WhatsApp CRM Integration
A WhatsApp CRM integration that logs every customer chat, auto-tags leads, sends template messages, and reports on conversations.
Project snapshot
- Starting at
- ₹1,20,000$1,650
- Delivery
- 28 days
- Status
- Live
- Tech stack
- Next.js + WhatsApp Business API
All chats
Logs
Auto-tagged
Leads
Templates
Sends
28 days
Build
Overview
WhatsApp CRM Integration connects the WhatsApp Business API to a CRM so customer conversations are captured automatically. Chats are logged against contacts, leads are auto-tagged, approved template messages can be sent at scale, and analytics show how conversations convert.
It is built for sales and support teams that run on WhatsApp but lose the history and structure a CRM provides — bringing every chat into a trackable, taggable, reportable system.
The problem
So much business happens on WhatsApp, but those chats live on personal phones with no logging, tagging, or reporting. This integration pulls conversations into the CRM so leads are tracked, nothing is forgotten, and outreach can scale with templates.
Who it's for
- Sales teams that qualify and close leads over WhatsApp.
- Support teams handling customer chats on WhatsApp.
- Businesses in markets where WhatsApp is the primary channel.
Features
Chat logging to CRM
WhatsApp conversations are automatically logged against the matching CRM contact.
Auto-tag leads
Incoming chats are tagged and categorised so leads are organised without manual work.
Template messages
Send approved WhatsApp Business templates to contacts, individually or at scale.
Conversation analytics
Reports show response times, volumes, and how conversations move leads forward.
Unified contact view
Each contact shows their full WhatsApp history alongside their CRM record.
User stories
- As a rep, I want WhatsApp chats logged so that I keep a full history per contact.
- As a manager, I want leads auto-tagged so that they are organised without manual effort.
- As a rep, I want to send template messages so that I can reach many contacts compliantly.
- As a manager, I want analytics so that I can measure conversation performance.
User flow
- 1
Connect WhatsApp
The WhatsApp Business API is connected to the CRM.
- 2
Chats log automatically
Incoming and outgoing messages are recorded against contacts.
- 3
Tag & organise
Leads are auto-tagged and categorised as chats arrive.
- 4
Send & measure
Template messages are sent and analytics track performance.
Architecture
A Next.js application connected to the WhatsApp Business API. Incoming messages arrive via webhooks and are matched to CRM contacts, while outgoing template messages are sent through the API within WhatsApp's rules.
Auto-tagging applies rules to classify leads as chats come in, and conversation data feeds analytics.
The integration can sit alongside an existing CRM or a built-in contact store, keeping WhatsApp history unified with contact records.
Tech stack
Data model
Build plan
Week 1 — API & logging
~7 daysWhatsApp Business API connection and chat logging to contacts.
Weeks 2–3 — Tags & templates
~14 daysAuto-tagging, template messaging, and unified contact view.
Week 4 — Analytics & launch
~7 daysConversation analytics, QA, and deployment.
Deliverables
- Deployed WhatsApp CRM integration.
- Automatic chat logging and auto-tagging.
- Template messaging and conversation analytics.
- Full source code and setup documentation.
Integrations
- WhatsApp Business API.
- Existing CRM or built-in contact store.
- Optional: chatbot / auto-reply flows.
- Optional: broadcast campaigns.
FAQ
Does it use the official WhatsApp API?
Yes. It connects through the WhatsApp Business API and sends approved templates within WhatsApp's rules.
Are chats logged automatically?
Yes. Incoming and outgoing messages are recorded against the matching contact.
Can it work with our existing CRM?
Yes. It can integrate with an existing CRM or use a built-in contact store.
Can we send bulk messages?
Yes. Approved templates can be sent at scale, and broadcast campaigns can be added as a scope option.
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