Seeing the demand and ongoing usage of the WhatsApp messaging platform, businesses of all types consider integrating it with their CRMs a lucrative opportunity worth spending in. Given the mass use of WhatsApp all over the world, developing businesses plan to never miss an opportunity to connect with customers and clients through this messaging application. However, not doing this means missing out on future opportunities. Therefore, integrating WhatsApp with an existing CRM in your business is like a surprise opportunity to acquire good profits and increase your business visibility.

Let’s look at five important things you need to know before integrating your CRM with WhatsApp:

Registered WhatsApp API Number

Integrating WhatsApp with your CRM needs a WhatsApp API profile. Since WhatsApp API for Business accounts are associated with a phone number, the number used must be valid and owned by your business. As long as it can receive either voice calls or SMS, it’s good to go. You can also use your previous WhatsApp Business account number when upgrading to your WhatsApp Business API Account. However, these WhatsApp API numbers are non-transferable, meaning they can’t be used for other WhatsApp API for Business accounts.

Messaging Constraints

Integrating your CRM with WhatsApp Business API means having the chance to interact with your customers on an app where most of them are already using it. It makes for a great marketing channel. Though it may seem like the ideal way to disseminate promotional messages and boost brand awareness, shortcuts in business hardly ever exist. You are only allowed to message on a customer’s WhatsApp number via opt-in. These should mainly be transactional messages like airlines informing passengers of flight changes, e-commerce shipping updates, refund confirmations, etc.

Data Privacy Compliance

Integrating your CRM with WhatsApp offers you the convenience of running customer support using a shared message inbox accessible by various agents. However, it’s important to make sure that your usage follows WhatsApp’s business policies. WhatsApp’s policies aside, there may be regional privacy laws, so you must look for a Business Solution Provider (BSP), which is GDPR compliant in the European Union. 

CRMs for WhatsApp Integration

It’s true that most of the leading CRMs in the market offer WhatsApp Integration support. There may be modifications in the features provided by a particular CRM; what stays the same is the type of advantages available. For instance:

  • Shared message inbox  
  • Filtering WhatsApp contacts list
  • Access available for multiple team members

CRM provides a shared messaging inbox that grants access to various team members. It also expedites the sending of broadcast messages and the ability to manage your WhatsApp contact list efficiently.

WhatsApp API BSP

Your business will require a team of API and coding experts to help you resolve any technical issue at any time. Although you can apply for a WhatsApp API for Business account yourself and get it verified, however, the process can be technical, tedious, and not to mention time-consuming. On the other hand, the applications with WhatsApp BSPs receive higher acceptance rates, and the processing is faster.

Wrapping Up

CRM integration with WhatsApp can be quite beneficial in reaching a bigger market, increasing the customer base, and scaling your business. Mtalkz is a leading WhatsApp BSP in India that will help you to set up your WhatsApp Business API account seamlessly. Their services will also enable you to instantly see real-time insights and instantly track your campaign’s impact. Mtalkz API for WhatsApp Business is now available in early access, allowing developers to build and prototype in a sandbox. You will also gain access to their unparalleled 24*7 customer support to get the solutions for all your business problems.