Learn how to integrate WhatsApp Business API with CRM for improved customer engagement and operational efficiency.
Discover strategies for automating customer communication, lead management, and sales workflows using WhatsApp automation.
Understand key performance metrics, compliance requirements, and future trends in WhatsApp-CRM integration.
“As a non-profit, we wanted to reach several of our beneficiaries. WATI allows us to have multiple agents to respond to a large influx of queries in real time. We are able to design automated flows, provide key-word detection led flows and automate several tasks saving manual effort of our volunteers. All of this with no-coding knowledge required. The best part was the phenomenal support provided by the team in record times.”
Abheejit
Founder, EkatraThis e-book is offered entirely free of charge. There are no costs or fees associated with accessing or downloading it.
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Yes, businesses can integrate WhatsApp Business API with multiple CRM systems using middleware or API-based solutions. However, managing data consistency and synchronization is crucial to avoid discrepancies.
Businesses should implement clear opt-out mechanisms, regularly update consent records, and comply with regulations like GDPR by securely handling customer data and ensuring proper deletion upon request.
Businesses should use structured conversation routing, assign customer queries based on agent expertise, and implement automated ticketing to manage high volumes efficiently while maintaining a seamless customer experience.