View the customer’s profile within the chat to reply with the relevant context.
CRM + WhatsApp in a single stream
Merge WhatsApp with CRM
Turn one-off conversations into a structured sales process, with proper follow-up and clearly defined responsibilities.
The team responds from WhatsApp and the CRM is updated without the need for repetitive manual tasks.
CRM Sync
For businesses (no jargon)
The aim is not simply to “have another system”. It is for sales and support to be working with the same information in real time.
Assign each conversation to the correct sales representative or team.
Record activity without copying and pasting between tools.
Track opportunities and tasks from a single workflow.
What integrations do we carry out (specifically)?
Search for a customer by telephone number, email address or internal ID.
Creating and updating leads, opportunities and tasks from WhatsApp.
Synchronisation of sales statuses between chat and CRM.
Tagging conversations by pipeline stage.
Automatic reminders for sales follow-up.
A complete message history linked to each customer.
Real-life examples of integration
Casos donde WhatsApp pasó a estar conectado con CRM y procesos internos sin romper la operativa existente.
ERPEspaña
Wulin Tienda de Wushu
Conectamos facturación VeriFactu, registro de clientes, CRM y atención por WhatsApp en un flujo operativo único.
Qué necesitaban
- Necesitaban facturar con VeriFactu y registrar clientes en el mismo sistema.
- Buscaban automatizar la atención por WhatsApp sin perder control comercial.
- Querían enviar enlaces de pago por WhatsApp dentro del flujo de atención.
Qué implementamos
- Integración de facturación conforme a VeriFactu.
- Registro de clientes y CRM centralizado.
- Automatización de atención al cliente por WhatsApp.
- Envío automático de enlaces de pago por WhatsApp.
WhatsAppMallorca/Baleares
Luxury Massage at Home
Centralizamos citas, CRM, facturación y reservas en un flujo único conectado con WhatsApp y web.
Qué necesitaban
- Necesitaban gestionar un calendario de citas con varios terapeutas sin cruces.
- Querían unificar reservas, relación con clientes y facturación en un mismo sistema.
- La web y WhatsApp debían conectarse con el catálogo y el calendario de reservas.
Qué implementamos
- Implantación de ERP con calendario de citas multi-terapeuta.
- CRM integrado para seguimiento comercial y de cliente.
- Facturación con VeriFactu y módulo de libro diario.
- Integración de WhatsApp para gestionar reservas.
- Integración con web desarrollada por Grupo Gampi conectada a catálogo y calendario.
ERPBaleares
2MSports
Unificamos la operativa de tienda física con ERP, TPV, CRM y facturación VeriFactu.
Qué necesitaban
- Necesitaban un ERP que también funcionara como punto de venta para tienda física.
- Querían controlar catálogo y clientes sin duplicar datos entre herramientas.
- Buscaban facturar con VeriFactu y tener balances dentro del mismo sistema.
Qué implementamos
- Implantación de ERP con punto de venta (POS) para tienda física.
- Gestión de catálogo con importación por Excel.
- CRM integrado para relación y seguimiento de clientes.
- Facturación adaptada a VeriFactu.
- Balances dentro del entorno ERP.
Technical details (for IT)
Connection via API of the CRM or an adapted connector if the API is limited.
Webhooks/events for real-time synchronisation without constant polling.
Mapping of key entities: lead, contact, opportunity, task and agent.
Permission controls to ensure that each user can view and edit only the information relevant to them.
Audit log: who did what and when.
Phased implementation: reading, controlled writing and advanced automatisms.
Related pages
Direct internal links to the current WhatsApp and integration pages.
Frequently Asked Questions
What do we gain by connecting WhatsApp to CRM?
Ensure that every conversation has a business context: the client, the status of the pipeline and outstanding tasks, all within a single workflow.
Can each chat be automatically assigned to the right sales representative?
Yes. You can set up rules based on region, enquiry type, product or customer status to route enquiries automatically.
Can we generate leads from WhatsApp?
Yes. The team can create and update leads or opportunities via the chat, with full traceability.
Does it work with any CRM?
For most cases, yes. If API is available, we can integrate directly; if there are any limitations, we’ll adapt a connector to suit your workflow.
How do you avoid errors when synchronising data?
We work in phases, carrying out mapping validations and permission checks before activating complex automations.
Will this also work if we then want to integrate ERP?
Yes. You can start with CRM and then extend it to ERP to cover operations and billing without having to rebuild the database.
We integrate WhatsApp with your actual CRM
We’ll review your current process and propose a phased roll-out so that the team can see improvements from the very first deployment.
Book a meeting