7 Best WhatsApp CRM Integrations

WhatsApp CRM integrations are transforming how businesses manage customer interactions. With WhatsApp boasting a 98% open rate and 66% of consumers preferring messaging over traditional channels, integrating it with your CRM can streamline communication, automate workflows, and centralize data. This guide evaluates seven options – TimelinesAI, HubSpot, Salesforce, Zoho, monday.com, NetHunt, and DoubleTick – based on features, pricing, and ease of use. Whether you’re a small business or an enterprise, there’s a solution tailored to your needs. Read on for a detailed comparison to help you choose the best fit for your goals.

1. TimelinesAI

TimelinesAI simplifies customer communication by integrating WhatsApp with popular CRM systems like Pipedrive, HubSpot, Zoho, Salesforce, and monday.com. This makes it an appealing option for businesses already using these platforms.

What makes TimelinesAI stand out is its focus on meeting real business needs. It offers a shared inbox, ChatGPT-powered tools like summaries and autoresponders, and detailed reporting features. Users also benefit from a Chrome extension for direct CRM messaging and a built-in Zapier integration, which connects it to other business tools seamlessly.

Integration Type

TimelinesAI provides native integration, directly linking to major CRMs without needing third-party middleware. It enables real-time syncing of WhatsApp conversations with CRM records, ensuring customer interactions are automatically logged and easily tracked.

Automated Workflows

Automation is a key strength of TimelinesAI. Its ChatGPT-powered autoresponders and smart chat routing allow businesses to automate replies, assign conversations to specific team members, and schedule follow-ups within their CRM system.

Multi-Account Support

The platform is well-suited for managing multiple WhatsApp Business accounts. Its shared inbox lets teams handle several accounts from one interface, complete with advanced filtering and bulk reply options. Each seat in the CRM Integration plan supports one WhatsApp account, making it easy to scale for businesses managing multiple brands or regional offices.

Analytics and Reporting

TimelinesAI delivers in-depth reporting on WhatsApp activity. Metrics like response times, message volumes, and engagement rates are tracked, while analytics provide insights into conversation trends, team performance, and customer behaviors. These tools help businesses refine their communication strategies and assess the effectiveness of their CRM integration.

Pricing (USD)

TimelinesAI offers its CRM Integration plan at $25 per user per month for monthly billing, or $20 per user per month with annual billing. A 10-day free trial is available for businesses to test the platform before subscribing. Rated 4.5/5 on Capterra and GetApp, users highlight its ease of use and feature-rich design, though some mention minor concerns about pricing clarity and connectivity.

Next, we’ll take a closer look at the HubSpot WhatsApp Integration to see how it compares.

2. HubSpot WhatsApp Integration

HubSpot’s WhatsApp integration connects WhatsApp with its powerful CRM platform. With over 2 billion active users globally, WhatsApp has become a key communication channel, and this integration enables businesses to engage with customers where they already spend much of their time.

"Businesses always want to build relationships and meet customers where they are. WhatsApp can become one of the most important marketing channels." – Connor Cirillo, Head of Conversational Marketing at HubSpot

By centralizing all WhatsApp communications within the HubSpot CRM, businesses gain a unified view of customer interactions, making it easier to manage and enhance relationships. Here’s how this integration strengthens CRM functionality.

Integration Type

HubSpot provides a native integration for WhatsApp, directly linking your WhatsApp Business account to the CRM. This setup automatically logs all WhatsApp conversations into HubSpot, ensuring seamless tracking and management. The integration is available for users of Marketing Hub Professional or Enterprise and Service Hub Professional or Enterprise.

However, there are a few limitations to keep in mind:

• It requires a WhatsApp Business account.
• Phone number usage is restricted.
• Only new messages are synced.
• Incoming WhatsApp calls cannot be handled through HubSpot.

Automated Workflows

HubSpot leverages its native integration to simplify messaging through automation. Messages can be triggered based on customer activity or CRM data, enabling businesses to send automated replies, follow-up sequences, and personalized messages to keep customers engaged. The integration also enhances customer support by converting WhatsApp conversations into support tickets within HubSpot’s ticketing system. This ensures smooth transitions between marketing, sales, and support teams, while keeping the conversation history intact.

Analytics and Reporting

The integration includes robust reporting tools to analyze WhatsApp communication trends. Metrics such as response times, engagement patterns, and conversation volumes are tracked, providing insights into how WhatsApp interactions impact overall marketing and sales efforts.

