Feature · WhatsApp Business CRM Integration

A WhatsApp Business CRM integration that treats WhatsApp like a first-class channel.

WhatsApp Business is the preferred inbound channel for revenue teams in Latin America, India, parts of Europe, and increasingly North America for consumer-facing B2B motions. Strkr's WhatsApp Business CRM integration logs every conversation to the contact and account record, routes inbound replies through the same engine that handles SMS and email, enforces consent and the 24-hour session window, and respects every rate limit Meta sets. One record, one messaging layer, one compliance posture.

What a real WhatsApp Business integration must do

The capability floor for taking WhatsApp seriously inside a CRM.

WhatsApp Business sits apart from SMS and email because Meta ships a specific set of rules the integration must respect: the 24-hour session window, the template approval process, the opt-in requirement, the per-number rate limits, and the quality tier system that governs how many messages a number can send per day. An integration that treats WhatsApp like a generic SMS channel will produce either a frustrated end user or a suspended Meta account. The honest WhatsApp Business CRM integration respects every rule, logs every message, and surfaces the operational constraints in the UI the rep uses every day.

Official Business API

On top of the Meta Cloud API, not a scraping bot.

The integration uses the Meta WhatsApp Business Cloud API, the official endpoint Meta supports. No scraping, no personal number automation, no fragile automation that gets banned the first time Meta tightens enforcement. The compliance posture is clean on day one and stays clean.

Message templates

The approval workflow lives inside the CRM.

Outbound messages outside the 24-hour session window must use a template Meta has approved. The integration surfaces the template library in Strkr, tracks each template's approval status (approved, pending, rejected), and refuses to send on a template that is not approved. The rep never sends a message that will fail silently at the provider.

Session window

The 24-hour clock, visible on the thread.

When a contact replies, a 24-hour window opens during which free-form messages are allowed. The thread in Strkr shows the window remaining with a countdown timer. When the window expires, the compose box switches to template-only mode. The rep sees the state, not the error.

Opt-in tracking

Consent before any outbound.

WhatsApp requires an opt-in before any outbound message. The integration tracks the opt-in source, timestamp, and method (web form, in-app, text message consent, verbal consent recorded). The contact record carries the consent state and the audit trail. A rep cannot send to a contact that has not opted in.

Rate limits

Respect the per-tier daily cap.

Meta sets per-number daily rate limits based on quality tier (1K, 10K, 100K, unlimited). The integration enforces the cap at the send layer, queues excess outbound for the next day, and surfaces the current tier on the sending profile. The rep never pushes against a hidden ceiling without seeing it.

Quality tier monitoring

Delivery health visible on a dashboard.

The quality tier is determined by the signal mix: block rate, user feedback, delivery rate. The integration shows the current quality tier on the dashboard, surfaces the signals that are moving it, and alerts when a drop is likely. The admin acts before Meta drops the tier, not after.

Inbound routing

Replies route like any other inbound.

An inbound WhatsApp message routes through the same engine that handles inbound SMS or inbound email. The owner on the contact gets the notification. The thread opens on the record. Routing rules can fire a flow, create a task, or escalate to a team based on the content or the sender.

Media support

Images, documents, voice notes, logged.

WhatsApp supports rich media: images, PDFs, voice notes, location, contact cards. The integration ingests all media types, stores them against the record, and renders them inline in the thread. A customer sending a photo of a damaged product has the photo on the account record for the account team to reference.

Interactive messages

Buttons, lists, and quick replies as native nodes.

WhatsApp supports interactive message types: buttons, lists, quick replies. Strkr's outbound builder exposes these as native node types, not raw JSON. The rep designs an interactive message, publishes a template, and the inbound response from a button click fires a specific flow branch.

How the conversation shows on the record

Every thread on the account the rep already knows.

The point of integrating WhatsApp into the CRM is that the conversation lives on the record the account team already uses. The rep opens an account, sees the WhatsApp thread alongside the email history and the SMS history, and understands the full relationship without switching tools. The thread is searchable, filterable, and part of every report that touches communication data. Nothing lives in a side app.

