Integrate Your WhatsApp Business Account With CRM

WhatsApp CRM Integration

Integrate your own WhatsApp Business account with CRM. Chat with your customers with most popular social app right within CRM.
  • Direct billing with Facebook. You don't pay extra margin.
  • You own your number, with no lock-in.
  • Chat with your customers in real-time.
  • Send transactional messages like Invoices, price informations, etc.
WhatsApp CRM Integration

Benefits Of Integrating For WhatsApp

Automate your Whatsapp lead management and improve your conversion rates.
Instant Alerts
Instant alerts allows your agents to connect with customers in real-time which, increases the chances of conversion.
Analyse advanced reports to understand from which industry or city you are getting the best response.
Auto Response
Instantly respond to your customers with automated workflows which, replies to customers via email, SMS, WhatsApp or calls.
Capture leads

Get Leads From WhatsApp

Stop worrying about missed messages. ZNICRM allows you to capture all the leads from the fresh messages and update comments on previous leads.

Get full conversation history even after years.

  • Enhanced Lead Capture: With ZNICRM, you never miss a lead. Every fresh message is captured as a potential lead, ensuring that opportunities for engagement and sales are maximized.
  • Comprehensive Lead Updates: The system allows for the updating of comments on previous leads, ensuring that all interactions are current and reflective of the latest communications, facilitating more personalized and effective follow-up strategies.
  • Long-term Conversation History: Access to full conversation histories, even after years, empowers your team with context-rich information. This feature enables better understanding and relationship building with each contact, as every past interaction can inform future communications.
  • Improved Response Rates: The assurance that no message goes unnoticed means that response rates to inquiries and follow-ups can improve significantly, leading to higher customer satisfaction and loyalty.

Chat With Customers in Real-Time

Chat with your customer in real-time through CRM. Single & dedicated panel for all chats. Assign new chats to specific teams or users.

Centralised chat ensures right persons have the access to all the data in real-time.

  • Direct Customer Engagement: Chat with customers in real-time directly through the CRM, enhancing communication and customer service quality.
  • Unified Communication Panel: A single, dedicated panel for all chats simplifies management and oversight, allowing for seamless interactions with multiple customers.
  • Streamlined Chat Assignment: New chats can be easily assigned to specific teams or users, ensuring that inquiries are directed to the most appropriate responder for efficient handling.
  • Centralized Chat Management: Centralizing chat within the CRM ensures the right personnel have access to comprehensive data in real-time, facilitating informed customer interactions.
  • Improved Response Times: Real-time communication capabilities help reduce response times, significantly enhancing customer satisfaction and loyalty.
  • Increased Efficiency: Assigning chats to specific teams or users based on expertise or availability streamlines workflow, improving operational efficiency.

Real-time chat
Official Whatsapp API From Facebook

Official Facebook API

We are Meta registered tech-provider and uses only the official API from the Meta. That means you will never have to worry about the number blocking with us.

That also means we do not support spamming or any illegal activity through our platform.

  • Official API Usage: As a Meta registered tech-provider, we utilize the official API from Meta, ensuring high reliability and seamless integration for your business communications.
  • No Number Blocking Concerns: With our use of Meta's official APIs, you can communicate confidently knowing your numbers are safe from being blocked due to compliance with Meta's policies.
  • Commitment to Legality: Our platform is committed to lawful use, explicitly not supporting spamming or any illegal activities, ensuring your brand's integrity and compliance with regulations.
  • Enhanced Trust and Security: Partnering with a Meta registered provider means you're working with a vetted service that meets stringent standards for security and reliability.
  • Sustainable Communication Practices: Our adherence to Meta's guidelines promotes sustainable and respectful communication practices, fostering positive customer relationships.
  • Peace of Mind: Knowing that your communication platform is backed by Meta's official APIs provides peace of mind, allowing you to focus on growing your business without worrying about compliance or technical issues.

Run Bulk Marketing Campaigns

Run your Whatsapp messaging campaigns in ease. Just create a filter from the CRM data and push campaigns based on customer status & requirements.

Targeted campaigns helps you get the most of your marketing budget and also builds a better brand.

  • Highly Targeted Campaigns: Utilize detailed customer data to launch campaigns that are finely tuned to the needs and preferences of your audience, enhancing the effectiveness of your marketing efforts.
  • Optimized Marketing Budget: By focusing your messaging campaigns on specific segments of your customer base, you maximize the return on your marketing investment, ensuring that your budget is spent on the most promising leads.
  • Enhanced Brand Perception: Targeted campaigns not only boost the efficiency of your marketing spend but also contribute to a positive brand image by engaging customers with content that is relevant and valuable to them.
  • Improved Customer Engagement: Tailoring your messaging based on customer data ensures that your communications are more engaging and relevant, leading to higher open and response rates.
  • Seamless Integration: Integrating WhatsApp messaging campaigns with CRM data provides a seamless experience for managing and analyzing campaign performance, enabling continuous improvement.
  • Personalized Customer Experience: The ability to customize campaigns according to individual customer profiles results in a more personalized experience, fostering loyalty and long-term relationships.

