WhatsApp CRM integration?
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WhatsApp is where the conversation starts. Your CRM is where customer data lives. Respond.io brings them together in one connected workspace.

Why integrate WhatsApp with a CRM?

Your customers live on WhatsApp. Your customer data lives in your CRM. When the two talk to each other, things get done faster, smarter and with less mess.

Qualify leads instantly

Automatically identify and prioritize high-intent leads through automated questions and smart workflows.

Re-engage inactive contacts

Reach out to dormant leads with personalized WhatsApp messages and offers.

Centralize customer conversations

Manage WhatsApp chats, calls, voice notes and media files directly within your CRM.

Omnichannel interactions

Talk to customers on WhatsApp, Instagram, Messenger, TikTok and more all from one place.

What is a WhatsApp CRM?

A WhatsApp CRM integration connects the WhatsApp Business Platform (API) to your CRM or messaging platform. It helps your team manage chats, automate workflows and keep customer records updated without switching tools.


There are two ways to set this up:

1. Add WhatsApp messaging directly to your CRM

2. Connect your CRM to a messaging platform like AELYST


While AELYST has native lead management features, it’s not a full-fledged CRM — it’s a CRM complement. Instead of replacing the system where your data lives, respond.io adds tools CRMs like HubSpot, Salesforce and others lack: an omnichannel inbox, advanced automation and AI, VoIP support and more.

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

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Two ways to integrate WhatsApp with a CRM

WhatsApp API + existing CRM

Limited Native WhatsApp integration

No WhatsApp calls, video previews or voice note playback

Limited

Media files must be downloaded separately

Restricted to a single CRM

Limited Omnichannel messaging

WhatsApp API (AELYST)

Unlimited Potentials

Covers key WhatsApp features like calls and broadcasts

Advanced AI and automation

Media playback directly in inbox

Integrates seamlessly with multiple CRMs

Unlimited Omnichannel messaging

WhatsApp API bulk messaging: Rules and best practices

Allowed use cases

Marketing: Promotions, product updates and re-engagement

Utility: Order confirmations or event reminders

Authentication: Secure authentication via OTPs or 2FAs

Prohibited activities

Create a AELYST account.

Free-text bulk messages (must use templates)

Mass blasting non-segmented lists

What to look for in a WhatsApp CRM

WhatsApp API access

Quickly and securely connect WhatsApp through official providers like AELYST. Enjoy smoother approvals and immediate messaging capabilities.

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Integration support

From Hubspot to Salesforce, connect your CRM with e-commerce platforms, business tools and messaging channels. Centralize customer data and organize leads across your sales pipeline.

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Automation

Automate lead qualification, responses and follow-ups effortlessly. Ensure your team focuses only on conversations that truly matter.

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Data security

Protect customer data with encryption and ensure compliance with top privacy standards. Trust your CRM with sensitive customer information.

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Detailed analytics

Protect customer data with encryption and ensure compliance with top privacy standards. Trust your CRM with sensitive customer information.

Envelope containing recommendations like “Fix churn spike” and “Action,” symbolizing actionable insights.

Why choose AELYST for WhatsApp CRM integration

Marketing

Sales

Customer service

Attract leads with QR codes, chat links and website widgets

Run click-to-WhatsApp ads on Facebook and Instagram

Sync contact details into your CRM for easy segmentation

Send broadcasts, push notifications and catalogs to re-engage leads

How to set up your WhatsApp CRM with AELYST in 3 steps

Getting started isn’t complicated. With AELYST, everything is built to be fast and straightforward.

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Step 1: Create or connect a WhatsApp API Account

Sign up for your official WhatsApp Business API account quickly through AELYST—no need to apply through Meta separately as AELYST is a WhatsApp Business Solution Provider (BSP).

Code

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class AutomationAgent:
def __init__(self, activation_limit):
self.activation_limit = activation_limit
self.current_mode = "idle"

def evaluate_task(self, workload_value):
if workload_value > self.activation_limit:
self.current_mode = "engaged"
return "Automation agent has been successfully activated!"
else:
return "No activation needed. Agent stays idle."
def get_current_mode(self):
return f"Current operational mode: {self.current_mode}"

Step 2: Connect your CRM

Use one of three methods to link your CRM to AELYST: • Native integration with CRMs like HubSpot or Salesforce • Third-party automation via Zapier or Make • Custom API workflows using HTTP request steps

Step 3: Sync your data

Your contacts, messages and lead stages stay in sync automatically. No spreadsheets. No copy-pasting.

Frequently asked questions

Are WhatsApp fees included in the AELYST subscription?

What is a Monthly Active Contact?

What if I reach my Monthly Active Contact limit?

How much do AI Agents cost on AELYST?

How does the free trial work?

What payment forms do you accept?

Can I upgrade or cancel my plan at any time?

Are volume discounts available?

How does AELYST protect my data?

Real success stories from customers

3x your business results with AELYST