🔗 WhatsApp CRM Integration: Connect WhatsApp with Your CRM in 2026
Sumit Singh
Why Integrate WhatsApp with CRM
Every WhatsApp interaction automatically updates customer records. No manual entry, no lost conversations.
Without integration: agents switch apps, conversations lost, no attribution, manual data entry.
With integration: chats linked to CRM contacts, history visible, accurate attribution, zero manual entry.
Integration Options
Stop losing sales on WhatsApp
Automate your customer interactions, recover abandoned carts, and close deals 24/7 with our official WhatsApp API platform.
1. Native (One Click)
Shopify, WooCommerce, Zoho CRM, Salesforce, Google Sheets. Setup under 5 minutes.
2. API and Webhooks (Custom CRM)
Chatofy API sends webhook for every message with contact data, message content, timestamp.
3. Middleware Tools
Make, Zapier, n8n — connect WhatsApp to 1000+ apps. Chatofy triggers in all major middleware.
Stop losing sales on WhatsApp
Automate your customer interactions, recover abandoned carts, and close deals 24/7 with our official WhatsApp API platform.
What Syncs
| Data | Direction | Frequency |
|---|---|---|
| Contact name | WhatsApp to CRM | Real-time |
| Phone number | WhatsApp to CRM | Real-time |
| Message history | WhatsApp to CRM | Per conversation |
| Order data | CRM to WhatsApp | Real-time |
| Agent assignments | Bidirectional | Real-time |
Best Practices
Use BSUID as primary identifier. Store conversation history. Set up webhooks before campaigns. Test with sandbox.
Use Cases
E-commerce: Shopify order status to WhatsApp → customer reply logged to order.
Real Estate: Inquiry creates CRM lead → assigned to agent → reply logged.
Healthcare: Booking creates CRM event → confirmation sent → reminders automated.
Getting Started
Chatofy includes CRM integration in all plans. Start your free 7-day trial. No card needed.
