Integration
CRM Integration with WhatsApp
Keep contacts, stages and WhatsApp history aligned so sales never loses context.
How HelloBotz works with CRM
Chat events update CRM fields; stage changes can trigger WhatsApp templates and tasks.
Lead capture
Chat → contact.
Deal stages
Move on reply outcomes.
Owner routing
Right rep, right chat.
Renewals
Subscription follow-ups.
Simulation
Automation workflow
Frontend demo — not connected to a live store or API.
Inbound WhatsApp chat
Match/create CRM contact
Qualify in HelloBotz
Update deal stage
Trigger next message
Report conversion
Features
Contact match
Phone/email keys.
Timeline
Notes beside CRM.
Automation
Stage-based messages.
HelloBotz CRM
Built-in pipelines.
External CRM
HubSpot & more.
Reporting
Conversation influence.
Business benefits
- ✓Single customer view —
- ✓Fewer lost follow-ups —
- ✓Clear ownership —
Visuals
FAQ
Questions
HelloBotz CRM plus popular external CRMs via native or webhook connectors.
Connect CRM to HelloBotz
Official WhatsApp Business API + automation for your stack.
