CRM2 minJuly 20, 2026
CRM and WhatsApp Business: follow a conversation to a deal
MikhailUpdated Oct 16, 2026
CRM records customer work while WhatsApp carries the conversation. The link is useful when a message becomes an owned task. WhatsApp Business does not automatically integrate with every CRM.
01Choose the actual connection
The Business app and Business Platform differ. Check provider features, number, access, migration and coexistence options. Do not assume personal message history imports automatically or all connectors work alike.
02Check messaging rules
Business Platform messages within the 24-hour window after a customer message differ from outreach outside it, which requires approved templates. Obtain appropriate opt-in; see WhatsApp policy. Check applicable fees separately.
03Follow one order
Teaching example: someone asks about a kitchen. Save contact, request, available source, owner and a measurements task. A returning customer's new purchase may need a new deal; delivery retries of one message must not duplicate it.
04Test failure and handover
Disconnect a test integration, check alerts and recovery of missing events. Transfer the dialogue and revoke unused access. Reconcile messages with CRM, and agree on number ownership, export and maintenance costs.
05Help from UZNEO
UZNEO can discuss CRM and agreed connections. Send the products, channel and a lost-enquiry example.
Verify supported integration and acceptance before defining scope, subscriptions and support.
Summary
Accept a saved conversation, next task and demonstrated recovery rather than a screenshot of the first message.
Help from UZNEO
UZNEO can discuss CRM and agreed connections. Send the products, channel and a lost-enquiry example.
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