Collection
Integrating Wati & CRMs
22 articles
How to integrate Wati with Bitrix24
The Wati Bitrix24 integration allows businesses to communicate seamlessly with customers via WhatsApp directly within the Bitrix24 CRM platform. With this integration, you can: - Send WhatsApp campaigns using META-approved templates. - Respond to customer inquiries within Bitrix2…
8 min read · Updated Oct 30, 2026
How to integrate Wati with Kylas CRM
Want to connect your Wati account with Kylas CRM? This step-by-step guide will walk you through the process, from installing the app in Kylas Marketplace to integrating Wati and setting up template messages. By the end, you'll be able to send personalized WhatsApp messages direct…
5 min read · Updated Oct 30, 2026
How to integrate Wati with Superleap CRM
Integrate Superleap CRM with Wati to manage WhatsApp communication directly from your CRM. Once connected, you can send WhatsApp template messages, receive replies, and track message statuses without switching between platforms. Instructions Prerequisites Before you start, make s…
4 min read · Updated Oct 30, 2026
Integrating HubSpot
How to enable automated conversation logging in HubSpot
This guide explains how to automatically log WhatsApp conversations from Wati into HubSpot. Once set up, every conversation appears in the contact’s Activity Timeline with details like conversation start and end times, AI-generated summaries, and action items as tasks. This makes…
3 min read · Updated Oct 30, 2026
How to sync contacts and set up lead routing between HubSpot and Wati
This guide walks you through integrating Wati with HubSpot to keep your contacts, properties, and lead ownership perfectly in sync. With our latest updates, you can enjoy fully automated, real-time, two-way contact sync and advanced lead routing, so your team can work efficiently…
8 min read · Updated Oct 30, 2026
Integrating Wati with HubSpot
Want to send automated WhatsApp messages directly from HubSpot? This guide shows you how to connect your HubSpot account with Wati to create WhatsApp workflows. You'll need a HubSpot Professional plan (or higher) and a Wati account with WhatsApp Business API access. Instructions…
4 min read · Updated Oct 30, 2026
Integrating Klaviyo
How to automatically add Klaviyo Contacts to Wati
Want to automatically add contacts from a Klaviyo form to Wati? While there's no direct plugin for this, you can achieve it using Klaviyo's new tool, Napkin.io. This guide walks you through setting up a Klaviyo flow that pushes new contact details to Napkin.io, which then creates…
3 min read · Updated Oct 30, 2026
Integrating Wati with Klaviyo
Connect Wati with Klaviyo to automate WhatsApp messaging and send chatbot data to Klaviyo. You can use this integration to trigger WhatsApp messages from Klaviyo flows or send information collected through Wati Chatbots to Klaviyo for segmentation and automation. Note: This integ…
5 min read · Updated Oct 30, 2026
Integrating LeadSquared
How to create WhatsApp message templates for LeadSquared
After setting up your Wati-LeadSquared integration, this guide shows you how to create WhatsApp message templates that work seamlessly with both platforms - Wati and LeadSquared. You'll learn proper formatting for media files, variables, and call-to-action buttons, plus important…
4 min read · Updated Oct 30, 2026
Integrating Wati with LeadSquared
Want to chat with your leads captured LeadSquared directly through WhatsApp? This guide shows you how to connect Wati (WhatsApp Business API) with LeadSquared CRM. You'll be able to send template messages, receive replies, and automatically create leads from WhatsApp conversation…
6 min read · Updated Oct 30, 2026
Integrating Salesforce
How to integrate Salesforce to Wati and automatically sync Contacts and Leads
Managing contacts across multiple platforms can be time-consuming. With the Salesforce integration, Wati automatically keeps your Contacts and Leads up to date without requiring manual imports. This guide walks you through setting up Salesforce → Wati synchronization, importing e…
12 min read · Updated Oct 30, 2026
Understanding Wati → Salesforce synchronization
Wati → Salesforce synchronization keeps your Salesforce records up to date whenever contacts are created or updated in Wati. The sync happens in real time and uses the field mapping configured during setup. This guide explains how Wati → Salesforce synchronization works, how cont…
5 min read · Updated Oct 30, 2026
Integrating Zoho
Automatically assign chats in Wati based on Lead Owner in Zoho CRM
Want to automatically assign incoming chats to the right sales owner in Wati? This guide shows you how to check if a user already exists in Zoho CRM and assign their chat to the correct Lead Owner. If the user is new, you can send them a welcome message instead. This setup helps…
6 min read · Updated Oct 30, 2026
How to automatically add Zoho Leads as Contacts in Wati
Want to add new leads from Zoho into Wati instantly? This guide will walk you through setting up automation in Zoho using Workflow Rules and a custom function. Once set up, any lead coming from sources like Facebook Leads or Instagram Ads will be automatically added as a contact…
4 min read · Updated Oct 30, 2026
How to fix Wati - Zoho Integration issues
Having trouble sending WhatsApp messages from Zoho CRM? This guide helps resolve common API configuration errors, including incorrect endpoint setup, token issues, and script problems. Follow these steps to get your integration working smoothly. Instructions Common Issues and Sol…
3 min read · Updated Oct 30, 2026
How to send Template Messages via Zoho CRM Workflows
Want to send automatic WhatsApp notifications when a new lead is created in Zoho CRM? This guide walks you through setting up a workflow rule using Wati’s WhatsApp integration. You’ll learn how to trigger template-based messages with dynamic variables (like names or meeting links…
3 min read · Updated Oct 30, 2026
How to set up WhatsApp Notifications in Zoho CRM using Wati
Want to receive WhatsApp message notifications directly in Zoho CRM? This guide walks you through linking your Wati account to Zoho CRM using webhooks, so you’ll get real-time notifications when you receive messages on your WhatsApp. Instructions Prerequisites Before you begin, e…
3 min read · Updated Oct 30, 2026
How to sync Wati Contact Attributes to Zoho CRM Leads or Contacts
Want to automatically update Zoho CRM contacts with WhatsApp conversation data from Wati? While our native plugin doesn't support this, you can easily set it up using Zoho Flow. This guide walks you through the no-code integration process step-by-step. Instructions Prerequisites…
3 min read · Updated Oct 30, 2026
How to use Wati's Team Inbox in Zoho CRM
Want to handle WhatsApp conversations without switching tabs? This guide walks you through setting up and using Wati’s Embedded Team Inbox in Zoho CRM. Once set up, you can chat with customers, send templates, and share media directly from your CRM. Instructions What you’ll need…
3 min read · Updated Oct 30, 2026
How to use multiple WhatsApp Business lines in the Zoho CRM widget
The Multiple WhatsApp Business Line Support feature in the Wati Zoho CRM widget lets you send template messages from any connected WhatsApp Business line without leaving Zoho CRM. When you select a business line, the widget automatically displays the templates available for that…
3 min read · Updated Oct 30, 2026
Integrating Wati with Zoho CRM: A Step by Step Guide
Want to connect WhatsApp messaging to your Zoho CRM? This guide walks you through installing Wati's native integration, setting up automated workflows, and syncing contacts between both platforms. Perfect for sales teams wanting to manage WhatsApp conversations directly in their…
7 min read · Updated Oct 30, 2026
Trigger Zoho Workflows to convert Wati Contacts to Zoho Leads
Want to send automated messages or run workflows in Zoho when someone messages your business on WhatsApp for the first time? This guide explains how to set up Zoho Flows with Wati so that new contacts from WhatsApp are added as Leads or Contacts in Zoho - and your workflows trigg…
4 min read · Updated Oct 30, 2026