You connect your CRM, WhatsApp, and email through a central integration engine (such as n8n or Node.js) that listens to webhooks from the official WhatsApp Cloud API and your email providers, then links each incoming message to the matching client profile.
| Channel | Integration Method | Result in the CRM |
|---|---|---|
| WhatsApp Business | Official WhatsApp Cloud API + webhooks | Chats and media logged automatically on the contact |
| OAuth2 IMAP/SMTP / SendGrid API | Full traceability of conversation threads | |
| Web Forms | REST API / PostgreSQL | Lead created with its source and tagged automatically |
The official WhatsApp Cloud API guarantees 99.9% uptime, protects the company number from blocks or bans, and supports official multi-agent bots without relying on a physical phone that has to stay on.
Before creating a contact, the integration engine searches by standardized phone number (E.164) or email address. If the contact already exists, it adds the new event to that contact's history instead of creating a duplicate record.
End-to-end encryption from the official WhatsApp API is combined with OAuth2 authentication and JWT tokens on your own server. Messages and email threads are stored in PostgreSQL with role-based access control (RBAC) that isolates data by role.
When message filtering and CRM data entry are automated, the sales team only handles qualified inquiries. This makes it possible to scale to more than 2,500 users across multiple countries without adding manual operational work.
Design of automated messaging workflows connected to relational databases that assign leads automatically based on sales team availability.
We analyze your current processes and design the technical architecture with a clear ROI.
Book a Discovery Session →