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    WhatsApp CRM Integration

    WhatsApp CRM Integration: Connect WhatsApp to Your CRM in 5 Steps

    Say your Pune team answers 40 WhatsApp enquiries a day from three phones and nobody knows who replied to whom. Connected to a CRM, every chat lands on the right lead, and follow-ups run on their own.

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    How WhatsApp CRM integration works

    You connect your WhatsApp Business Account to the CRM through the WhatsApp Business API. New chats become leads, every message is saved on the lead's timeline, the team works from one shared inbox, and templates and automations send follow-ups on schedule. In 3Sigma you can keep your current number.

    How to connect WhatsApp to 3Sigma CRM

    1. Choose your number

    Keep your existing WhatsApp Business number with coexistence (your app chats stay), or start on a new number.

    2. Connect the WhatsApp Business API

    Link your WhatsApp Business Account to 3Sigma (Ultimate plan). Prefer help? Assisted onboarding is ₹2,000 one-time.

    3. Get templates approved

    Create your first message templates — welcome, follow-up, site visit or quote reminder — and submit them to Meta for approval.

    4. Turn on the shared inbox

    Every chat lands in one team inbox (with Instagram and Facebook tabs), assigned to a rep and saved on the lead's timeline.

    5. Automate the follow-up

    Add an automation: new lead → WhatsApp template on day 0 → call task on day 2 → drip until they reply.

    What syncs between WhatsApp and the CRM

    • New WhatsApp enquiries become leads automatically, with duplicates merged
    • Every message sits on the lead's timeline next to calls, notes and tasks
    • Templates, campaigns, scheduled messages and sequences from the CRM
    • Lead status, labels and owner change from automation rules
    • Meta bills message charges to your WhatsApp Business Account — 3Sigma adds no per-message fee

    Costs explained: WhatsApp API pricing. The full product: 3Sigma WhatsApp CRM.

    Copy this WhatsApp follow-up script

    Four messages for a new enquiry, in Hinglish. Use it by hand today, or run it automatically once WhatsApp is connected.

    WhatsApp follow-up script for a new enquiry (edit the names)

Day 0 (within 5 minutes):
"Namaste {{name}} ji, main {{rep}} from {{company}}. Aapne {{product}} ke baare mein poocha tha. Aapko price list bhej doon ya 2 minute call kar loon?"

Day 1 (no reply):
"{{name}} ji, aapke liye {{product}} ki price list aur 2 options attach kiye hain. Kaunsa better lag raha hai?"

Day 3 (still no reply):
"{{name}} ji, is hafte ka offer {{date}} tak hai. Aaj 6 baje call karun?"

Day 7 (last nudge):
"{{name}} ji, aapko disturb nahi karunga. Jab bhi zarurat ho, isi number par 'Hi' bhej dijiye."

Run this automatically in 3Sigma CRM: https://www.3sigmacrm.com/whatsapp-crm-integration

    WhatsApp CRM Integration — FAQs

    How do I integrate WhatsApp with a CRM?

    Connect your WhatsApp Business Account to the CRM through the WhatsApp Business API, get your message templates approved by Meta, and turn on the shared inbox so every chat is saved on the right lead. In 3Sigma this is on the Ultimate plan, and you can keep your existing number with coexistence.

    Can I keep my existing WhatsApp number?

    Yes. With coexistence you keep your WhatsApp Business number and its chats while also using the API through 3Sigma.

    What does WhatsApp CRM integration cost?

    3Sigma Ultimate costs ₹3,600 per user per year and includes the WhatsApp Business API, team inbox, campaigns and automations. Meta charges per message directly to your WhatsApp Business Account; 3Sigma adds no per-message fee. Assisted onboarding is an optional ₹2,000 one-time.

    Do I need a separate WhatsApp tool like a connector?

    Not with 3Sigma: the WhatsApp Business API, shared inbox and automations are built into the Ultimate plan, alongside calling, pipelines and invoices.

    Can WhatsApp follow-ups run automatically?

    Yes, on Ultimate. An automation can send a WhatsApp template when a new lead arrives, create a call task two days later and keep a drip running from day 0 to day 365 until the lead replies.

    See also: follow-up automations · sales CRM software

    Connect your WhatsApp in a free demo

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