WhatsApp Solutions

CRM Integration

Sync WhatsApp with your CRM system.

CRM Integration — digital solutions by ANAGOV Digital Solutions, Kochi & Trivandrum
Trusted across India
Overview

Your sales team shouldn't be copy-pasting numbers from WhatsApp into spreadsheets. We connect WhatsApp directly to your CRM so every conversation, contact and lead status stays in perfect sync.

Whether you use Zoho, HubSpot, Salesforce or a custom CRM we build for you — chats become trackable pipeline, and follow-ups never get forgotten.

Every solution is tailored to your business. Book a free demo to see how it would work for you.

What's included

Everything you need to win on WhatsApp

Two-way Sync

Contacts, chats and notes flow between WhatsApp and CRM.

Lead Lifecycle Tracking

Every lead moves through your pipeline automatically.

Custom Fields

Capture location, budget and requirements as structured data.

Team Assignment

Route and assign conversations to the right agent.

Real-world use

How businesses use this every day

Every WhatsApp enquiry automatically creates a CRM lead

Sales team sees chat history next to each customer record

Automated follow-up tasks when leads go quiet

Reports on response time and conversion by agent

How it works

From first call to going live

01

CRM Review

We study your current CRM and pipeline stages.

02

Integration Design

Field mapping and sync rules are defined.

03

Build & Test

Integration built and tested with your team.

04

Team Onboarding

Your team is trained with simple SOPs.

FAQ

Common questions, answered

Zoho CRM, HubSpot, Salesforce, Freshworks, Kylas and most tools with APIs. If you don't have a CRM, we can build a lightweight one for you.

If the number is on the WhatsApp Business API, yes. If it's still on the regular app, we'll help you migrate first.

Yes — conversation summaries and full chat logs can be attached to each customer record.

Ready to Turn Conversations Into Customers?

Let's show you what WhatsApp automation can do for your business.