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Buyer's guide · WhatsApp CRM integration

WhatsApp Business API or ConvoSync: which do you need?

The API sends messages from one company number. ConvoSync saves the chats your team already has. Many teams use both.

Find out which you need →

IN SHORT

The WhatsApp Business API sends and receives messages at scale from one company number, for campaigns, chatbots and shared inboxes. ConvoSync captures the one-to-one chats your team already has on their own WhatsApp and saves them, with an AI summary, to your CRM or ATS. Use the API to send, ConvoSync to record.

Which one do you need?

Answer three yes-or-no questions about how your team uses WhatsApp today.

Question 1 of 3Do your people chat one-to-one with clients, leads or candidates from their own WhatsApp?

Their personal number, or a WhatsApp Business app on their phone.

The short version
If you want to…You need
Save the WhatsApp chats your team already has in your CRM or ATSConvoSync (a capture tool)
Send campaigns, notifications or chatbot replies from one company numberThe WhatsApp Business API
Do bothBoth, side by side
Chat with a few customers from one phone, without a CRMThe free WhatsApp Business app

WhatsApp, WhatsApp Business app and WhatsApp Business API: what's the difference?

The names are confusingly similar. Here's what each one is, in plain terms.

WhatsApp (personal)

The everyday app. Many salespeople, recruiters and account managers use it with clients because that's the number clients already have.

Used by people

WhatsApp Business app

A free app for small businesses, used on a phone. Adds a business profile, catalogue, labels, quick replies and away messages. Still one person, one phone at a time.

Used by people

WhatsApp Business API

Also called the WhatsApp Business Platform. No app of its own: a company number used through software from Meta or a provider, for messaging at scale, automation and integrations.

Used through software
ConvoSync works with the first two: whichever personal or Business app account is linked to WhatsApp Web on the user's laptop. Conversations on an API number already live inside the API platform.

WhatsApp Business API vs ConvoSync: the full comparison

WhatsApp Business API
Messaging integration
ConvoSync
Capture integration
Main jobSend and receive messages at scale: campaigns, notifications, chatbots, shared support inboxesSave the conversations your people already have into the CRM or ATS
Which numberA company number registered on the platform. Personal numbers can't be usedEach person's existing personal or WhatsApp Business app number
Captures existing one-to-one chats?No, only messages that go through the platformYes, for contacts already in your CRM or ATS
Sends messages?YesNo, capture and archive only
SetupMeta business verification, usually through a provider; message templates approved by MetaA Chrome extension next to WhatsApp Web, plus a connection to your CRM or ATS, usually within a week
How it's chargedMeta charges per delivered template message, by category and country, plus any provider feesNo per-message charges from Meta, because nothing is sent
Starting a conversationBusiness-initiated messages must use an approved templatePeople message clients exactly as they do today
AIDepends on the platform, often chatbots and auto-repliesAI summary of each conversation saved to the record, run on your own AI provider account and reviewed before saving
Best forMarketing, order updates, reminders, high-volume supportSales, recruitment and account management run from people's own phones

WhatsApp Business API details are a general summary of Meta's published rules as of October 2026 and vary by provider. Check Meta's documentation for current pricing and policies.

Which WhatsApp CRM integration fits your team?

A B2B sales team in Dubai

Reps negotiate deals with clients on their own WhatsApp. The CRM shows nothing after the first meeting.

ConvoSync

A recruitment agency in London

Consultants arrange interviews and discuss offers with candidates on WhatsApp. The ATS is weeks out of date.

ConvoSync

An online store

Sends order confirmations, delivery updates and offers to thousands of customers from one brand number.

WhatsApp Business API

A support centre

A team of agents answers customers in one shared inbox, with a chatbot for common questions.

WhatsApp Business API

A real estate brokerage

Sends new-listing alerts from a company number, while each broker negotiates with buyers on their own phone.

Both

An account management team

Looks after B2B clients on WhatsApp for years. When someone leaves, the history goes with their phone.

ConvoSync

The API for broadcasting, ConvoSync for relationships

The two don't compete. They cover different conversations, and both can land in the same CRM.

  • Company number on the API: campaigns, reminders, order updates and first-line support, sent and logged by the messaging platform.
  • People's own numbers with ConvoSync: the negotiations, follow-ups and relationship chats that happen one-to-one, captured to the same contact.
  • One record: managers see the automated messages and the human conversations side by side.
1

Campaign goes out

A new-listing alert from the company number, through the WhatsApp Business API.

2

Buyer messages their broker

The buyer replies to the broker they know, on the broker's own WhatsApp.

3

ConvoSync captures it

The broker syncs the chat. An AI summary and the full conversation go to the buyer's contact record.

4

The full picture

The CRM shows the campaign and the real conversation that followed.

WhatsApp Business API vs ConvoSync: common questions

Do I need the WhatsApp Business API to log WhatsApp chats in my CRM?

No. The WhatsApp Business API is for sending and receiving messages through one company number on a platform. To log the conversations your team already has on their own WhatsApp, you need a capture tool such as ConvoSync, which runs next to WhatsApp Web and saves each chat to the matching CRM or ATS record.

Can I use the WhatsApp Business API with my personal WhatsApp number?

No. Personal WhatsApp numbers can't be connected to the WhatsApp Business API. Most businesses use a dedicated number. Some providers now let a WhatsApp Business app number also connect to the API (called coexistence), with some limits.

Is the WhatsApp Business app the same as the WhatsApp Business API?

No. The WhatsApp Business app is a free app for small businesses, used by people on a phone. The WhatsApp Business API (also called the WhatsApp Business Platform) has no app of its own; businesses use it through software from Meta or a provider to send messages at scale, automate replies and connect a company number to other systems.

How much does the WhatsApp Business API cost?

Meta charges per delivered template message, based on the message category (marketing, utility or authentication) and the recipient's country. Replies sent within 24 hours of a customer's last message are generally free. Providers usually add their own platform fee on top. Check Meta's current rate card for exact prices.

What is the difference between a WhatsApp messaging integration and a capture integration?

A messaging integration lets you send and receive WhatsApp messages from inside your CRM through a company number on the WhatsApp Business API. A capture integration, like ConvoSync, saves the conversations people already have on their own WhatsApp into the CRM. One sends; the other records.

Can I use the WhatsApp Business API and ConvoSync together?

Yes, and many teams do. The API handles campaigns, notifications and shared-inbox support from a company number. ConvoSync captures the one-to-one conversations that salespeople, recruiters and account managers have on their own numbers, so both end up in the same CRM.

Does ConvoSync send WhatsApp messages?

No. ConvoSync only captures and saves conversations. It doesn't send messages, run campaigns or automate replies, so it never needs message templates or Meta approval.

Does ConvoSync work with the WhatsApp Business app?

Yes. ConvoSync works with whichever personal or WhatsApp Business app account is linked to WhatsApp Web on the user's laptop. Numbers that only run on the WhatsApp Business API don't need it, because those messages already live in the API platform.

Not sure which you need? Ask us.

A 20-minute call. We'll tell you honestly whether ConvoSync, the API or both fit.

Or email [email protected] · call +91 97170 87420 · WhatsApp us