If someone messages your business on WhatsApp using only a username, you may not get their phone number right away. That can make it harder to call them, follow up later, or keep their contact record complete. This CRM feature helps you ask for their number in one tap, so a username-only contact can quickly become someone you can reach and serve.

📌 Why This Matters

For small business owners, every inquiry matters. When a customer reaches out but only shares a username, you may have a conversation started without having the full contact details needed for future follow-up. By requesting contact info directly in WhatsApp, you can collect the customer’s phone number, keep your records cleaner, avoid duplicates, and make sure interested buyers do not slip through the cracks.

✨ What’s New

• Share contact info button: You can add a button to WhatsApp message templates that lets customers share their phone number with a single tap.
• Automatic contact requests: You can send the same request through CRM automations, so the system asks at the right moment without you needing to remember.
• Duplicate-safe contact capture: If the phone number already exists on another contact, the CRM helps prevent duplicate records from being created.
• Calling support for username contacts: WhatsApp calling can also work better for contacts who use usernames, helping you stay connected with more customers.

🛠️ How to Use It

1. Step 1: Go to your CRM’s WhatsApp template settings.
2. Step 2: Create a new template or edit an existing one.
3. Step 3: In the button options, choose Share contact info.
4. Step 4: If you want this sent automatically, open your automation or workflow builder.
5. Step 5: Add a WhatsApp interactive message action and select Request Contact Info.
6. Step 6: Write a short message telling the customer why sharing their number helps you assist them faster.

💡 Pro Tip

Ask for a phone number right after a customer shows buying intent, like requesting pricing or booking details, so you can follow up faster and turn more conversations into sales.