Marketplace

WhatsApp Business

WhatsApp Business is Meta's version of WhatsApp built for companies. It works just like the regular app, but it's made for talking to customers rather than friends.

With the WhatsApp Business CRM integration, you can chat with leads and customers on WhatsApp without leaving OnePageCRM.

Chat with customers from inside your CRM

Connect your WhatsApp Business account, and you can start chatting from your CRM.

Open any contact, and you can write to them on WhatsApp or answer their latest message, right from their page.

whatsapp conversations on the crm contact page

Never forget to reply

When a contact messages you on WhatsApp, OnePageCRM shows a red dot next to the WhatsApp logo.

And when messages pile up, the Recent tab on your Action Stream helps you answer the most urgent ones first. It puts contacts with the newest WhatsApp messages at the top, so you know where to start.

whatsapp message notification in onepagecrm

Create WhatsApp message templates

Some messages need to be sent over and over again. In OnePageCRM, you can save these messages as templates and send them in seconds.

A couple more things you can do with your templates:

  • Fill in each contact's name and details automatically.
  • Send Meta-approved templates for cold outreach, once you've created them in your Meta account.
create whatsapp templates in onepagecrm

See your WhatsApp conversation history

Every conversation is stored in the WhatsApp Widget on the contact's profile.

The Widget shows you the messages you've exchanged with that person. Each one is dated and marked as sent, received, or read.

About Widgets

whatsapp widget in onepagecrm

Watch video overview

Keep every WhatsApp business chat in your CRM | OnePageCRM + WhatsApp0:54

Questions

Because a lot of selling happens on WhatsApp these days. With this integration, you can chat with leads and customers without leaving your CRM, and every conversation is saved on the contact's profile.

You do, yes. The sync only works with WhatsApp Business accounts. If you use regular WhatsApp, there's a separate WhatsApp integration for calls and messaging.

The older WhatsApp integration opens the WhatsApp app for you whenever you want to call or message someone. This one is different. Your chats happen inside OnePageCRM itself, and they're saved to the contact's profile.

You'll find it on the Business and Max plans. The older WhatsApp integration is available on all plans.

You can. Meta needs to approve outreach templates first, so you create them in your Meta account. Once they're approved, you can send them from OnePageCRM.