Reps agree budgets and next steps on WhatsApp. ConvoSync saves those chats, with a short summary, to the right contact in your CRM.
Sales teams run many buyer conversations on WhatsApp, often from reps' own numbers. Most WhatsApp CRM integrations are messaging tools on the WhatsApp Business API and don't capture those chats. ConvoSync does: it saves each chat to the CRM contact as an AI summary plus the full transcript, in one click.
Four buying signals in one week, including a second deal. None of them is in the CRM, so the forecast, the next rep and the sales manager can't see any of it.
Buyers are more candid on WhatsApp than in email. That's exactly why these details rarely get typed into the CRM.
Approved figures, discount asks and payment terms, mentioned in passing.
"Approved at 45k"Start dates and deadlines that should change the close date.
"Before the 15th?"Who signs, who influences and who just left the company.
"Fatima signs now"Who else is in the deal and what they're offering.
"Cheaper but slower"Concerns raised informally that never reach the deal record.
"Worried about rollout time"New sites, teams or products the buyer hints at, often the next deal.
"Riyadh next quarter"If the latest and most honest conversation happened on WhatsApp, every pipeline review and forecast is working from old information.
Years of buyer conversations live on a rep's phone. When they move on, the next person inherits a contact list and nothing else.
From SDR to account executive to account manager, context drops at each step when the real conversation was on WhatsApp.
Without WhatsApp activity in the CRM, managers can't tell which deals are moving, which reps are following up, or what's being promised.
Search for "WhatsApp CRM integration" and most results are messaging platforms. They're good tools, but they solve a different problem. Here's how to tell which one you need.
| Messaging integration WhatsApp Business API platforms | Capture integration e.g. ConvoSync | |
|---|---|---|
| Main job | Send broadcasts, templates, chatbot and support replies | Save the conversations reps already have into the CRM |
| Whose number | One dedicated, verified company number | Each rep's existing personal or business WhatsApp |
| Setup needs | Meta business verification, approved message templates, often per-message fees | A Chrome extension next to WhatsApp Web, plus CRM connection |
| Captures reps' existing chats? | No, only messages sent through the platform | Yes, for contacts already in the CRM |
| Sends messages? | Yes | No, capture and archive only |
| Best for | Marketing, notifications, high-volume support | One-to-one sales relationships run from reps' phones |
On their phone, on their own number or a business one. ConvoSync runs as a Chrome extension next to WhatsApp Web on their laptop.
The phone number is matched to the existing contact in Zoho CRM. Need it to update leads or deals as well? That can be set up to fit your process.
An AI summary surfaces the opportunities hidden in the conversation: budget, timing, people, risks and next steps. It runs on your own AI provider account, and AI can be switched off.
The summary and the full chat, as a Markdown (.md) file attachment, land on the contact record. Reminders keep the team syncing.
Budget approved at 45k if the driver app is included. One cheaper competitor in play. Fatima now signs off. Wants to start before the 15th. Riyadh may need the same next quarter.
You review the summary before it's saved, and the summary format can be tailored to your sales process.
Move WhatsApp chats into Zoho CRM without copying a line.
Zoho CRM WhatsApp integration →
Using a different CRM? We build a custom connector through your CRM's API, so WhatsApp conversations land on the right records there too.
Open the contact and read what the buyer actually said, not the rep's memory of it.
A dashboard shows who synced today, who hasn't for days and who never has. Reminders prompt reps on the days you choose.
When a rep moves on, their synced conversations stay on the contact records for the next person.
Zoho CRM doesn't capture the WhatsApp chats on your reps' phones by itself. You can paste messages into notes by hand, or use ConvoSync: with WhatsApp Web open, the rep clicks sync, and the conversation is matched to the Zoho CRM contact by phone number and saved as an AI summary plus the full chat as a Markdown (.md) file attachment.
No. WhatsApp Business API integrations send and receive messages from one verified company number, for broadcasts, chatbots and shared inboxes. ConvoSync captures the conversations reps already have on their own personal or business WhatsApp numbers and saves them to the CRM. Many teams use both.
Yes. ConvoSync works with whichever personal or business WhatsApp account is linked to WhatsApp Web on the rep's laptop. No new number, Meta verification or message templates are needed.
By default, the contact record, matched by phone number. If your process needs it, ConvoSync can be configured with extra rules, for example to also update leads or deals.
Zoho CRM has a ready connector. For Salesforce, HubSpot or any other CRM, we build a custom connector through that CRM's API, scoped and quoted separately.
Not as standard. ConvoSync captures conversations with contacts that already exist in your CRM. Automatically creating leads or deals from chats can be built as a custom addition.
Everything that was synced stays on the contact records in your CRM. Chats that were never synced leave with the rep's phone, which is why ConvoSync includes sync reminders and a dashboard showing who is and isn't syncing.
No. ConvoSync is capture and archive only. It doesn't send messages, follow-ups or broadcasts.
A 20-minute walkthrough with sample data. No preparation needed.
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