Unified timeline

WhatsApp alongside email, SMS, calls.

The activity timeline on a contact or account shows WhatsApp messages interleaved with email, SMS through Strkr Messaging, call records, and meeting notes. The rep sees the full relationship on one chronological feed with the channel of each message clearly labeled.

Inline composer

Send WhatsApp from the record page.

The composer at the bottom of the contact record switches between email, SMS, and WhatsApp with a channel selector. The rep picks WhatsApp, writes the message (within the session window) or picks a template (outside the window), and sends. No second tool to open.

Thread view

Full history on the right rail.

A dedicated WhatsApp thread view on the right rail of the record shows the full message history with timestamps, delivery status, read receipts, and sender identity. The thread is scrollable, searchable, and exports to PDF for a compliance request.

Read receipts

See when the customer read the message.

The integration tracks delivery and read status per message. The thread shows single-check (sent), double-check (delivered), and double-check-blue (read) icons matching WhatsApp's native UI. The rep knows whether the customer has seen the message without a separate query.

Typing indicators

Know when the customer is replying.

The integration passes through typing indicators from the WhatsApp Business API. The rep sees a typing indicator in the thread when the customer is composing a reply, matching the behavior customers expect from the native WhatsApp app.

Reactions

Message reactions respected and logged.

WhatsApp message reactions (thumbs up, heart, etc.) are supported both for inbound (the customer reacting to a sent message) and outbound (the rep reacting to a received message). The reactions log on the message record for later reference.

Reply quoting

Quote a specific prior message.

The composer supports replying to a specific message in the thread with the quoted context. The feature matches the native WhatsApp pattern. Customers reading the thread see the context the reply is attached to, which matters more on long threads than short ones.

Multi-sender identity

See which rep sent each message.

When multiple reps have access to the WhatsApp number (team inbox pattern), each outbound message tags the sending rep in the thread. The customer sees the single business identity (the brand). The CRM shows the sending team member for internal accountability.

Private notes

Internal annotations on the thread.

Reps can add private notes inside the WhatsApp thread that stay internal to Strkr. "Customer prefers morning conversations. Last call ended on a renewal objection." The notes travel with the thread and are visible to the whole account team without leaking to the customer.

Templates, flows, and bulk sending

The outbound shape that respects Meta rules.

Outbound WhatsApp has rules different from outbound SMS: outside the 24-hour session window, the message must use an approved template, templates have content guidelines, and bulk sends trigger quality-tier impact if the audience signals poor engagement. The integration manages the template lifecycle, routes bulk sends through the right rate-limit tier, and gives the admin visibility into the quality signals before they become a tier drop.

Template authoring

Author in Strkr, submit to Meta.

The template editor in Strkr handles the composition and the submission to Meta. The admin writes the template, picks the category (marketing, utility, authentication), adds variables, and submits. The approval status syncs back to Strkr. Approved templates become available immediately.

Variable substitution

Personalize approved templates safely.

Approved templates can carry variables ({{1}}, {{2}}) that substitute at send time with values from the record. The variable substitution happens at the send layer, not the template layer, so the approved template never changes and the personalization still works. The rep sees the fully substituted preview before sending.

Template categories

Marketing, utility, authentication, each handled.

The three Meta template categories (marketing, utility, authentication) have different rules on content, pricing, and sender restrictions. The template editor surfaces the category constraints at authoring time. Marketing templates respect the opt-in. Utility templates can send with a wider base. Authentication templates follow the strict 2FA pattern.

Approval tracking

Status, rejection reasons, re-submission.

Every template carries its approval status: pending, approved, rejected, paused. Rejection reasons from Meta surface in the UI with the specific policy violated. The admin edits and re-submits without a separate tool. The lifecycle is fully visible.

Flow triggers

A WhatsApp message starts a Strkr flow.

An inbound WhatsApp message can trigger a Strkr flow directly. The flow reads the message content, classifies the intent through Strkr AI, and routes the response. Automated acknowledgments, FAQ answers, qualification flows, and escalation paths all run through the native flow engine.

