Step-by-Step Guide to Configuring WhatsApp Business API for CRM Integration
Integrating WhatsApp Business API with your CRM requires a few important steps to have a smooth integration and improved communication. To begin with, select a CRM that supports WhatsApp Business API, like Salesforce, HubSpot, Zoho CRM, Freshsales, or Zendesk. Second, get access to the WhatsApp Business API via Meta-approved business partners or certified service providers. Upon acquiring access, set the API configuration in accordance with the integration demands of your CRM, which may entail utilizing natively supported connectors, plugins, or custom configurations for APIs. Post-configuration, integrate your WhatsApp Business API account with your CRM through natives available in bases like HubSpot and Zoho CRM, third-party connectors Twilio or Wati, or customized API solutions. This integration provides automated responses, real-time support, and efficient lead management in your current workflows, improving both customer satisfaction and operational efficiency. ...