CRM + WHATSAPP INTEGRATION

Connect Your CRM. Automate Every Customer Conversation.

Bring your CRM, WhatsApp and AI together to capture leads, automate communication, manage follow-ups and help your sales team close opportunities faster.

Get Started
CRM Lead
NameRahul Sharma
SourceFacebook Ads
StatusNew
NextFollow-up

Connect HelloBotz With Your Existing CRM

HubSpot
Zoho CRM
Salesforce
Pipedrive
Freshsales
API / Webhooks
Other CRM · Coming Soon

Only connect integrations that are available for your account. Unsupported native connectors are marked Coming Soon.

🖼️
CRM Dashboard + WhatsApp Lead record beside WhatsApp conversation.

Turn CRM Events Into WhatsApp Actions

CRM Event→ New Lead→ HelloBotz→ WhatsApp Template→ Customer

Sales Pipeline

New Lead→ Contacted→ Qualified→ Demo→ Proposal→ Negotiation→ Converted
🖼️
CRM Sales Pipeline New Lead → Qualified → Demo → Converted visual.

Never Miss the Next Follow-up

Lead Created↓ Welcome↓ Sales Follow-up↓ Demo Reminder↓ Proposal Follow-up↓ Conversion

CRM Status Automation

Lead Created→ Send WhatsApp Welcome
Lead Qualified→ Notify Sales Team
Demo Scheduled→ Send Confirmation
Lead Inactive→ Trigger Follow-up
Lead Converted→ Thank You / Onboarding
Needs Support→ Assign Support

Keep CRM & WhatsApp Data Connected

CRM → HelloBotz

Lead details, status, assigned agent, customer data

↔

HelloBotz → CRM

Conversation status, follow-up, customer response

🖼️
CRM → HelloBotz → WhatsApp Two-way automation flow visual.

CRM Use Cases

SaaS

Lead capture → Demo → Sales follow-up.

Real Estate

Enquiry → Qualification → Agent assignment.

Education

Student enquiry → Counsellor → Follow-up.

E-commerce

Customer enquiry → Order/support workflow.

Agencies

Client enquiry → Sales → Meeting.

B2B

Lead → Qualify → Pipeline → Follow-up.

Business Benefits

One Customer View

Keep customer information organized.

Faster Response

Automate first-touch communication.

Better Follow-up

Keep sales activities organized.

Smarter Routing

Send leads to the right team where supported.

Less Manual Work

Automate repetitive communication.

Connected Workflow

Bring CRM and WhatsApp together.

FAQ

Supported connectors and API/webhooks depend on your plan. Unavailable native CRMs may show as Coming Soon.
Yes — when automation is configured, new leads and status changes can trigger WhatsApp templates.
Yes where field mapping is configured for your integration and template.
Yes — sequences based on status and timing within WhatsApp policy.
Assignment depends on your CRM and HelloBotz routing configuration.
Yes — API/webhooks support custom CRM connections where available.

Connect Your CRM With WhatsApp Automation

Bring your customer data, sales team and WhatsApp conversations together with HelloBotz.

Get Started