Bulk sending

Rate-limited broadcasts with real pacing.

A bulk WhatsApp campaign to a large audience paces the sends across the tier cap and the quality-signal budget. The campaign dashboard shows the current send rate, the remaining capacity for the day, and the expected completion time. Overflow queues to the next day instead of risking a quality tier drop.

Audience segmentation

The same segment builder as every other channel.

A WhatsApp campaign uses the same audience builder as an email campaign or an SMS campaign: filter on firmographic fields, behavioral signals, consent state, and segment membership. The audience respects the WhatsApp opt-in state in addition to the general consent record.

Opt-out handling

A customer opt-out is honored everywhere.

An opt-out reply (configurable keywords) immediately marks the contact's WhatsApp consent as revoked. The opt-out logs on the record. The next outbound campaign excludes the contact. The opt-out is also respected across the broader consent model: if the opt-out indicates "all channels," SMS and email also pause.

Campaign analytics

Delivered, read, replied, converted.

The campaign dashboard tracks delivered, read, replied, and converted (if a conversion event fires downstream). The attribution integrates with the broader marketing reporting so a WhatsApp campaign shows alongside email campaigns and SMS campaigns in the pipeline contribution dashboard.

Compliance, consent, and audit

The posture that keeps the Meta account healthy and the regulator happy.

WhatsApp Business runs under Meta's rules and under the broader regulatory posture of each region: GDPR in Europe, LGPD in Brazil, CCPA in California, HIPAA when protected health information is involved. The integration enforces the Meta rules at the send layer and supports the broader compliance posture at the record layer. The audit trail covers both. Teams in regulated environments can prove compliance to the Meta policy, the local regulator, and the internal auditor from one source of truth.

Opt-in audit

Who opted in, when, how.

Every opt-in is recorded with the source (web form URL, text message, in-app, verbal with recorded reference), the timestamp, the IP (if captured), and the consent language presented. The audit record is immutable and exportable for compliance review.

Opt-out audit

Every opt-out, every re-opt-in.

Every opt-out is recorded with the method (reply keyword, UI action, inbound call) and the timestamp. Re-opt-in attempts after an opt-out are tracked separately. The audit shows the full consent history, which is often the specific artifact a regulator asks for.

GDPR data subject rights

Export, correct, or delete on request.

For contacts in the EU, data subject rights apply: the right to export, correct, or delete personal data. The integration supports the full WhatsApp message history export per contact, correction of fields through the standard contact edit flow, and deletion of the thread on request (with the audit trail of the deletion itself preserved).

HIPAA posture

BAA available for healthcare contexts.

For teams building workflows that touch protected health information through WhatsApp, Strkr executes a Business Associate Agreement on request. The HIPAA posture covers message storage, retention, access controls, and integration with the broader regulated data flow.

Regional data residency

Messages stored in the right region.

For teams with data residency requirements, the integration can keep messages stored in the appropriate region (EU, US, APAC) through the Strkr regional deployment. The Meta WhatsApp API endpoint and the Strkr storage layer coordinate on the residency choice.

Retention policy

Keep messages as long as you need, no longer.

The admin configures the retention policy for WhatsApp message history per compliance requirement: 90 days, one year, seven years, indefinite. Messages past the retention window delete on a scheduled job with the deletion itself logged for audit. The retention policy is a tenant setting, not a Meta default.

Access controls

Who can see which WhatsApp threads.

The permission model respects WhatsApp data at the same granularity as every other record in the CRM. Reps see threads on their own accounts. Managers see their team's. Compliance roles can see everything with an audit entry on each access. Field-level permissions apply.

Content moderation

Policy-violating outbound blocked.

The outbound layer runs a content check for Meta policy violations before sending: prohibited categories, excessive promotional language in utility templates, missing opt-in references. The check prevents the send and routes to a review step. The admin fixes before the message hits the quality score.

Audit export

A full export for the compliance review.