Pricing (USD)

HubSpot’s native WhatsApp integration includes 1,000 free conversations per month. If you exceed this limit, additional conversations are priced at $70 per 1,000 conversations.

For businesses exploring third-party options, tools like WhatHub offer tiered pricing plans:

• Starter: $10/month (billed annually) or $12/month (billed monthly). This plan supports 2,500 synced messages, 500 outbound messages, and 250 engagements per month. It’s designed for Free CRM or Starter users and is limited to one user/phone line.
• Basic: $25/month per user (billed annually) or $30/month per user (billed monthly). It allows 7,500 synced messages, 1,500 outbound messages, and 750 engagements per month, with support for up to 5 users/phone lines per HubSpot account.
• Pro: $40/month per user (billed annually) or $48/month per user (billed monthly). This plan includes 10,000 synced messages, 2,000 outbound messages, and 1,000 engagements per month, requiring a minimum of 5 users/phone lines.
• Enterprise: Offers custom pricing with unlimited messages and engagements.

It’s important to note that businesses must secure customer consent before sending WhatsApp messages to comply with messaging regulations.

3. Salesforce WhatsApp Integration

Salesforce has tapped into its CRM expertise to integrate with WhatsApp, a platform boasting 2.2 billion monthly users exchanging 100 billion messages daily. This powerful combination allows businesses to connect with customers in a way that feels natural and seamless.

With 79% of customers expecting consistent interactions across departments and 75% preferring to communicate with brands via messaging, Salesforce merges its Service Cloud and Marketing Cloud platforms with WhatsApp’s massive reach. This integration enables businesses to deliver personalized customer support and targeted marketing campaigns.

"With more than two billion people using WhatsApp today, Salesforce’s new Unified Conversations for WhatsApp enables brands to connect with their customers where they are and have a single, connected, and trusted experience."
– Steve Hammond, EVP and GM, Salesforce Marketing Cloud

Integration Type

Salesforce connects with WhatsApp through the WhatsApp Business Platform API. This setup provides a scalable way to create customized customer interactions. By using this API, Salesforce’s Service Cloud and Marketing Cloud enable AI-powered support and dynamic, two-way messaging – all managed from a single WhatsApp number. This unified system simplifies channel management and ensures a smooth customer experience.

Automated Workflows

Automation is at the heart of Salesforce’s WhatsApp integration. The platform uses trigger-based workflows to respond to customer actions. For example, it can automatically send messages when a lead’s status changes, remind customers about upcoming appointments to reduce no-shows, or request feedback after a purchase. Auto-responses acknowledge customer interactions instantly, while CRM data integration ensures every message feels personalized. These automated workflows also feed directly into performance metrics, helping businesses fine-tune their strategies over time.

Analytics and Reporting

Salesforce’s integration provides robust analytics via its built-in reporting tools. Businesses can track key metrics such as message delivery rates, response times, conversation volumes, and customer engagement. These insights help refine CRM strategies, improve lead generation, and boost customer retention.

Pricing (USD)

To access the WhatsApp integration, businesses need Salesforce’s Digital Engagement add-on for Service Cloud, which costs $75 per user per month. Pricing follows a tiered structure under Salesforce’s annual contract model.

The integration’s effectiveness is highlighted by Agibank, a Brazilian digital bank. By using Salesforce data within WhatsApp, Agibank delivers tailored loan proposals and resolves customer issues more efficiently.

"Our customers rely on WhatsApp as a primary way to engage with us. By unifying our data in Salesforce to deliver experiences in WhatsApp, we’ve been able to improve our user experience to personalize loan proposals, resolve concerns, and support customers. Salesforce’s earlier marketing integration with WhatsApp helped us triple digital sales and we are eager to do more."
– Matheus Girardi, Chief Marketing and Customer Officer, Agibank

For businesses that rely heavily on WhatsApp to connect with their audience, this integration offers a powerful tool to enhance customer engagement and stay ahead of the competition.

4. Zoho CRM WhatsApp Integration

Zoho CRM simplifies WhatsApp communication by integrating it directly into your CRM system, allowing you to manage customer interactions without switching platforms. By consolidating all interactions in one place, Zoho CRM ensures seamless and efficient communication.

Integration Type

With Zoho CRM’s direct integration, you can view all WhatsApp messages in real time through a shared team inbox. This feature keeps every conversation accessible within the Zoho CRM interface. The shared inbox is especially helpful for managing multiple WhatsApp numbers, making it ideal for businesses with various departments or teams spread across different regions. This setup ensures that all interactions remain organized and in context, streamlining customer service efforts.

