On the Pro, Max, Business plans and the free trial
Your WhatsApp conversations in your CRM
Connect SyncZap to Pipedrive, Pipefy, HubSpot, RD Station CRM, monday.com or ClickUp with your own token. Synced WhatsApp conversations become notes on the right record in your CRM.
How it works
Only the conversations you chose to sync in SyncZap are sent. Each conversation's messages are grouped into one record every 15 minutes, titled “WhatsApp · contact · time” with one line per message. Voice notes, photos and documents appear as a descriptive line, such as “[audio 0:42]”; the file is not sent to the CRM.
You connect with a token from your own CRM account. The token is stored encrypted and never shown again; the panel shows only its last 4 characters. If the CRM keeps rejecting the token, the integration pauses itself and the panel tells you.
Where conversations land in each CRM
Pipedrive
A note on the Pipedrive person and, if you turn the option on, also on their most recent open deal.
Finds the person by phone number. Can create the person when they don't exist, if you turn the option on.
Pipefy
A comment on the conversation's card, in the pipe you choose.
Finds the card by the phone field you pick. Can create the card (in the chosen phase) when it doesn't exist, if you turn the option on.
HubSpot
A WhatsApp communication on the contact's timeline. If the account doesn't accept that record, it becomes a note on the contact.
Finds the contact by phone number. Can create the contact when it doesn't exist, if you turn the option on.
RD Station CRM
An annotation on the contact's open deal.
Finds the contact by phone number and uses their open deal. Contacts without an open deal are left out and counted as skipped.
monday.com
An update on the conversation's item, on the board you choose.
Finds the item by the phone column you pick. Can create the item when it doesn't exist, if you turn the option on.
ClickUp
A comment on the conversation's task, in the list you choose.
Finds the task by the phone custom field, if you pick one. Can create the task when it doesn't exist, if you turn the option on.
Options of each connection
- Create the contact or record when it doesn't exist (off at first).
- Include the messages your team sent, not only the received ones.
- Include synced groups, in the CRMs with one record per conversation (Pipefy, monday.com and ClickUp; off at first).
Pipedrive, Pipefy, HubSpot, RD Station, monday.com and ClickUp are trademarks of their owners. SyncZap is not a partner or affiliate of these companies: the connection uses each one's public API with the token you provide. WhatsApp is a trademark of Meta Platforms, Inc.; SyncZap is not affiliated with WhatsApp or Meta.