You capture every chat, score leads automatically, and update CRM fields without spreadsheets. Revenue teams finally trust the WhatsApp channel.
Secure workspace | Guided onboarding | Works with your CRM
Live WhatsApp CRM console
Consolidate conversations, deal stages, and automations in one calm surface.
Unified deal context
Preview pipeline stage, order value, and previous tickets while you answer WhatsApp messages.
Flexible automation
Trigger templates, reminders, and assignments without leaving the inbox or workflow builder.
CRM-grade data sync
Push structured activities into HubSpot, Salesforce, Zoho, or any CRM through Zapier or native connectors.
Built for search intent
Teams searching for "WhatsApp Business CRM" usually need a live record of conversations plus CRM automation. OnSync keeps both in sync without spreadsheets.
Why teams search for a WhatsApp CRM
Stop copying chats into CRM
OnSync syncs WhatsApp threads, notes, and metadata to HubSpot, Salesforce, or Zoho. Updates land the second you hit send.
Centralize WhatsApp pipeline
You see deal stage, cart value, and past tickets beside every conversation. Reps never guess what happened before.
Enforce follow ups automatically
Smart timers remind owners, reassign stalled deals, and trigger WhatsApp nudges. Every inquiry gets a next step.
Why OnSync
Automations, shared inbox, compliance, and analytics live on the same surface so sales, support, and marketing move together.
Assign owners, apply tags, and preview CRM fields without leaving the WhatsApp inbox.
Drag blocks to qualify leads, hand off to humans, or launch nurture pings in seconds.
Template storage, 24 hour session rules, and opt out handling are already baked in.
Track meetings booked, revenue, and SLAs per template, rep, or list without spreadsheets.
Summaries, suggested replies, and CRM updates include audit trails so leaders trust automation.
Scorecards blend WhatsApp signals with CRM fields so routing always feels fair.
Implementation
Plug in HubSpot, Salesforce, Zoho, or a custom stack with secure connectors so every thread stays compliant.
Choose which WhatsApp fields update your CRM, then reuse the mapping across campaigns, inboxes, and automations.
Trigger lead scoring, deal creation, and follow ups automatically so no rep spends nights on admin.
Playbooks
Distribute WhatsApp inquiries by language, territory, or funnel stage, then alert managers whenever an SLA is at risk.
Round robin, rules-based, or SLA driven routing.
Send reminder templates, payment links, or shipping updates when a deal sits idle. Automation pauses the moment a human replies.
Personalized nudges and payment links trigger automatically.
Push order value, coupon usage, and lost reasons straight to your CRM. Dashboards refresh live for sales and finance.
Dashboards refresh in real time for sales and finance.
Integrations
Two way sync keeps WhatsApp, your CRM, ecommerce platform, and internal apps fresh without custom builds.
HubSpot
Salesforce
Zoho CRM
Zapier
Shopify
Slack
Need another integration? Use Zapier, Make, or our API to plug in any CRM or data warehouse.
Control Center
Keep compliance, reporting, and handoffs tight even as new teammates, numbers, or templates roll out.
Give admins, managers, and agents clear permissions for template sends, deal edits, and automation changes.
Track every message, note, and automation outcome with timestamps plus CRM sync status so nothing is ambiguous.
Monitor template categories, opt-outs, and WhatsApp quality rating to keep outreach within Meta guidelines.
FAQ
How is this different from WhatsApp Web plus my CRM?
OnSync keeps Meta verified access, multi seat permissions, and structured data sync. You never rebuild automations when numbers or reps change.
Do you handle multi number or multi brand setups?
Yes. Add unlimited WhatsApp Business numbers, assign them to workspaces, and still pipe every conversation into the same CRM instance.
What does onboarding look like?
We verify your WhatsApp Business Account, import templates, and configure CRM mappings with you so the workspace ships with your playbooks ready.
Start a free trial or book a strategy session with our WhatsApp experts. We set up Meta verification, CRM mapping, and automations for you.
SOC 2 ready | GDPR aligned | Support in English, Spanish, and Arabic