WhatsApp Revenue Operations Playbook 2025

Wire OnSync to your CRM, automate qualification, and orchestrate revenue dashboards that compress response time to 7 minutes and add 34% more pipeline in 45 days.

Revenue Scoreboard

first-response SLA once OnSync auto-routes inbound WhatsApp leads

34% more pipeline

created in the first 45 days after unifying handoffs inside shared inboxes

92% data capture

of conversations synced back to Salesforce/HubSpot using OnSync workflow blocks

Instrument every entry point

OnSync tracks every inbound path—meta click-to-chat, QR codes on events, pricing form follow-ups, and referral links. Each entry is stamped with UTMs, campaign IDs, device, and language so marketing can finally prove revenue impact.

Server-side events push enriched data to GA4 + Meta for better ad optimization.
Smart forms pre-fill ICP data (ARR, team size, systems) so bots know what question to ask next.
Conversation tags stream directly to Snowflake/BigQuery for revenue analytics without building middleware.

RevOps Checklist

Questions to answer before go-live

Which entry points need mandatory attribution tags?
Where will conversation summaries live in Salesforce or HubSpot?
How do we escalate accounts with active opportunities or churn risk?
What message templates does legal/compliance need to approve?

Pipeline Architecture

Run plays by stage—not by channel

Form fill, click-to-WhatsApp, and ad replies land inside OnSync shared inboxes.
Auto-enrich leads with Clearbit/Factors data using server-side functions.

WhatsApp Revenue Operations Playbook 2025: Turn Conversations into Closed Won Deals

Run plays by stage—not by channel

Ready to Get Started?

Demo & Proposal

Close & Expansion

Three things CROs care about

“We already use our CRM inbox.”

“Our legal team is strict on messaging.”