Integration ERP + WhatsApp

Combine WhatsApp with your ERP (even if it isn’t from Grupo Gampi)

Link customer conversations, orders, issues and invoicing.

We’re not asking you to change your system just to work well with WhatsApp. If your current ERP is the one that works for your business, we’ll integrate it.

ERP Integration
Integration of WhatsApp with ERP

What does ‘integrate’ mean (for non-technical people)?

Don’t let the team work ‘by eye’ in WhatsApp. When a message comes in, you can view and use real data.

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who the client is

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what he bought

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if there is an outstanding invoice

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Which incident is currently open?

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which shop sells it

And vice versa: from ERP you can send messages (subject to control and consent).

What integrations do we carry out (specifically)?

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Reaching out to clients by telephone or email.

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Customer profile within the chat (key details).

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Creating tickets/incidents via chat.

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Statuses (new / in progress / resolved) synchronised.

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Automatic messages triggered by ERP events (order placed, appointment confirmed, etc.).

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Integration with CRM if ERP does not cover it.

Real-life examples of integration

Casos de empresas donde unimos conversación, operación y facturación sobre el ERP existente.

Ver todos los casos
WhatsAppMallorca/Baleares

Luxury Massage at Home

Centralizamos citas, CRM, facturación y reservas en un flujo único conectado con WhatsApp y web.

Qué necesitaban

  • trip_originNecesitaban gestionar un calendario de citas con varios terapeutas sin cruces.
  • trip_originQuerían unificar reservas, relación con clientes y facturación en un mismo sistema.
  • trip_originLa web y WhatsApp debían conectarse con el catálogo y el calendario de reservas.

Qué implementamos

  • check_circleImplantación de ERP con calendario de citas multi-terapeuta.
  • check_circleCRM integrado para seguimiento comercial y de cliente.
  • check_circleFacturación con VeriFactu y módulo de libro diario.
  • check_circleIntegración de WhatsApp para gestionar reservas.
  • check_circleIntegración con web desarrollada por Grupo Gampi conectada a catálogo y calendario.

Integraciones

  • ERP
  • WhatsApp
  • Web
  • Calendario
  • CRM
  • VeriFactu
  • Libro diario
Ver caso
ERPEspaña

Wulin Tienda de Wushu

Conectamos facturación VeriFactu, registro de clientes, CRM y atención por WhatsApp en un flujo operativo único.

Qué necesitaban

  • trip_originNecesitaban facturar con VeriFactu y registrar clientes en el mismo sistema.
  • trip_originBuscaban automatizar la atención por WhatsApp sin perder control comercial.
  • trip_originQuerían enviar enlaces de pago por WhatsApp dentro del flujo de atención.

Qué implementamos

  • check_circleIntegración de facturación conforme a VeriFactu.
  • check_circleRegistro de clientes y CRM centralizado.
  • check_circleAutomatización de atención al cliente por WhatsApp.
  • check_circleEnvío automático de enlaces de pago por WhatsApp.

Integraciones

  • ERP
  • VeriFactu
  • WhatsApp
  • CRM
  • Pagos
  • Registro de clientes
Ver caso

Technical section (for IT)

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Integration via API (if available) or via a custom connector.

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Webhooks/events for synchronisation.

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Mapping of entities: customer, order, incident, sales representative.

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Action log: who sent what and when.

Phased design to minimise risk

1

reading (consultation)

First, we set up secure queries to validate the workflow without accessing critical data.

2

controlled writing (create ticket)

We then set up specific operations with permission controls and traceability.

3

advanced automation

Finally, we activate business rules and event-based notifications.

Platform designed for equipment

Each company can work with:

users and permissions
teams (sales/support/administration)
assignment and re-assignment of conversations
own rules and automations

If you require your own branding and environment, this can be set up (company branding).

Important (very human and honest)

We’re not asking you to change from ERP to WhatsApp, are we? If your current ERP works for your business, we’ll integrate it.

Frequently Asked Questions

Can it be integrated with our current ERP even though it isn’t from Grupo Gampi? expand_more

Yes. If your ERP has API, it connects directly; if not, we’ll design a bespoke connector to integrate it.

Do you have to change from ERP to use WhatsApp correctly? expand_more

No. If your current ERP works for your business, we’ll integrate it and build on that.

What information can the team see within the chat? expand_more

The data you specify: customer, orders, outstanding invoices, open incidents and sales representative.

Can tickets be created from WhatsApp? expand_more

Yes. It is one of the first use cases: creating, assigning and updating tickets/incidents with traceability.

How do you avoid risks during integration? expand_more

We work in stages: reading first, guided writing next, and advanced automatic skills last.

Is there a record of who sent each message? expand_more

Yes. Activity is logged so that we can see which user carried out each action and when.

Capacidades clave del ERP

Dos funciones principales para automatizar operación real

Función principal

ERP con inteligencia artificial integrada

La IA del ERP ayuda a leer facturas con OCR, resolver dudas operativas y consultar datos reales según permisos. Reduce tareas manuales y mantiene revisión del usuario.

Función principal

Factura Inteligente ERP↔ERP

Cuando emites una factura, el sistema puede identificar por NIF/CIF si el receptor también usa Grupo Gampi y entregarla en su ERP. Menos emails sueltos y más trazabilidad entre empresas conectadas.