The admin can export the full WhatsApp audit trail for a specific contact, a specific campaign, a specific date range. The export covers messages, opt-in status, opt-out status, delivery data, and access logs. One file, one review session, one source of truth.

How WhatsApp fits with the rest of Strkr

One record, one consent model, one bill.

The reason WhatsApp belongs inside the CRM rather than as a separate tool is that the conversation data is one of the most valuable artifacts the account team has, and separating it from the pipeline, the lead scoring, the forecast, and the dashboards would be a strategic mistake. Strkr builds WhatsApp as a native channel inside the broader messaging and automation layer. The consent model is shared with SMS and email. The dashboards include WhatsApp. The flows span WhatsApp alongside every other channel. The pricing is one line.

Shared consent model

One opt-out, every channel.

The consent model treats WhatsApp as one channel in a broader set. A contact who opts out of marketing on any channel can be configured to opt out across all channels, or specific channels at a time. The integration respects both patterns and surfaces the current consent state clearly on the record.

Pipeline attribution

WhatsApp as a lead source and channel.

When a lead comes in through WhatsApp (via a Click-to-WhatsApp ad, a WhatsApp Business Button on the website, or an inbound message to a published number), the lead source is tracked. Attribution reporting includes WhatsApp as a channel alongside paid search, organic, email, and events.

Dashboards

WhatsApp volume on the sales dashboard.

Message volume, response time, conversation length, and conversion rate from WhatsApp appear on the sales and marketing dashboards alongside the equivalent email and SMS metrics. The CMO and the CRO read one dashboard that includes every channel.

Flows span channels

A nurture that uses email, SMS, and WhatsApp.

A single flow can send an email on day one, a SMS on day three, and a WhatsApp message on day seven. The flow respects the consent state per channel and skips the channel step if the contact has not opted in. One flow, one audit trail, every channel.

Assistant on the thread

Strkr AI drafts replies.

The assistant drawer on a WhatsApp thread drafts replies in the rep's voice, respecting the session window state and the available template library. The rep edits the draft and sends. The write-assist works the same way across email, SMS, and WhatsApp.

Lead routing

Inbound WhatsApp routes to the right owner.

An inbound WhatsApp message from an existing contact routes to the account owner. From an unknown number, it goes through the lead router with the message content classified by Strkr AI to determine the right queue. The routing engine treats WhatsApp as one more inbound channel.

API access

Developers can read and send through the open API.

The Strkr open API exposes WhatsApp send, receive, and template operations. Custom integrations, custom bots, and custom dashboards can read the message history and send through the same channel. One API, one rate limit budget, consistent authentication.

One bill

WhatsApp is included on paid tiers.

The WhatsApp Business CRM integration is included on paid Strkr tiers. Meta's own conversation pricing passes through at cost (teams see what each conversation cost on the dashboard). No separate WhatsApp integration SKU, no credit meter on top of Meta's own pricing.

Migration support

Bring the WhatsApp history over cleanly.

For teams migrating from another CRM or a standalone WhatsApp inbox tool, Strkr can import message history, consent records, and template libraries. The migration respects the attribution and the audit trail. The team moves to Strkr without losing the WhatsApp relationship history.

A WhatsApp Business CRM integration that respects every rule and logs every message.

The integration ships on paid Strkr tiers with the official Meta Cloud API, native template management, consent tracking, flow triggers, and the full assistant for write-assist. Meta conversation pricing passes through at cost. Open the trial, connect a WhatsApp Business number, and send the first compliant message in minutes.

Common questions

What buyers ask about this feature.

How does Strkr's WhatsApp Business CRM integration differ from Pipedrive or other CRM integrations?

