How to connect WhatsApp Business API with CRM to optimize customer service
If you manage your customers through WhatsApp Business API, you probably think that you have already won your customers’ attention, however, this is not always the case. Now, with this we do not want to deny that this is excellent, on the contrary, it is one of the most well-known applications worldwide in which users have great confidence to operate and use it, but it could be further improved.
WhatsApp Business API integrated with a CRM system improves the customer experience and the level of management, this together with automation will generate incredible results at all times. On the other hand, although it sounds like it will be a success to integrate both tools, certain steps need to be followed to achieve the appropriate result, such as selecting the right system or generating the correct communications.
As we understand that without help any integration can be complicated, we provide you with all the information you need so that you can achieve everything in a fluid and harmonious way.
Let’s start!
Steps to connect WhatsApp Business API with a CRM
Let’s start with the basics, that is, identifying the steps that must be taken to connect your WhatsApp Business API account with a CRM, with this we will have the necessary information to start operating correctly:
Selecting the right CRM
There are many great CRM systems on the market, each with optimal features that will help you generate the results you want. In our case, we present to you the best of all: Kommo, a conversational software approved by Meta, which provides the best tools and assistance to operate.
This is a great option to optimize the customer service you provide, and produce greater profits with personalized assistance and unmatched experiences.
The Ultimate CRM Solution: A Kommo Rundown
API Configuration and Access Permissions
It is important that you can configure your API and generate the appropriate access permissions in order to operate without problems and communicate with your clients with confidence and security. To do this you must:
- Go to the settings section;
- Select the integrations and choose WhatsApp Business API;
- Accept the privacy policies;
- Click install.
With this simple guide you will be able to obtain the tool you have been waiting for.
Customizing workflows and automating messages
As a final step, it is essential that you can customize your workflows, using simple methods so that your work team and clients can operate dynamically without problems. With this, you will achieve the best results in a very short time.
After that, message automation should be your focus, since it is the ideal way to interact with clients at any time of the day with appropriate, fluid and interactive messages.
Key features of a CRM integrated with WhatsApp Business API
Once you have completed the previous steps, you may be wondering whether or not you are using both tools to their full potential. To ensure you are not stuck with this, we will tell you about the key features of a CRM integrated with WhatsApp Business API:
Auto-Response and Customer Follow-Up
As we have seen, CRM WhatsApp is a program that is responsible for communicating with your clients and processing the necessary procedures. Now, the secret of success lies in the ability to send automatic responses, which are 100% personalized, since by joining a relationship software it can analyze user data and detect their preferences.
Conversation analysis and data management
Connecting this to your company allows you to centralize your conversations, and you will also have the ability to manage an analysis of each one, in addition to the data information provided by your clients. In short, it is an optimal integration to automate responses, classify clients, analyze interactions and optimize the sales funnel.
Use cases: How to boost customer management with WhatsApp Business API
Once we have identified how to integrate this tool and how it works, we need to identify how it will enhance customer management and generate the right results. Let’s talk about it:
Automated customer service
To generate greater satisfaction in your customer service, it is necessary to provide automated messages. These are essential to keep users focused on each task they wish to perform. In addition, it helps you not to lose opportunities, since regardless of the time or place where they are, they will always be attended to.
There are several automated messages that you can try, such as welcome messages, keyword messages, recommendations, or farewell messages.
Registering and updating customers in CRM
Once you have finished a conversation or sale, it is not forgotten. It is essential to be able to record and update the potential or permanent client you had. With this type of information, you will be able to identify the improvements that your company requires and, above all, identify what the user needs about your product or service.
Integration with marketing and sales tools
Even though we are already talking about integration, we must continue to think big. WhatsApp CRM is capable of working with marketing and sales tools, that is, it works as a team to achieve the best results in a short period of time.
Is it worth integrating WhatsApp Business API with a CRM?
Ultimately, it is worth integrating WhatsApp Business API with CRM, not only because it will improve your relationship with your customers, but it will also optimize your sales, increase your production and generate greater popularity. There is no such thing as an impossible success, especially when this incredible integration exists for your business.
