WhatsApp CRM for lead follow-up
Capture. Connect. Convert.
Buyers expect WhatsApp. C2A connects WhatsApp Business API in Connect for inbox and messaging, and reps can still open click-to-chat from a lead card on mobile.
The problem
Teams message on WhatsApp without CRM context, so notes and ownership disappear.
How C2A solves it
Treat C2A as the system of record for capture and assignment. Message from Connect via WhatsApp Business API, or open click-to-chat from a lead card on mobile — with source, notes and status beside the conversation.
Workflow
- Capture the lead — Import from Meta, Google, RCS, portals or forms into C2A.
- Assign an owner — Give a salesperson clear responsibility.
- Message on WhatsApp — Use Connect inbox or mobile click-to-WhatsApp from the lead card.
Key features
- Click-to-WhatsApp (mobile) — Open a chat from the lead card.
- Lead context beside the chat — See source, notes and status before you message.
- WhatsApp API — Live in Connect — inbox and messaging.
Benefits
- Faster human replies without losing CRM discipline
- WhatsApp Business API and mobile chat in one CRM trail
Integrations status
- Click-to-WhatsApp (mobile) Live — Manual follow-up from lead cards.
- WhatsApp Business API Live — Configure in Connect.
Frequently asked questions
Is WhatsApp API available?
Yes. WhatsApp Business API is live in C2A Connect. Mobile click-to-WhatsApp is also available.
Can C2A help with lead follow-up on WhatsApp?
Yes. Staff can open WhatsApp from a lead on mobile while tracking status in C2A.
Explore related pages
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Connect your live channels, assign your sales team, and follow up from one CRM.