Bulk Whatsapp Messaging
Workflow Automation For WhatsApp

Automation With Workflow

Automate lead capture, use chatbots for initial inquiries, and set up automated responses and CRM workflows for follow-up tasks. Personalize communication, monitor performance, and optimize strategies.

Let your customers initiate chats with your agents across the company on the same number.

  • Efficient Lead Capture: Automate the process of capturing leads to ensure that every potential customer is promptly added to your CRM, reducing manual effort and the risk of human error.
  • Effective Initial Engagement: Use chatbots for handling initial inquiries, allowing for instant responses to potential customers 24/7, enhancing customer satisfaction and engagement from the first contact.
  • Streamlined Follow-Up Tasks: Set up automated responses and CRM workflows for managing follow-up tasks, ensuring that no lead is neglected and that each lead is nurtured according to their stage in the sales funnel.
  • Personalized Communication: Tailor your communication strategies based on the specific needs and behaviors of your leads, providing a personalized experience that boosts conversion rates.
  • Performance Monitoring: Utilize CRM tools to monitor the performance of your marketing and sales efforts in real-time, allowing for quick adjustments and data-driven decision-making.
  • Strategy Optimization: Continuously analyze performance data to identify areas for improvement, optimize strategies, and ensure that your sales and marketing efforts are as effective as possible.

Let Chat-bots Handle the Interaction

Implement chatbots to handle initial inquiries on WhatsApp, gathering basic lead information such as name, contact details, and query type, before passing the information to the CRM.

Handle thousands of queries at a time without deploying any staff.

  • 24/7 Availability: Chatbots can handle inquiries at any time, providing immediate responses to potential leads around the clock, thus enhancing customer engagement and satisfaction.
  • Efficient Lead Collection: Automate the gathering of essential lead information such as names, contact details, and query types, ensuring a smooth transition of data into your CRM system without manual intervention.
  • Improved Response Time: Instantly respond to initial inquiries, significantly reducing wait times for customers and improving the overall customer experience.
  • Consistency in Communication: Chatbots offer consistent answers to frequently asked questions, ensuring that all customers receive accurate and uniform information.
  • Enhanced Lead Qualification: By collecting preliminary information, chatbots can help in pre-qualifying leads before they are passed on to sales teams, optimizing the sales process.
  • Seamless CRM Integration: Directly integrate chatbot interactions with your CRM to automate the lead capture process, making it easier to manage and follow up with potential customers.
  • Resource Optimization: Free up human resources from repetitive tasks, allowing your team to focus on more complex customer service and sales activities.

Whatsapp Chatbot
whatsapp pricing

Cheapest WhatsApp Pricing

You will not pay anything extra unlike other service providers those who charge 10-20% markup over the Meta pricing + platform fee. You will be directly billed by Meta (Facebook).

100% secure and over bill protection. Integration takes minutes only.

  • No Hidden Fees: Enjoy transparency in billing with no additional markup over Meta's pricing. Unlike other service providers that charge a 10-20% markup plus platform fees, you pay exactly what Meta charges.
  • Direct Billing: Be directly billed by Meta (Facebook), simplifying the billing process and ensuring that there are no intermediary fees or unexpected charges.
  • 100% Secure Transactions: Benefit from the security and trust associated with being billed directly by Meta, ensuring that your financial transactions are safe and secure.
  • Over Bill Protection: Enjoy peace of mind with over bill protection, ensuring that you don't face unexpected charges or billing discrepancies.
  • Quick and Easy Integration: The integration process is straightforward and takes only minutes, allowing you to get started without any complex setup or lengthy procedures.
  • Cost-Effective: Eliminate unnecessary expenses by avoiding extra fees, making it a more cost-effective solution for your advertising and communication needs on Meta's platforms.
  • Greater Control Over Budget: Direct billing gives you greater control over your advertising budget, enabling you to plan and allocate resources more effectively without worrying about additional costs.

Benefits of Integrating WhatsApp with CRM

It's affordable, has reach and gives you $44 for every $1 spent.


These day everyone is having a WhatsApp number which they use to interact with their friends and family.


It costs less than $0.004 to send a WhatsApp message and the returns are very high.

High Returns

For every dollar spent on the WhatsApp marketing you will get $44 in return and thats a pretty high return on investment.

Improved Customer Communication

  • Instant Messaging: WhatsApp's instant messaging feature allows for real-time communication with customers, providing quick responses to inquiries, which can enhance customer satisfaction.
  • Global Reach: WhatsApp is widely used across the globe, making it an effective tool for communicating with an international customer base.