Automated Workflows

Zoho CRM enhances efficiency by automating routine communication tasks. It enables businesses to design personalized WhatsApp message templates within the CRM, which can then be used to automate processes like follow-ups and updates. These automated notifications can easily be integrated into existing workflow rules, helping businesses handle tasks such as delivery updates and reminders without manual intervention. This automation saves time and ensures consistent communication with customers.

Pricing (USD)

Zoho CRM offers several pricing models to cater to different needs:

• Ultra WABA: $5 per user/month, including 250 free messages.
• IM Credits Model: $10.30 per credit.
• Conversation-Based Pricing for Zoho TeamInbox: Includes a 3% service fee and 1,000 free monthly conversations.

This flexible pricing structure allows businesses to choose a plan that aligns with their communication needs and budgets, making it suitable for organizations of varying sizes.

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5. monday.com WhatsApp Integration

monday.com brings WhatsApp conversations into its project management platform, enabling teams to manage customer communication alongside their workflow. This integration connects customer interactions with task execution, ensuring WhatsApp messages can lead to actionable tasks and automated processes.

Integration Type

The monday.com WhatsApp integration works through third-party tools available on the monday.com marketplace. It links WhatsApp chats with project boards and task management features. When a new WhatsApp contact reaches out, the system automatically generates a new item in monday.com, ensuring no conversation goes unnoticed. Collaboration is made easier as multiple team members can engage in WhatsApp chats directly within the monday.com interface. Additionally, monday.com’s automation features further streamline these workflows.

Automated Workflows

With monday.com’s automation tools, WhatsApp communication benefits from trigger-based actions. The platform can send automated messages such as greetings, project updates, follow-ups, appointment reminders, and notifications tied to specific task statuses.

Multi-Account Support

monday.com allows businesses to manage multiple WhatsApp numbers within a single workspace, making it ideal for handling communications across various departments, regions, or customer groups. Features include assigning contacts, filtering conversations, applying labels, and sending bulk replies across all connected numbers. Each WhatsApp number has a dedicated dashboard to track engagement and performance metrics.

Pricing (USD)

monday.com offers tiered pricing plans, requiring a minimum of three user seats for paid subscriptions:

• Free: $0 for up to 2 seats
• Basic: $9 per seat/month (billed annually)
• Standard: $12 per seat/month (billed annually)
• Pro: $19 per seat/month (billed annually)
• Enterprise: Custom pricing available upon request

Keep in mind, new users must be added in increments of five, which can influence the total cost. Integration features and automation limits also depend on the selected plan. Additionally, businesses should factor in WhatsApp Business API per-message fees starting July 1, 2025.

6. NetHunt CRM WhatsApp Integration

NetHunt CRM takes a unique approach by offering a direct WhatsApp integration, eliminating the need for third-party tools. This built-in feature ensures WhatsApp functionality is seamlessly embedded into the CRM, providing a secure and efficient communication experience.

The system automatically captures leads from WhatsApp chats and creates detailed customer profiles within the CRM. Users can manage WhatsApp messages – sending, receiving, and linking conversations to the correct customer records – all from the NetHunt interface. This consolidated view of interactions simplifies the sales process and helps teams track the entire customer journey.

"NetHunt CRM integration with WhatsApp empowers businesses to streamline their customer communication. Create customer records from WhatsApp chats, save communication history, and respond to messages all from one platform."

Integration Type

NetHunt’s direct integration with WhatsApp sets it apart from solutions that rely on external connectors. This approach ensures seamless data flow from WhatsApp to the CRM while maintaining data security and accuracy. Every interaction on WhatsApp is transformed into actionable customer data, enabling faster and more effective sales responses.

Automated Workflows

NetHunt streamlines WhatsApp communication with robust automation tools. Incoming messages can trigger actions like assigning leads to the right team members, updating deal statuses, or sending follow-up emails. A specialized "Chat Conversation Trigger" simplifies these processes, allowing teams to automate responses and tasks as new messages are received.

The platform’s workflows are flexible, adapting to various customer scenarios. For new leads, the system automatically creates a CRM record and assigns follow-up actions. For returning customers, it updates their profiles and assigns tasks to account managers. Additionally, the "Wait for a Chat Interaction" feature ensures workflows respond dynamically based on customer engagement and reply timing.

