Customers who message you on WhatsApp should not live only in someone's phone. This pack adds every new number to your CRM as a contact, puts each message on the contact as a note, and tells your team when someone new gets in touch.
What it does
- Finds the contact by phone number, or creates it if the number is new
- Works with HubSpot or GoHighLevel, chosen with one setting
- Adds every message to the contact as a note, including photos and voice notes as a short label
- Tags GoHighLevel contacts and sets new HubSpot contacts to lead status New
- Posts new contacts, and anything your CRM refused, to Slack
What's in the pack
- Two n8n workflows: webhook check and messages
- A setup guide for the WhatsApp Cloud API webhook and your CRM token
What you need
- n8n (Cloud or self-hosted), reachable from the internet
- A WhatsApp Business Platform (Cloud API) number
- HubSpot or GoHighLevel, and a Slack incoming webhook
Rather not set these up yourself? We'll set it up for you, in your name.
Price
- $29 one-time, delivered by email straight after payment
- Use it in as many of your own n8n workflows as you like
Rather we set it up for you? https://pushbuild.com/?need=pack-whatsapp-to-crm
Want automatic answers on WhatsApp too? See the WhatsApp auto-reply pack.
Questions
Does it work with the WhatsApp Business app on my phone? No. It needs the WhatsApp Business Platform (Cloud API), which Meta offers for business numbers.
Will it create duplicate contacts? No. It looks the number up first and only creates a contact when the number is new.
Does it reply to customers? No. It records the conversation in your CRM. The WhatsApp auto-reply pack handles replies, and the two can run together.