Service
CRM Automation
Your WhatsApp agent updates your CRM in real time. No more manual entry — every conversation enriches your database.
How it works
1
WhatsApp conversation
The client responds to your AI agent — questions, information, requests.
2
AI processing
The agent extracts key data: name, budget, need, qualification.
3
CRM update
Data is pushed to your CRM instantly via webhook.
Available integrations
HubSpot
Contacts, deals, activities, sequences
Salesforce
Leads, opportunities, tasks, notes
Notion
Databases, pages, properties
Airtable
Tables, records, filtered views
Make / Zapier
Automations via webhooks
Cal.com
Appointment booking directly in WhatsApp
What's included
- Bidirectional sync with HubSpot
- Automatic Salesforce contact and deal creation
- CRM property updates from conversations
- Notion integration for no-code teams
- Customizable inbound and outbound webhooks
- WhatsApp activity logs in your CRM
- Real-time sales alerts (Slack, email)
- Custom field mapping for your CRM
Connect WhatsApp to your CRM
Tell us which CRM you use and we'll show you exactly how to automate it — free 30-minute audit.
Book my free audit