How to integrate WhatsApp, website and CRM to automate sales processes

Many companies generate leads but fail to manage them properly. Contacts come from websites, WhatsApp and other channels, but they are disconnected. This leads to lost opportunities and inconsistent follow-up.

Why this happens / what to evaluate

Businesses often grow using separate tools. Over time, these tools are not integrated, creating operational gaps.

• Leads not answered quickly
• No centralized history
• Manual processes
• Lack of visibility in pipeline stages

How WAAC can help

• Channel integration: connect website and WhatsApp to CRM
• Data centralization: one source of truth
• Automation: automatic lead registration and routing
• Alerts: real-time notifications
• Tracking: complete interaction history

Next steps

Map your current lead flow, define a clear process and then automate it progressively.

FAQ

How to integrate channels?

Connect forms and WhatsApp to a CRM.

What happens after a lead submits a form?

The lead is registered and routed automatically.

How to automate alerts?

Using CRM workflows and notifications.

How to track interactions?

By centralizing data in the CRM.

Can WhatsApp be automated?

Yes, with automated responses and routing.

Does integration improve conversion?

Yes, by improving speed and consistency.

Integration creates structure, and structure drives predictable growth.