How does WhatsApp sync with leads in Heffl CRM?
Every new WhatsApp conversation automatically creates a lead in Heffl. Chat history syncs in real-time, and you can view all messages directly from the lead page. Send quotes, invoices, and documents via WhatsApp with one click.
Heffl's WhatsApp integration transforms every conversation into a tracked business opportunity:
Automatic Lead Creation
- New WhatsApp numbers instantly become leads in your CRM
- Existing contacts link to current lead or client records
- Lead status updates based on conversation activity
- Source tracking shows leads originated from WhatsApp
Real-Time Two-Way Sync
- Chat directly from lead pages inside Heffl CRM
- All WhatsApp messages appear in lead activity timeline
- Team members access complete conversation history
- Send business documents via WhatsApp from CRM
Team Collaboration Features
- Assign WhatsApp conversations to specific team members
- Track response times and conversation status
- Multiple agents can access shared WhatsApp inbox
- Internal notes visible only to your team
