WhatsApp messaging

Send and receive WhatsApp messages with contacts from within the CRM, using a native integration or one published by the vendor.

On this pageWhat it is

What it is
Why it matters
What to check
Tools with it

What it is

WhatsApp messaging lets you send and receive WhatsApp messages with contacts from inside the CRM, using a native integration or one the vendor publishes, and keeps the conversation on the contact record. For example, a customer replies on WhatsApp and the message appears on their timeline beside emails and calls. HubSpot, Pipedrive and Salesforce are among the tools that offer this.

Why it matters

In many countries customers prefer WhatsApp to email, and replies come faster. If those chats sit on a personal phone, the rest of the team cannot see them and the history is lost when someone leaves. Connecting WhatsApp to the CRM keeps one shared record. It matters less if your customers do not use WhatsApp.

What to check

Ask whether the integration uses the official WhatsApp Business API and what setup it needs.
Check the rules on message templates, as business-started chats usually need pre-approved templates.
Test whether several team members can reply from one number and whether chats are logged on the contact.
Find out whether messaging has extra usage or number fees from WhatsApp or the vendor.

Tools with WhatsApp messaging

ToolClient acquisition
Salesforce
Manages contacts, leads, opportunities and pipelines with deep customisation and automation for B2B sales teams.
CRM
From €25/moFree plan
Sign up on Salesforce
ToolClient acquisition
Freshsales
Manages contacts, deals and pipelines for B2B sales teams with built-in phone and AI lead scoring.
CRM
From $9/mo yearlyAffiliate link
Sign up on Freshsales
ToolClient acquisition
HubSpot
Combines CRM, marketing, sales and customer service around a shared contact database with a free tier.
CRM
From $7/mo yearlyFree plan
Sign up on HubSpot
ToolClient acquisition
Nutshell
Dedicated customer relationship management platform for sales teams managing leads, deals and pipelines.
CRM
From $13/mo yearlyAffiliate link
Sign up on Nutshell
ToolClient acquisition
Pipedrive
Manage your sales pipeline visually with drag-and-drop deals, contact management and workflow automation.
CRM
From €14/mo yearlyAffiliate link
Sign up on Pipedrive
ToolClient acquisition
Folk
Centralise contacts and deal pipelines in a spreadsheet-like CRM with automatic data enrichment.
CRM
From €22/mo yearlyAffiliate link
Sign up on Folk
ToolClient acquisition
Zoho CRM
Sales management system for leads, deals and customers with built-in forecasting and workflow automation.
CRM
From €14/mo yearlyFree plan
Sign up on Zoho CRM

In CRM ranking order; the number is each tool's place.