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CRM Integrations

HubSpot

Prerequisites
Account Connection
Disconnect
Invite Team
Link WhatsApp Contacts
Admin Workspace Access
User Access
Create Workflow
One-Click Switch Between HubSpot & WhatsApp
Edit Properties
Dynamic WhatsApp Labels
Workflow Troubleshoot
Compliance and Privacy

Zoho CRM

Prerequisites
Inviting Team
Link WhatsApp Contacts
Custom Object Permissions
Enable Zoho CRM API Access
Message Sync
Component Backup
Admin Workspace Access
User Access
Workflow
One Click Switch
Dynamic WhatsApp Labels
Troubleshoot Workflow
Admin management
Troubleshooting
Compliance and Privacy

Salesforce

Prerequisites
Setup
Disconnect
Invite Your Team
Linking Contacts
Message Sync
Admin Workspace Access
One-Click Switch

Pipedrive

LeadSquared

Prerequisites
Integration
Disconnect
Invite Team
Help Desk
Link Contact
Message Sync
Analytics
Administrator Dashboard
Admin Access
One Click Switch
Compliance and Privacy

Bitrix24

Prerequisites
Install and Connect
Disconnect
Link Contacts
Message Sync
One Click Switch
Compliance and Privacy

Google Sheets

Integration
Create Contact
User Profile
Notes

Freshdesk

Integration
Create Contact
Create Tickets
Resolved Tickets

WhatsApp as CRM

AI Suggestions
User Profile
Calendar
Backup and Sync

Webhooks & Custom

Scheduler API
Add Chat ID
Webhooks
Create Group and Add Chat ID
Active User API
Compliance and Privacy

Deals
Creating Deals

Mini-CRM View

Deals

Manage Zoho CRM deals from WhatsApp

Deals

Create and track deals from WhatsApp.

Creating Deals

Click + Deal in Mini-CRM
Enter deal details
Click Create

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