation, API extensions, or workflow scripts beyond the base integration are treated as new development.
Each update will require its own milestone and cost approval.
Ongoing update services are governed by Cloodo’s Custom Integration Policy.
Refund and Cancellation Policy
You may cancel your order before work begins for a full refund.
After initial setup (API access and configuration), refunds are limited to Cloodo’s 30-day money-back guarantee if deliverables fail to meet the documented scope.
No refunds are issued once full deployment and client acceptance are confirmed.
For refund procedures, refer to the Cloodo Service Policy.
Client Responsibilities
Clients must provide valid WhatsApp Business credentials, CRM API keys, and access permissions during the discovery phase.
Failure to provide timely access or accurate data may delay delivery.
Clients are responsible for verifying that their WhatsApp Business use complies with Meta’s Business Messaging Policy and their local data-privacy regulations.
Third-Party Licenses
This service may rely on third-party software or APIs (Meta, HubSpot, Zoho, Salesforce, etc.).
All such licenses remain the property of their respective owners.
The client is responsible for maintaining any required third-party subscriptions.
Cloodo WACRM acts solely as the integration provider and is not liable for external service interruptions.
Change Requests and Scope Adjustments
Any change in scope, including additional features, new workflow logic, or CRM expansion, must be submitted as a formal change request through the Cloodo WACRM Ticket System.
Upon approval, new costs and deadlines will be confirmed in writing before implementation.
Unauthorized modifications or use of unapproved extensions may void the integration warranty.
These Terms ensure your WhatsApp CRM Integration project is delivered transparently, securely, and on schedule while protecting both client and provider interests.
Step by Step
A simple outline of how the service is delivered from start to finish.
Request Services Deal
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One-time payment
On Going Support $"0 / month
What You Get:
Categories & Tags
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Categories
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Service Pricing
Pricing That Scales with Your Business
Starter
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Freelancers and solo users who need simple WhatsApp-to-CRM sync
One-time payment
What You Get:
Growth
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SMEs and agencies needing shared chat tracking and automation
One-time payment
What You Get:
Pro
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Enterprises with multi-team workflows and advanced CRM setup
One-time payment
What You Get:
Other Services
Custom Development and Workflow Automation
Compliance and Regulations Advisory
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