Managing customer conversations can be a challenge, especially when you want to use WhatsApp Business for personal interaction but also want the power of a CRM to keep things organized. Good news: you can now connect your WhatsApp Business App to your CRM and use both without interruptions or service risks.

📌 Why This Matters

It’s important to keep your WhatsApp Business App active on your phone while also benefiting from the advanced tools a CRM offers. This connection means you get to enjoy personal-level communication and powerful automation, without disrupting existing chats or risking your WhatsApp account being banned.

✨ What’s New

• Dual-platform messaging: Use WhatsApp Business on your mobile and your CRM simultaneously.
• Chat and contact sync: Import up to six months of chat history and all your contacts into the CRM for a unified inbox.
• Bulk messaging and automation: Send messages to many customers at once and create workflows to save time.
• Policy-safe integration: Fully compliant with WhatsApp’s rules to avoid any risk of account bans.

🛠️ How to Use It

1. Step 1: Head to Settings in your CRM and find WhatsApp integration options.
2. Step 2: Sign in with your Facebook account linked to your WhatsApp Business App.
3. Step 3: Scan the QR code provided to safely connect your mobile WhatsApp account with the CRM.
4. Step 4: Import your contacts and chat history (up to 6 months) into the CRM.
5. Step 5: Start sending and receiving messages from both your mobile app and CRM without missing a beat.

💡 Pro Tip

By using WhatsApp alongside your CRM, you can handle conversations personally while leveraging automation to save time and focus on growing your business.