Different types of WhatsApp integrations that can enhance your marketing

There are over 2 billion users on a global scale – WhatsApp is the messaging app with the most people all around the world. It provides businesses with a direct system for one-on-one customer exchanges.

WhatsApp is a great tool for customer support, marketing campaigns to sales and even beyond.

With WhatsApp Business Profile, Business can automate messages and make instant replies to customer enquiries. All of this lowers the bar for maintaining customer relationships and improving customer experience.

Why You Should Integrate WhatsApp into Your Marketing?

WhatsApp integration into your marketing can increase customer engagement and satisfaction. According to Nielsen, 67% of mobile messaging app users will use chat more with businesses over the next 2 years. WhatsApp messages have a 98% open rate, way higher than email open rates.

Here are the benefits of using WhatsApp for marketing:

  1. High Engagement: 98% open rate, compared to 20% for email.
  2. Personalised Communication: Businesses can send personalised messages which leads to higher customer satisfaction and loyalty.
  3. Real Time Support: Businesses can offer instant support, answer questions and resolve issues in real time which improves customer experience.
  4. Cost Effective: Using WhatsApp for customer communication is often cheaper than SMS or calls.

Setting up WhatsApp Business

Setting up WhatsApp Business is easy and can be done in 5 simple steps:

  1. Download the App: Download the WhatsApp Business app from Google Play Store or Apple App Store.
  2. Install and Open: Install the app on your device and open it.
  3. Verify Your Number: Enter your business number and verify it via SMS.
  4. Set Up Your Profile: Fill in your business profile by adding business name, logo, description, address and website.
  5. Start Messaging: Start using WhatsApp to message your customers.


1. Auto Replies

  • Functionality: Send auto replies to customers when you are unavailable. So customers get a response even outside business hours.
  • Usage: Set away messages to inform customers when you will be back or to provide alternative contact info.

2. Greeting Messages

  • Functionality: Send a greeting message to customers when they first message you or after 14 days of inactivity.
  • Usage: Create a personalized welcome message to introduce your business and inform customers about your services.

3. Away Messages

  • Functionality: Inform customers you are not available to respond immediately.
  • Usage: Schedule away messages for specific times, like after business hours or during holidays.

Benefits for Small Businesses:

1. Increased Customer Engagement

  • With auto replies and greeting messages small businesses can communicate with customers on time and consistently and increase engagement and satisfaction.

2. Professional Presence

  • Complete business profile with logo, address and website creates a professional presence that builds trust and credibility with customers.

3. Time and Convenience

  • Automated messages and quick replies save time and customers get immediate response even when you are not available.

4. Cost Effective Communication

  • WhatsApp Business is a free app so it’s cost effective for small businesses to communicate with customers without extra messaging costs.

5. Direct Customer Feedback

  • Businesses can interact with customers directly, get feedback and resolve issues immediately and improve customer service.

HubSpot CRM and WhatsApp

Hubspot CRM integration with WhatsApp


  • Connect WhatsApp to HubSpot. Reply to all your WhatsApp chats from your HubSpot account.
  • Track engagements made by the customers and know the full conversation history
  • HubSpot allows you to compose and send messages to your customers over WhatsApp directly from its user interface.
  • Be consistent through communications and have the conversation history.
  • Sync your WhatsApp contacts with HubSpot, and update your database regularly.
  • Auto update customer records for Whatsapp activities

Zoho and WhatsApp

ZOHO CRM homeage


1. Synchronize WhatsApp Chats to Zoho CRM

  • This Integrator work for if needs to connect WhatsApp with Zoho CRM. Sync all your WhatsApp chats with Zoho CRM and have an end-to-end record of your customer conversations.
  • This way even the entire team has the access to conversation history and nobody is in the dark from the CRM.

2. Send Bulk Messages

  • You can send bulk WhatsApp messages to your contacts list right from Zoho CRM
  • Broadcast (Marketing texts, update alerts or any announcement) – A Marketing tool from which you can message to unlimited number of people as well as it allowed to share your updates or announcement of any kind.

Bitrix24 and WhatsApp

bitrix24 homepage


1. Smooth Synchronization

  • Connecting WhatsApp and syncing with Bitrix24 CRM
  • Keep your team informed by tracking all customer communication in Bitrix24.

2. Automated Workflows

  • Create automated workflows inside of WhatsApp conversations to deal with daily tasks and inquiries.
  • Eliminate as much manual work as you can, as time and focus can not afford to waste a minute.

Monday.com and WhatsApp

Monday.com homepage

Monday.com Overview

Monday. com is one of the most-used project management tools that enables teams to plan, organize, and track their work in a visual, and certainly agile mannner. Monday. com offers a simple yet flexible UI for a quick control of projects, tasks, or flows. Features : Custom templates, timelines, automation, integration with different business tools, faster task completion, and better team collaboration.

How to integrate WhatsApp with Monday.com?

  • Setting Up the Integration: Select an Integration Platform Choose an integration platform, which supports both WhatsApp and Monday, such as Zapier, Integromat. com.
  • Connect WhatsApp: Follow the instructions on the chosen platform to connect your WhatsApp Business account. This usually involves verifying your WhatsApp number and granting necessary permissions.
  • Connect Monday. com: You can also do the same with your Monday. com account by logging to your Monday. com data.
  • Establish Integration Workflows: Configure and schedule workflows to specify the message and data flow between WhatsApp and Monday com. As an example, you can execute a workflow that sends messages to WhatsApp when a new task is dropped in Monday. com, and changes the status in a task by the message received.

Key Features:

1. Task Management via WhatsApp

  • Get Alerts and Real-time notifications on whatsapp statuses of tasks
  • Product developement sprints in Monday.com on WhatsApp during their conversation.

2. Team Collaboration

  • Communicate with team members via a WhatsApp group to talk about particular undertakings or tasks.
  • Send WhatsApp updates, files, and feedback, so all the stakeholders are always in the loop.


1. Project Management

  • WhatsApp integration with Monday.com enables you to manage tasks and projects in a more streamlined way. Notifications and updates via WhatsApp so you never miss an important update or deadline.
  • Creating and assigning tasks through WhatsApp makes project management a breeze especially for teams that live on mobile.

2. Communication

  • WhatsApp on Monday.com makes team communication seamless with instant messaging and updates.
  • Team members can share updates, give feedback and discuss tasks, to make decisions faster and collaborate better.

Shopify and WhatsApp

Shopify home page


1. Order Confirmations

  • Send order confirmation messages to customers via WhatsApp after purchase. Customers get instant confirmation and order details.
  • Include order number, items purchased and delivery date in the confirmation message.

2. Shipping Updates

  • Send real time shipping updates to customers via WhatsApp. Notify customers when order is shipped, out for delivery or delivered.
  • Include tracking links and delivery times so customers are informed throughout the shipping process.


1. Customer Experience

  • Keep customers informed about their orders so they don’t get anxious and trust you more.
  • WhatsApp has a high open rate so customers are more likely to see and engage with these updates than email notifications.

2. Operational Efficiency

  • Automate order confirmations and shipping updates so customer service teams can focus on the hard stuff.
  • WhatsApp is faster so customers get their queries and issues resolved quicker and overall operational efficiency improves.
  • Regular updates and promotions keep customers engaged and make them come back for more.


Using WhatsApp in your marketing can bring many benefits, from customer engagement to operational simplicity. With 2 billion+ users worldwide, WhatsApp is the most direct and personal channel out there.

Simplify project management and team communication using the integration of whatsapp and monday.com so that everyone is aligned.

In general WhatsApp integrations are a great tool for any business looking to grow.

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