top of page
Scale Your Short-Term Rental Business

How to integrate Whatsapp for Business

Writer: Jhonatan GomezJhonatan Gomez

WhatsApp is now used by companies too. With more than 2 billion users worldwide, companies use WhatsApp for Business to reach customers, offer fast help, as well as improve responses. How can you add WhatsApp for Business to your work smoothly?


This guide shows you what to do. It explains how to set up the WhatsApp Business API, combine it with CRMs, chatbots, as well as automation tools. It helps business owners of any size adjust their customer talks.


What is WhatsApp for Business?


WhatsApp for Business is a version of WhatsApp built for companies. It lets companies:


  • Create automatic messages and short answers

  • Offer 24/7 customer assistance

  • Employ interactive message forms

  • Merge with CRMs, chatbots as well as online sale systems

  • Get details via reports and figures


There are two main ways businesses can use WhatsApp for Business:

  1. WhatsApp Business App – Best for small businesses

  2. WhatsApp Business API – Suitable for medium to large enterprises requiring automation and integrations


Why Should Businesses Integrate WhatsApp?


1. Improved Customer Engagement

90% of customers prefer messaging apps over traditional communication channels like emails and phone calls.

2. Faster Responses with Automation

Reduce response time with automated replies, chatbots, and AI-driven responses.

3. Secure and Encrypted Communication

WhatsApp offers end-to-end encryption, ensuring secure conversations with customers.

4. Integration with E-commerce & CRM

Sync WhatsApp with platforms like Shopify, WooCommerce, Salesforce, HubSpot, and Zoho CRM to manage leads, sales, and customer interactions seamlessly.

5. Global Reach & Cost Efficiency

Send messages to customers worldwide at a lower cost than SMS or traditional customer support solutions.


Step-by-Step Guide on How to Integrate WhatsApp for Business


Step 1: Choose the Right WhatsApp Business Solution

Feature

WhatsApp Business App

WhatsApp Business API

Best for

Small businesses

Medium & large businesses

Cost

Free

Paid (via Business Solution Providers)

Automation

Limited

Fully automated

Integration

No third-party integrations

Integrates with CRM, chatbot, analytics

Multiple Users

Single device

Multiple users can access

If you only need basic features like quick replies and catalog listings, the WhatsApp Business App is sufficient. However, for automation, API integration is necessary.


Step 2: Set Up WhatsApp Business API

To integrate WhatsApp Business API, follow these steps:

  1. Apply for WhatsApp Business API via an official Business Solution Provider (BSP) like:

  2. Twilio

  3. 360dialog

  4. WATI

  5. Vonage

  6. Create a WhatsApp Business Account on Facebook Business Manager.

  7. Verify your business phone number (must be unique and not linked to an existing WhatsApp account).

  8. Approve message templates (WhatsApp requires pre-approved templates for outbound messages).

  9. Integrate API with a chatbot, CRM, or automation tools.


Step 3: Integrate WhatsApp with CRM & Chatbots

To improve efficiency, integrate WhatsApp with Customer Relationship Management (CRM) software and chatbots.

  1. CRM Integration

  2. Salesforce: Manage customer conversations and track leads.

  3. HubSpot: Automate customer interactions and nurture leads.

  4. Zoho CRM: Sync customer data for personalized engagement.

  5. Chatbot Integration

  6. Dialogflow (Google AI)

  7. Chatfuel

  8. ManyChat

  9. BotPress

These integrations enhance automation, reducing manual responses and improving customer satisfaction.


Step 4: Automate Customer Communication

  • Set Up Automated Messages

    • Greeting Messages: Automatically welcome new customers.

    • Away Messages: Inform customers when agents are unavailable.

    • Quick Replies: Provide instant answers to common questions.

  • Enable WhatsApp Chatbots

    • Use AI chatbots to handle FAQs, book appointments, and process orders.

  • Use Message Templates

    • Send pre-approved templates for appointment confirmations, reminders, and updates.


Step 5: Integrate WhatsApp with E-commerce Platforms

Connect WhatsApp with e-commerce platforms like:

Shopify – Use WhatsApp for abandoned cart recovery, order updates, and customer service.


WooCommerce – Automate order tracking and customer queries.

Magento – Offer real-time customer support via WhatsApp.

Many third-party tools like WATI, Zoko, and Trengo enable smooth e-commerce integration.


Conclusion


Integrating WhatsApp for Business is essential for businesses looking to provide fast, automated, and efficient customer service. Whether you are a small business using the WhatsApp Business App or a large enterprise integrating WhatsApp API, the benefits of real-time engagement are undeniable.


By connecting WhatsApp with CRMs, chatbots, and e-commerce platforms, businesses can streamline communication, boost sales, and enhance customer satisfaction. Start integrating WhatsApp today and transform your customer support strategy.

Comentários


bottom of page