Questions about saving WhatsApp chats to your CRM.

ConvoSync saves your team's WhatsApp conversations to the right record in your CRM, ATS or other business system. It's a Chrome extension that works next to WhatsApp Web: it matches each chat to an existing contact or candidate by phone number and saves an AI summary plus the full conversation as a Markdown (.md) file attachment on that record.

Any team that talks to customers, candidates or clients on WhatsApp: sales teams, recruiters and staffing agencies, account managers and customer success, customer support teams, and channel partner teams. It's also used in real estate, insurance and wealth advisory, education and admissions, healthcare and clinics, and field service.

No. WhatsApp Business API tools send messages from one verified company number, for broadcasts, chatbots and shared inboxes. ConvoSync captures the conversations your team already has on their own personal or business WhatsApp numbers. It needs no new number, no Meta verification and no message templates.

No. ConvoSync captures and archives conversations. It doesn't send messages, follow-ups, broadcasts or campaigns.

WhatsApp's Export chat gives you a raw text file from the phone, one chat at a time, which someone then has to name, upload and attach to the right contact. ConvoSync does that for you: it matches the chat to the record, adds an AI summary and saves both in one click, for one contact or many.

Save them to the customer, candidate or client record in your CRM or ATS, so they stay with the business. You can copy messages into notes by hand, attach an exported chat file, or use a tool such as ConvoSync that saves the full conversation and an AI summary to the matching record automatically when you click sync.

Most CRMs don't capture the WhatsApp chats on your team's phones by themselves. With ConvoSync, open WhatsApp Web, click sync, and the chat history is matched to the CRM contact by phone number and saved as a summary plus the full transcript.

WhatsApp's built-in Export chat option is in the phone app, not WhatsApp Web. To capture a conversation from WhatsApp Web, you need a browser extension. ConvoSync reads conversations open in WhatsApp Web for contacts already in your CRM or ATS and saves them straight to their records.

Save the chats to your CRM or ATS while the employee is still there. Once a conversation is on the customer's record, it stays with the company when the person leaves or changes number. Anything never saved leaves with their phone, so regular syncing matters.

ConvoSync writes an AI summary of the conversation and saves it on the CRM record, with the full chat attached as a file. You can read and edit the summary before it's saved.

Keep them in the system the team already shares, such as the CRM or ATS, not on individual phones. ConvoSync saves each person's WhatsApp conversations to the shared records, so anyone with access can see the history.

ConvoSync summarises each conversation using an AI provider account you choose, and surfaces what matters for your work: budgets, timelines, risks, commitments and opportunities. The summary is saved on the contact or candidate record next to the full chat.

Connect ConvoSync to Zoho CRM, then click sync next to WhatsApp Web. Each conversation is matched to the Zoho CRM contact by phone number and saved as an AI summary plus a Markdown transcript attachment. More for sales teams.

With ConvoSync connected to Bullhorn or Zoho Recruit, a recruiter clicks sync next to WhatsApp Web. The conversation is matched to the candidate or client contact by phone number and saved as a summary plus the full chat as an attachment. More for recruiters.

Sync the outgoing person's WhatsApp conversations to the client's records before they leave, list open promises and risks, reassign the contacts, and have the new owner read the history before their first message. See the full handover guide.

A small Chrome extension on each team member's laptop. Our team helps onboard your users. Nothing is installed on phones.

Your team keeps using WhatsApp on their phones as normal. Capture happens through WhatsApp Web on a laptop, with Chrome open and the extension running. There is no mobile app.

Yes. ConvoSync works with whichever personal or WhatsApp Business account is linked to WhatsApp Web, one number at a time.

Only conversations with contacts that already exist in your CRM or ATS and are assigned to that user, matched by phone number. Chats with family, friends or anyone not in your system are never read.

The first time you sync a contact, ConvoSync captures the full conversation history available in WhatsApp Web, not just messages sent after you install it. After that, each sync adds only the new messages since the last one, so records stay up to date without duplicates.

Syncing is one click, or a bulk sync, from the extension. Reminders on the days and times you choose prompt your team to sync, and a dashboard shows who is and isn't syncing.

Text conversations are captured as standard. Capturing media such as images, documents and voice notes can be added as a custom option.

The summary surfaces the opportunities and risks hidden in the conversation, such as budgets, timelines, decision-makers, commitments, concerns and next steps, so anyone can understand where things stand in under a minute.

Yes. The summary can be general, or tailored to how your team works, for example notice period and salary for recruiters, or renewal risk and expansion for account managers.

Use your own ChatGPT (OpenAI), Gemini or OpenRouter account. If you'd rather not use AI, switch summaries off and save the full conversation only.

Yes. Every summary is shown before anything is saved. You can edit it, regenerate it or discard it.

No. Conversations go to your CRM or ATS, not to us. Our servers hold only user accounts, settings and sync logs. If AI summaries are on, chat text goes to the AI provider you choose.

ConvoSync doesn't send messages, broadcasts or automated replies, which are the kinds of activity that get WhatsApp accounts restricted. It works inside WhatsApp Web while you use it, and only reads the chats you choose to sync with contacts already in your CRM or ATS. Your number, chats and contacts stay exactly as they are. ConvoSync is not affiliated with or endorsed by WhatsApp.

No. It only reads conversations with contacts already in your business system and assigned to that user. Personal chats are never read.

No. The console shows users, sync status and sync logs, not chat content. Conversations are read in your CRM or ATS, under the access rules you already have there.

Your conversations are stored in your own CRM or ATS, under your existing data policies. If you work with people in the UK or EU, check that your privacy notice covers WhatsApp as a communication channel, and decide whether to use AI summaries and which AI provider to use.

Full security and privacy details, including a GDPR checklist →

The admin console has a sync dashboard showing who synced today, who hasn't for several days and who has never synced, with each person's sync history.

Everything already synced stays on the records in your CRM or ATS. When a colleague takes over those contacts, new conversations keep landing on the same records. Matching uses the contact's number, not the employee's.

Anything already synced is safe in your CRM or ATS. Anything deleted before it was synced can't be recovered by ConvoSync.

A standard setup usually takes about a week. Connecting a system that needs a custom integration takes longer.

We usually suggest a small pilot with one team before a full rollout. Book a demo and we'll plan it with you.

Email [email protected]. The demo takes 20 minutes and uses sample data, so no preparation is needed.