Multi-Account Support

Collaboration is made easy with NetHunt’s multi-account functionality. Teams can manage shared WhatsApp messages, ensuring everyone stays aligned and delivers consistent communication. This shared access fosters teamwork and improves response efficiency.

Analytics and Reporting

NetHunt integrates with Looker Studio to provide interactive, real-time dashboards that visualize CRM data. Custom reports offer insights into deal progress, helping sales managers pinpoint bottlenecks and evaluate team performance. The system also tracks key metrics like WhatsApp response times, providing actionable data to refine customer service strategies. This streamlined data flow lays the groundwork for comparing the advantages and drawbacks of various integrations.

7. DoubleTick WhatsApp CRM Integration

DoubleTick stands out as a robust WhatsApp Business API solution, designed to streamline customer communication and support large-scale operations. It not only helps businesses maintain high service standards but also provides valuable insights into customer behavior, making it a powerful tool for managing interactions and driving growth.

One notable example of its effectiveness is a business broadcast that reached over 45,000 customers, resulting in significant orders. This highlights how DoubleTick can be a game-changer for businesses looking to boost revenue through WhatsApp campaigns. Let’s explore its key features, including automation, multi-account support, analytics, and pricing.

Integration Type

DoubleTick integrates seamlessly with the WhatsApp Business API, consolidating all customer interactions within your CRM. This ensures full visibility and an organized approach to communication.

Automated Workflows

Automation is one of DoubleTick’s strong suits. Businesses can send targeted broadcasts to large customer groups using CRM data. Additional tools, like an automated ordering bot and journey automation, guide customers through predefined workflows based on their actions or purchase history, making interactions more efficient and personalized.

Multi-Account Support

For teams managing high volumes of inquiries, DoubleTick offers a shared team inbox that allows multiple agents to collaborate effectively. The Pro plan includes roles and permissions management, ensuring each team member has the right level of access while maintaining consistent communication quality across the board.

Analytics and Reporting

DoubleTick delivers detailed analytics, tracking metrics such as message delivery, engagement rates, and conversions. Its reporting features also cover agent performance and organizational insights. By integrating CRM data, businesses gain a comprehensive view of customer engagement patterns and interaction histories, enabling them to refine their communication strategies.

Pricing (USD)

DoubleTick provides three pricing tiers to suit different business needs:

• Starter Plan: $141.58 per month (billed annually). This includes team inbox support for up to 5 agents, bulk broadcasting, customer segmentation tools, and Google Sheets integration.
• Pro Plan: $217.80 per month (billed annually). This plan expands the inbox capacity to 10 agents and adds advanced features like roles and permissions, an automated ordering bot, third-party integrations, and enhanced analytics.
• Enterprise Plan: Custom pricing. Tailored for larger organizations, this plan includes complex journey automation, specialized integrations, and additional custom attribute options.

Note: Starting July 1, 2025, WhatsApp will implement additional per-message fees for outbound template messages[23].

DoubleTick enjoys a strong reputation, with a 4.8/5 rating on G2 Reviews, reflecting positive feedback on its capabilities and customer support.

Comparison: Pros and Cons

Choosing the right WhatsApp CRM integration requires weighing the advantages and limitations of each platform. Every option offers specific strengths, but there are also challenges that businesses must address based on their needs and budget. Here’s a closer look at the key factors to consider.

Pricing Considerations

The cost of WhatsApp CRM integrations goes beyond subscription fees. Businesses also need to factor in WhatsApp Business API charges, which differ depending on the type of message and the recipient’s location. For U.S.-based companies, these rates include:

• Marketing messages: $0.025 per message
• Utility messages: $0.015 per message
• Authentication: $0.0135 per message
• Service conversations: $0.0088 per message

Some providers add markups between 12% and 35% to these base rates, while others allow direct payments to Meta, helping businesses avoid extra fees.

Overview of Platforms

Below is a breakdown of the advantages, limitations, and pricing for popular WhatsApp CRM integrations:

Key Factors to Evaluate

Ease of Integration: Platforms differ in how easily they integrate with existing systems. For instance, TimelinesAI offers a simple one-click setup for multiple CRMs, while enterprise tools like Salesforce often require technical expertise for implementation.

Automation Features: Advanced platforms like Salesforce and HubSpot provide sophisticated workflow builders with conditional logic and multi-step sequences. Simpler tools, such as Zoho CRM, focus on basic automation like lead routing and auto-responses, which may work well for smaller teams but could limit scalability.

