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Synchronize WhatsApp messages with CRM

Streamline your customer interactions by integrating WhatsApp business messages with your CRM using Green API and Zapier. Automatically update or create contacts in your CRM for complete interaction histories and improved service.

When a Message Received
Solution
1. Trigger on New WhatsApp Message

Activate when a new message is received on WhatsApp.

Search for a Customer
Solution
2. Find Customer in CRM

Look for the customer using the phone number.

Update a Customer
Solution
3. Update Customer Record

Add message details to existing customer.

Create a Customer
Solution
4. Add New Customer with Message

Create a new contact if none found.

Tag for Follow-Up
Solution
5. Mark Contact for Follow-Up

Ensure new contact is tagged for further action.

- Repeat -

Automation Benefits

Benefits of Automation

Discover the benefits of automating WhatsApp and CRM integration.

Time Efficiency

Save time with automated data updates.

Data Accuracy

Reduce errors with consistent data synchronization.

Improved Customer Insights

Gain better insights into customer interactions.

Increased Productivity

Focus on customer service instead of manual tasks.

Seamless Communication

Ensure all team members have access to the same information.

Scalable Solution

Easily adapt to growing customer interaction volumes.

Features

Key Features

Explore the powerful features of integrating WhatsApp messages with your CRM.

  • 1
    Seamless Integration

    Connect WhatsApp messages directly to your CRM system for a unified view.

  • 2
    Automated Data Entry

    Eliminate manual entry with automated customer record updates.

  • 3
    Enhanced Customer Interaction

    Maintain complete interaction histories for better customer service.

Feature

Outcomes

Expected Outcomes

Achieve measurable improvements in customer service and operational efficiency.

99%
Improved Data Accuracy
50%
Faster Response Times
85%
Increased Customer Satisfaction

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FAQ

Frequently Asked Questions

Answers to common questions about integrating WhatsApp messages with CRM systems using Green API and Zapier.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required