Personalized Customer Service

  • Direct Interaction: WhatsApp enables direct, one-on-one conversations with customers, allowing for more personalized service.
  • Customized Responses: Integration with CRM allows for access to customer data, enabling tailored responses based on customer history and preferences.

Efficient Communication Management

  • Centralized Conversations: Integrating WhatsApp with CRM systems allows for the centralization of customer conversations, making it easier for teams to manage and track interactions.
  • Automated Responses: Automated messages for common queries can be set up, improving response times and efficiency.

Enhanced Sales Opportunities

  • Proactive Engagement: Sales teams can use WhatsApp to send updates, promotions, and personalized recommendations directly to customers.
  • Closing Deals Faster: Quick and informal communication can speed up decision-making processes in sales.

Marketing Integration

  • Targeted Campaigns: WhatsApp can be used for sending targeted marketing messages and campaigns based on CRM data.
  • Feedback Collection: It's an effective tool for gathering customer feedback and conducting surveys.

Streamlined Internal Communication

  • Team Collaboration: WhatsApp can facilitate quick internal communication and collaboration among team members.
  • Real-Time Updates: Sales and support teams can receive real-time updates about customer interactions and issues.

Data Collection and Analysis

  • Customer Insights: Integration allows for the collection of valuable data from WhatsApp conversations, which can be analyzed for customer insights.
  • Improved CRM Data: The information gathered from WhatsApp can enrich customer profiles in the CRM system.


  • Reduced Communication Costs: WhatsApp can be a more cost-effective solution compared to traditional SMS or phone calls, especially for international communication.

Compliance and Record-Keeping

  • Secure Communication: WhatsApp offers end-to-end encryption, ensuring secure communication.
  • Conversation History: Integration allows for the storage and retrieval of conversation histories for compliance and record-keeping purposes.

Customer Convenience

  • Preferred Channel: Many customers prefer using WhatsApp over traditional communication channels like email or phone calls.
  • Multimedia Support: WhatsApp supports various media types (text, images, videos, documents), making communication more versatile and effective.

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ZNI CRM Features

Some Frequently Asked Questions About WhatsApp CRM Integration

We have tried to answer most asked question about Whatsapp & CRM below but if we are missing something and you need more information then please feel to contact us from

WhatsApp CRM integration connects your WhatsApp Business account to your CRM software, enabling direct communication with customers through WhatsApp from within your CRM system.

It streamlines customer communication, improves response times, enhances lead management, and provides a centralized platform for tracking customer interactions and data.

Yes, but you must adhere to WhatsApp's policies and guidelines to avoid spamming. Use templates approved by WhatsApp for bulk messaging.

Yes, when properly implemented, it complies with GDPR and other data protection regulations. However, ensure your CRM provider adheres to these laws.

Yes, you can use chatbots and automated workflows for initial inquiries, follow-ups, and providing information, enhancing efficiency and customer satisfaction.

Absolutely. Use customer data stored in your CRM to personalize messages, improving engagement and customer experience.

Use your CRM's reporting and analytics tools to track metrics such as response rates, customer satisfaction, and conversion rates from WhatsApp conversations.

Yes, use your CRM's segmentation tools to group customers based on specific criteria and send them targeted messages via WhatsApp.

Yes, your CRM can route messages to appropriate team members based on rules or manually, ensuring customers always talk to the right person.

Set up notifications and automated reminders within your CRM to alert team members about new or pending WhatsApp messages.

Yes, conversations can be automatically saved and archived in your CRM, providing a complete history of customer interactions.

ZNICRM is capable to store and display multimedia messages (images, videos, documents) received via WhatsApp, enriching customer profiles.

Yes, customers can initiate conversations. Your CRM will capture these as new leads or match them to existing customer profiles.

You can set up automated responses to acknowledge the message and inform the customer when to expect a reply.

While possible, WhatsApp is primarily designed for customer communication. Internal communication might be better served by other tools integrated with your CRM.

ZNICRM allow you to easily delete customer data, including their WhatsApp conversation history, upon request.

No, you can not migrate existing chats. However, if it is must then you can copy-paste them into customer's timeline manually.

Costs include WhatsApp Business API access fees (varies based on the customer's location) and CRM subscription fees. For Meta pricing please visit

You have the option to send bulk marketing messages through WhatsApp integration, subject to approval of templates by Meta. Please note that we do not play a role in this approval process. Additionally, there is a messaging limit imposed by Meta, where accounts are restricted to sending a maximum of 1000 business-initiated messages per day for new accounts. This limit does not affect your ability to respond to messages initiated by customers.
Furthermore, your capacity to send bulk WhatsApp messages is determined by your CRM billing plan. Only organizations subscribed to the "Advance" plan, initiated after March 1st, 2024, have the capability to send bulk message campaigns. Subscribers of other plans do not have access to this feature.

Chat-bots are available with Advance plan with yearly billing only and are subject to company's approval. Not all subscribers have access to it by default.
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