Several specific differences. First, the integration uses the official Meta WhatsApp Business Cloud API rather than a scraping bot or a personal number automation, which keeps the compliance posture clean and resilient to Meta policy enforcement. Second, template management, approval tracking, and the session window are first-class product surfaces inside Strkr rather than hidden operational details, so reps see the state they are operating under rather than hitting silent errors. Third, the WhatsApp data lives on the same record as email, SMS, calls, and every other channel, so the account view includes the full relationship rather than being split across tools. Fourth, Strkr's native messaging layer, flow engine, assistant, and dashboards all treat WhatsApp as a first-class channel, so a nurture flow can span email, SMS, and WhatsApp with one definition. Fifth, pricing is included on the Strkr seat price with Meta's own conversation costs passing through at cost rather than a markup.

What does the 24-hour session window mean in practice for how my team uses WhatsApp?

When a contact sends an inbound message, a 24-hour window opens during which the business can send free-form responses. Outside that window, outbound messages must use a pre-approved template with limited content categories (marketing, utility, authentication). The practical implication is that proactive outbound ("hey, following up on your demo request") always uses a template, while reactive back-and-forth within a conversation uses free text. Strkr shows the session window state visibly on every thread with a countdown timer. When the window expires, the compose box switches to template-only mode so the rep sees the state rather than hitting a silent failure. For nurture flows, the designer accounts for session windows automatically: free-form steps inside a window, template steps outside.

How does opt-in work for WhatsApp Business, and what does the audit look like?

Meta requires an explicit opt-in from the contact before a business can send WhatsApp messages. Acceptable opt-in methods include a web form checkbox, an in-app toggle, a reply-to-join SMS flow, or a verbal consent captured through a call recording. Strkr's integration records the opt-in source (which form URL, which message, which call), the timestamp, the IP range (where captured), and the specific consent language the contact agreed to. The audit record is immutable and exportable. When a contact opts out (via reply keyword or UI action), the integration logs the opt-out immediately and prevents further outbound. Re-opt-in attempts after an opt-out are tracked separately so the compliance team can see the full consent history, which is often the exact artifact a regulator requests during an audit.

Can we automate WhatsApp conversations with the Strkr flow engine?

Yes. An inbound WhatsApp message can trigger a Strkr flow, which can read the message content, run Strkr AI classification to determine the intent, and route to the right branch. Common patterns include an auto-acknowledgment that the message was received, a qualification flow that asks a few questions to route to the right team, an FAQ flow that answers common questions through a conversational pattern, and an escalation flow that pulls in a human agent for complex cases. The flow engine respects the session window state so free-form responses only happen when the window allows. Outside the window, the flow uses approved templates. The assistant on the thread can also draft responses for a human rep to review and send, which keeps the human in the loop for sensitive conversations while using automation for the volume.

How does WhatsApp integrate with our broader marketing automation and sales motions?

WhatsApp is one channel in Strkr's broader messaging and automation layer. A nurture flow can send an email on day one, a SMS on day three, and a WhatsApp message on day seven, respecting the consent state per channel at each step. The audience builder for a campaign uses the same filters whether the output is email, SMS, or WhatsApp. The dashboards track response rates, conversion rates, and attribution across every channel so the CMO sees a unified view. The lead router handles inbound WhatsApp like inbound email or inbound SMS, assigning to the right owner based on firmographic fit, lead score, and territory rules. For teams in regions where WhatsApp is the dominant communication channel (India, Latin America, parts of Europe and Africa), this unified approach means the primary channel is treated as a first-class citizen rather than a bolt-on, which affects conversion rates measurably.

What about pricing, rate limits, and the quality tier system?

Meta charges per conversation on the WhatsApp Business API, with pricing varying by region and conversation category (marketing, utility, authentication, service). Strkr passes those costs through at cost rather than marking them up, and the dashboard shows the per-conversation cost per campaign so the team sees the real spend. Meta also sets per-number daily rate limits based on quality tier (1K, 10K, 100K, unlimited messages per day), with the tier determined by signal mix including block rate and user feedback. The integration enforces the daily cap at the send layer, queues excess outbound for the next day, and surfaces the current tier on the sending profile with the signals that are moving it. The admin acts on tier-drop signals before Meta enforces a drop rather than after, and the bulk sending dashboard paces campaigns to respect both the rate limit and the quality-signal budget.

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