Auto Conversation Sync
Two-way sync keeps contact records, conversation history, and tags aligned without manual updates.
CRM Integration
WhatsApp meets your CRM.
Connect WhatsApp customer conversations with your CRM using Smart Integrations, API v2, webhooks, and workflow actions — keep data and follow-ups connected.
Two-way syncSmart IntegrationsWebhooksAPI v2
2-wayConversation syncLive with your CRM
API v2Webhook coverageFull event surface
4Channels syncedOne record per contact
0Data residency feesYou stay in control
What you get
Conversation context, right where you work
Bring every WhatsApp, Instagram, Messenger, and Telegram conversation into your CRM record, with history, ownership, and follow-up actions in sync.
Lead Tracking
Tag new leads automatically, route them to the right pipeline, and trigger CRM workflows from inbound messages.
Centralized Contact Data
One record per contact, with consent, source channel, ownership, and conversation history attached.
Sales Workflow Automation
Trigger CRM automations from chat replies, webhooks, or Greenbubble flow steps.
Team Collaboration
See who in your team owns the conversation, what they sent, and the next action in the CRM.
Pipeline Analytics
Measure reply rates, conversion, and pipeline movement by channel, segment, or campaign source.
How it works
Connect, sync, and act
- 01
Connect Your CRM
Authorize the Smart Integration for HubSpot, Salesforce, Zoho, Pipedrive, or a custom API.
- 02
Map Your Fields
Match Greenbubble fields to your CRM properties once, with preview and validation.
- 03
Sync Automatically
Conversations, contacts, and tags flow in real time. Webhooks fire on every relevant event.
- 04
Close Deals Faster
Reply from the shared inbox, watch the CRM update, and route the next action automatically.
Use cases
CRM-connected teams ship faster
🏠
Real Estate
Lead → Listing Match
2x faster first reply
🎓
Education
Inquiry → Counselor
Higher enrollment
🛒
Commerce
Order → Support
Fewer refund tickets
💼
B2B Services
Demo → Deal
Shorter sales cycle
FAQ
CRM integration questions
Short answers about syncing WhatsApp conversations with your CRM.
Which CRMs does Greenbubble integrate with out of the box?
Greenbubble ships Smart Integrations for HubSpot, Salesforce, Zoho, Pipedrive, and others, plus a fully documented API v2 and webhooks for custom CRMs.
Is the sync two-way?
Yes. Updates made in your CRM reflect in Greenbubble and vice versa, including tags, contact fields, conversation history, and ownership.
Where is customer data stored?
Customer data is stored in your Greenbubble workspace. The integration sends only the fields you map, and you control what is synchronized.
Can I trigger CRM automations from a chatbot flow?
Yes. Any Greenbubble flow step can fire a webhook, update a CRM record, or kick off a CRM automation based on the conversation.
Do I need a developer to set up the integration?
Most teams use the Smart Integration wizard. For custom CRMs or advanced mappings, our onboarding team can help with the field mapping and webhook setup.
Ready when you are
Connect WhatsApp to your CRM today.
Start free, authorize the integration, and start syncing conversations, contacts, and tags.