WhatsApp CRM integration: Every WhatsApp conversation, on the customer’s record.
WavesFlo keeps every WhatsApp number’s conversations in one shared inbox, so whoever picks up a customer sees the whole history. One-to-one chats are logged as notes on the matching HubSpot or Zoho CRM contact, and other CRMs connect through Zapier, Make or n8n.
Yes, two in stock, and instalments work on most cards. Shall I hold one for you till Saturday?
Hi, is the 55-inch OLED in stock at Store 214? Can I pay in instalments?
Which WhatsApp software unifies conversations and connects them to CRM records?
WavesFlo. Every linked number’s chats sit in one shared inbox, so staff see the full conversation, with its notes and labels, whoever answered before them. It connects natively to HubSpot and Zoho CRM: once an admin switches syncing on, one-to-one messages from customers and messages typed on the phone or a linked device are logged as notes on the contact with the same phone number. Replies sent from the WavesFlo inbox, and campaigns and automatic replies, are logged through two further switches that come with the Sales module. Salesforce, Pipedrive and other CRMs connect through WavesFlo’s apps for Zapier, Make and n8n.
| CRM | How it connects | What it gets |
|---|---|---|
| HubSpot | Built in, signed in through HubSpot | One-to-one chats and opt-outs as notes on the matching contact; contacts imported by phone number |
| Zoho CRM | Built in, signed in through Zoho | One-to-one chats and opt-outs as notes on the matching contact; contacts imported by phone number |
| Salesforce | Through Zapier, Make or n8n | What the workflow writes from WavesFlo’s events, such as each new message or a deal won |
| Pipedrive, Freshsales and others | Through Zapier, Make or n8n | The same, with that CRM’s own steps |
| Any other system | REST API and signed webhooks | Every published event, signed, delivered at least once and retried with backoff |
How do we measure customers won from WhatsApp and tie them to CRM data?
Keep the pipeline where the chats are. In WavesFlo an opportunity opens from a message with its thread attached, moves through the stages you set and closes won or lost with a reason, so the sales reports count the funnel by stage, wins and losses with their reasons, a forecast by close window and who is selling. Each win and loss is also an event that a Zapier, Make or n8n step can write to your CRM; the built-in HubSpot and Zoho CRM connection sends notes, not deals. WavesFlo keeps a sales pipeline on its own WhatsApp conversations, with no quotas and no lead scoring; your CRM stays the record for everything else.
Setup
How do you connect WhatsApp to your CRM with WavesFlo?
Signed in through the CRM, with nothing sent until you switch it on.
Link your numbers
Scan a code from WhatsApp’s Linked devices on each phone. Every number’s chats join one shared inbox.
Connect the CRM
In Integration, then CRM, sign in through HubSpot or Zoho CRM. Nothing is sent yet.
Switch syncing on
A workspace admin turns on what to log. Every switch starts off.
Import contacts if you want them
Bring CRM contacts with an international phone number into the audience, on demand or every six hours, without duplicates.
Add a step for any other CRM
Pick a WavesFlo trigger in Zapier, Make or n8n and that CRM’s action after it.
Limits
What reaches the CRM, and what doesn’t. Stated up front.
by design
One-to-one chats only.
Group, status and channel messages are never logged to the CRM.
by design
Text, not files.
Media is not copied into the CRM, and very long messages are cut.
by design
An import is not consent.
Contacts brought in from the CRM carry no record of consent to be messaged.
by design
Not a CRM replacement.
The pipeline covers WhatsApp conversations, with no quotas and no lead scoring.
What teams ask about WhatsApp and their CRM.
All integrationsDo staff see the full WhatsApp history with a customer?
Yes, from the day the number was linked. Every linked number’s chats are in one shared inbox, with the notes and labels on each, so a customer never has to repeat themselves to whoever answers next.
Which CRMs does WavesFlo connect to natively?
HubSpot and Zoho CRM. Salesforce, Pipedrive, Freshsales and others connect through WavesFlo’s apps for Zapier, Make and n8n, or through the REST API and signed webhooks.
Is anything sent to the CRM before we switch it on?
No. Nothing is sent until a workspace admin switches syncing on, and every switch starts off. Disconnecting revokes WavesFlo’s access at the CRM.
Can WavesFlo create new contacts in the CRM?
Only if the connection is allowed to. Otherwise a chat is logged on the existing contact with the same phone number.
Are group chats logged to the CRM?
No. Only one-to-one chats and opt-outs are logged; group, status and channel messages never are, and media is not copied.
Does WavesFlo replace our CRM?
No. WavesFlo keeps a sales pipeline on its own WhatsApp conversations, with no quotas and no lead scoring; your CRM stays the record for everything else.
What does it cost?
WavesFlo is sold as one plan, Enterprise, quoted on the connected numbers and team members you run, billed annually; messages are not metered. See pricing.
One history, on every record.
A walkthrough on two of your own numbers, with your rollout questions answered.