Contact and profile name
Name, phone number, and the profile name the customer set in WhatsApp themselves. Plus an email address if you have one.
WhatsApp and your CRM
WhatsApp conversations that keep your customer data current
A message is customer contact, but it rarely reaches the system holding the rest of what you know about that customer. We keep the contact, the labels and the opt-in with every conversation, and pass that to the system you already work in.
30 days free, no credit card required
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First, this
We're not a CRM, and we're not trying to become one
Your deals, invoices and case files belong in your own system. What we keep is the WhatsApp part: who's messaging, what it was about, whether they gave permission and when they withdrew it. We push that to your side, or pull it from there.
What we keep
The WhatsApp part of your customer data
Labels you define
Colored labels on a contact and on a conversation, named however you like. You can filter the list by them.
Opt-in with the evidence
For each permission we store when it arrived, which route it came through, and the IP address it came from. Same for an opt-out.
Last time you spoke
When this customer last messaged you, and when you last sent them something.
Import from a file
Existing contacts come in from a CSV. A mapping step lets you point your columns at the right fields.
The conversations themselves
Every conversation stays in the inbox, so you can look up what was agreed and who agreed it.
Connecting it
7 moments to pass on, 6 actions to trigger
Through Zapier, WhatsApp hangs off almost any system you already run: your CRM, your store, your bookkeeping, your calendar. Without us having to build that integration first.
When this happens in WhatsApp
- A new contact is added
- Someone opts out
- A message comes in
- A campaign finishes
- A flow finishes
- A conversation is assigned to a colleague
- A template changes status
You can have this done
- Create or update a contact
- Add a label
- Remove a label
- Send a template
- Send a text message
- Start a flow
If your system isn't on Zapier, a webhook works in both directions. For anything bigger we build the integration to fit.
What people build with it
Integrations we set up often
New customer in your system, straight onto your opt-in list
Add a customer in your own software and the contact appears on our side with the label that belongs to it.
Order placed, status updates over WhatsApp
Your store passes the order across, a flow sends the confirmation and the delivery updates that follow.
Opt-out straight into your own system
When someone opts out with us, you write that to your CRM the same second. Two lists drifting apart is a GDPR problem waiting to happen.
Conversation assigned, task created
When a colleague picks up a conversation, a task lands in whatever tool you track work in.
Price
What it costs
Integrations sit in the Growth plan: € 199 per month, with Zapier, webhooks and up to 10,000 contacts. Meta charges separately for the messages you start.
Common questions
About WhatsApp and your customer data
Connect your systems and start today.
30 days free, no credit card required. Zapier connects your existing systems right away.
Rather have personal help getting started? We'll help you start
30 days free, no credit card required No setup fees No commitment