Cost Management: Pricing can quickly add up when factoring in API fees and provider markups. For example, sending 10,000 marketing messages to U.S. customers would result in $250 in base WhatsApp fees, with additional costs ranging from $30 to $87.50 depending on the provider’s markup.

Scalability: Entry-level platforms like monday.com are budget-friendly for small teams but may lack the advanced features needed as businesses grow. On the other hand, enterprise solutions such as Salesforce can handle growth but may introduce unnecessary complexity for smaller operations.

Support and Resources: Established platforms often have extensive support systems and active user communities. In contrast, newer solutions may lack these resources, which could be a drawback for businesses needing consistent guidance.

Balancing current needs with future growth is essential. Consider not just the software costs but also API fees, setup expenses, and the time required for implementation when making your decision.

Conclusion

Choosing the right WhatsApp CRM integration has become a critical step for U.S. businesses striving to meet today’s customer expectations. With 66% of customers favoring messaging over traditional channels like email or phone calls, and 80% of WhatsApp messages being read within just 5 minutes, responsiveness is no longer optional – it’s a necessity. The platforms discussed here offer tailored solutions to suit businesses of varying sizes and needs.

Each integration brings something distinct to the table, whether it’s TimelinesAI’s budget-friendly pricing and simple CRM setup, HubSpot’s robust automation features, or Salesforce’s enterprise-level capabilities. These options address core needs like streamlined communication, automation, and compliance, but the best choice will depend on your specific goals, business scale, and budget.

When deciding, it’s crucial to factor in not just the monthly subscription fees but also potential API costs. The market is evolving rapidly, with AI-powered chatbots becoming increasingly advanced and platforms integrating WhatsApp with other channels like Instagram and Facebook Messenger. Businesses that prioritize solutions capable of keeping up with these trends will be better positioned for future success.

"Integrating a CRM improves the efficiency of your team and, according to Comparapps, can increase your productivity by up to 50%".

For businesses seeking quick implementation and a fast return on investment, native integrations like TimelinesAI or NetHunt CRM are ideal. On the other hand, companies with complex workflows may find that enterprise solutions, though more intricate, are worth the investment.

Speed is a competitive advantage in today’s fast-paced market. With customers expecting prompt responses and studies showing that replying within an hour makes you seven times more likely to close a sale, delays can prove costly. As highlighted in this analysis, the right WhatsApp CRM integration not only aligns with your workflow but also positions your business to thrive in an increasingly connected world.

FAQs

How can WhatsApp CRM integrations help businesses manage customer interactions more effectively?

WhatsApp CRM integrations simplify customer interaction management by merging communication tools with robust CRM functionalities. Businesses gain access to features like automated messaging, chatbots, and real-time updates, enabling quicker responses and more personalized customer engagement.

By centralizing customer data, these integrations offer a unified view of interactions across various channels. This comprehensive perspective allows businesses to customize their communication, enhance customer satisfaction, and nurture stronger relationships. Additionally, by organizing workflows, these tools help improve responsiveness, drive higher conversion rates, and elevate the overall customer experience.

What should I consider when selecting a WhatsApp CRM integration for my business?

When selecting a WhatsApp CRM integration, it’s essential to assess how seamlessly it works with your current tools and systems. Pay attention to features such as automated messaging, lead management, and team collaboration tools to ensure it aligns with your communication and workflow requirements.

It’s also crucial to choose a solution that prioritizes data security, safeguarding customer information while meeting privacy regulations. Evaluate factors like user-friendliness, the ability to scale with your business growth, and affordability to ensure the integration fits both your operational needs and budget. The right integration can elevate customer interactions while making your processes more efficient.

What should I know about pricing for WhatsApp CRM integrations when planning my budget?

WhatsApp CRM integrations generally operate on a per-message pricing structure, where fees are applied to messages that are successfully delivered, particularly for template messages. As of July 1, 2025, WhatsApp adopted this billing approach, meaning your expenses will be influenced by both the number and type of messages you send.

When planning your budget, take into account how your message volume could affect overall costs. Look into whether the provider offers tiered pricing plans or bundled options, which can help you better control expenses. Preparing for potential spikes in usage is also key to avoiding any unforeseen charges.

Josh Hoffman Senior Project Manager

Josh Hoffman loves exploring new ideas in project management and software workflows, sharing insights and practical tips to help teams work smarter and achieve results.

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