{"id":2822,"date":"2022-08-26T12:52:11","date_gmt":"2022-08-26T12:52:11","guid":{"rendered":"https:\/\/convexinteractive.com\/blog\/?p=2822"},"modified":"2025-06-27T13:25:18","modified_gmt":"2025-06-27T13:25:18","slug":"things-to-know-before-integrating-crm-into-whatsapp","status":"publish","type":"post","link":"https:\/\/convexinteractive.com\/blog\/things-to-know-before-integrating-crm-into-whatsapp\/","title":{"rendered":"WhatsApp CRM: 5 Things To Know Before Integrating CRM Into WhatsApp"},"content":{"rendered":"<h1><b>WhatsApp CRM: 5 Things To Know Before Integrating CRM Into WhatsApp<\/b><\/h1>\n<p><span style=\"font-weight: 400;\">WhatsApp CRM integration offers several benefits for startups and established enterprises. But first, there are certain things you need to know about these integrations and sort them out.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before we continue, we will be making the following two assumptions:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You have a <\/span><span style=\"font-weight: 400;\">CRM (Customer Relationship Management<\/span><a href=\"https:\/\/www.convexinteractive.com\/crm\"><span style=\"font-weight: 400;\">)<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You use <\/span><a href=\"https:\/\/www.convexinteractive.com\/whatsapp-business-api\"><span style=\"font-weight: 400;\">WhatsApp Business<\/span><\/a><span style=\"font-weight: 400;\"> to communicate with your customers.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">While the CRM helps you organize customer data and improve customer service and relations, WhatsApp will allow you to connect and nurture millions of customers worldwide.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have been using the two separately, you\u2019ll probably have a decent idea about how hard it is to switch between the two. The good news is that you can integrate these two into a single service known as WhatsApp CRM to reduce your efforts to a single and effective workflow.\u00a0<\/span><\/p>\n<h2><b>What is WhatsApp CRM?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">WhatsApp CRM is a customer relationship management software integration with the WhatsApp Business API account.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Regardless of the CRM software, you can merge it with your WhatsApp communication efforts. However, using one of the leading <\/span><a href=\"https:\/\/www.convexinteractive.com\/crm\"><span style=\"font-weight: 400;\">CRM services<\/span><\/a><span style=\"font-weight: 400;\"> for this purpose is highly recommended.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This way, your agents efficiently offer better customer service, boost customer retention, and ultimately grow your business.\u00a0<\/span><\/p>\n<h2><b>5 Things To Know Before Integrating CRM To WhatsApp<\/b><\/h2>\n<h3><b>1- Registering WhatsApp API Numbers<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">First, WhatsApp with your CRM requires a WhatsApp API account, and those accounts should be linked to a phone number owned by the business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The number that will be linked to WhatsApp API can belong to a landline or a mobile phone number. As long as it can receive calls and text messages, it\u2019s good to go.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Always remember that once you have linked a phone number to a WhatsApp API, it is non-transferable and can not be used for other WhatsApp API accounts.\u00a0<\/span><\/p>\n<h3><b>2- Messaging Restrictions<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">With WhatsApp\u2019s two billion user base, you may think it makes for a great marketing channel, but it\u2019s not that simple.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">First, having a customer\u2019s WhatsApp number on the file doesn\u2019t mean you can message them freely. That\u2019s because WhatsApp API messaging is via opt-in only.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to WhatsApp, to initiate a message to a person, you must first receive opt-in permission confirmation that they wish to receive future messages from you on WhatsApp.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">WhatsApp also mandates that messages initiated by businesses must be transactional messages in the form of \u201cmessage templates.\u201d Flight change notifications, shopping updates, and refund confirmations are some of the most common examples of transactional messages.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, bulk marketing messages are strictly prohibited.<\/span><\/p>\n<h3><b>3- Complying with Data Privacy Laws<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">WhatsApp CRM integration allows businesses to support a team inbox accessible by multiple agents. With several eyes on sensitive information, it\u2019s crucial to ensure that you adhere to WhatsApp\u2019s business policies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In a nutshell:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You are responsible for acquiring the essential permits to \u201ccollect, use and share\u201d customer data.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data collected must only be used to \u201csupport messaging.\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do not send or request health-related information.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do not share customer information with other customers.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">We recommend you thoroughly read <\/span><a href=\"https:\/\/www.whatsapp.com\/legal\/business-policy\/?lang=en\"><span style=\"font-weight: 400;\">WhatsApp\u2019s Business Policy page<\/span><\/a><span style=\"font-weight: 400;\"> for more information.<\/span><\/p>\n<h3><b>4- CRMs Offering WhatsApp Integrations<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">One of the most important things to consider is whether the CRM you are using (or thinking about using) is compatible with a WhatsApp integration.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The good news is that WhatsApp can be integrated with most leading <\/span><a href=\"https:\/\/www.convexinteractive.com\/crm\"><span style=\"font-weight: 400;\">CRM services<\/span><\/a><span style=\"font-weight: 400;\">. Though CRMs vary from one to another, the benefits of integrating WhatsApp with them are similar.\u00a0<\/span><b><\/b><\/p>\n<h3><b>5- Accessing WhatsApp Business API<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Apart from having an account with the CRM of your choice, you should also have access to a WhatsApp Business API.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Obtaining access to the WhatsApp Business API requires applying to WhatsApp for an API account and getting it approved.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While you can do that yourself, the process can be technical, tedious, and time-consuming. Otherwise, you can also apply through an official <\/span><a href=\"https:\/\/www.convexinteractive.com\/whatsapp-business-api\"><span style=\"font-weight: 400;\">WhatsApp Business Solution Provider<\/span><\/a><span style=\"font-weight: 400;\">. The process will be faster through them, and the acceptance rates will increase.<\/span><\/p>\n<h2><b>Final Thoughts<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">WhatsApp CRM integration is a great way to improve your company\u2019s communication efforts and overall customer experience.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">WhatsApp integrated CRM can set your business toward long-term success by offering various features such as broadcasting media-rich messages and automatically capturing leads.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Book a free consultation session with us if you wish to learn more about integrating WhatsApp with your business.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>WhatsApp CRM: 5 Things To Know Before Integrating CRM Into WhatsApp WhatsApp CRM integration offers several benefits for startups and established enterprises. But first, there are certain things you need to know about these integrations and sort them out.\u00a0 Before we continue, we will be making the following two assumptions: You have a CRM (Customer [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":2999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14,26,281],"tags":[],"class_list":{"0":"post-2822","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-digital-media","8":"category-marketing","9":"category-mobility"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>WhatsApp CRM: 5 Things To Know Before Integrating CRM Into WhatsApp - Convex Interactive<\/title>\n<meta name=\"description\" content=\"Are you thinking about integrating your CRM with WhatsApp? Well, lucky for you. 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