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Home › Integrations › Connect Freshsales CRM to WhatsApp API
WhatsApp API · Freshsales Integration · WA.Expert

🔗 Connect Freshsales CRM to WhatsApp API
Connect Freshsales to WhatsApp API

Freshsales is Freshworks' CRM used widely by Indian SaaS, IT services, and B2B companies. Connecting it to WhatsApp via WA.Expert enables instant WhatsApp messages when leads move stages, deals close, and tasks are assigned — replacing manual follow-up calls and email sequences with immediate WhatsApp touchpoints.

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What you can automate

What this integration enables

📊 Lead stage change → WhatsApp

When a lead moves from 'New' to 'Contacted' or 'Demo Scheduled' — auto-send a WhatsApp confirmation. Keeps leads warm without manual follow-up.

🎉 Deal closed → WhatsApp

When a deal is marked 'Won' — auto-send a welcome message to the new customer. First impression of your onboarding.

📅 Task reminder

When a task is due in Freshsales — auto-WhatsApp the assigned sales rep. Replaces email task notifications.

📋 Follow-up sequences

Trigger a multi-message WhatsApp drip sequence when a contact enters a specific stage. Replaces email nurture sequences with higher-engagement WhatsApp.

🔔 Inactivity alert

Contact hasn't been touched in 7 days — auto-alert to assigned rep via WhatsApp. Prevents leads from going cold silently.

📥 Inbound WhatsApp → Freshsales

When a customer messages your WhatsApp number — auto-create a contact in Freshsales with the conversation link. CRM always up to date.

Setup guide

How to connect Freshsales to WA.Expert

// Freshsales webhook body example { "to": "{{lead.phone}}", "template_name": "lead_stage_update", "language_code": "en", "variables": [ "{{lead.first_name}}", "{{deal.name}}", "{{lead.owner.name}}" ] }
FAQ

Common questions

Does WA.Expert have a native Freshsales integration or does it need webhooks?
WA.Expert connects to Freshsales primarily via webhooks — Freshsales fires the webhook on automation triggers, WA.Expert receives and sends the WhatsApp message. There is no point-and-click native integration for Freshsales specifically, but webhook setup takes 15–20 minutes and is documented step-by-step in WA.Expert's integration library. For a no-code option, use Zapier or Make (Integromat) as the connector between Freshsales and WA.Expert.
Can I sync inbound WhatsApp messages back to Freshsales?
Yes — WA.Expert's webhook fires when a customer replies to your WhatsApp. Set up a Freshsales webhook receiver that creates/updates the contact and logs the conversation note. This keeps your Freshsales CRM updated with WhatsApp conversation history. WA.Expert's conversation ID is included in all outbound webhook payloads for cross-referencing.
What is the difference between connecting Freshsales vs Zoho CRM to WhatsApp?
Both require webhook configuration. Freshsales has a more straightforward automation builder for webhooks. Zoho CRM has a more complex but more powerful workflow engine. If you're already on Freshsales, the webhook approach in this guide is the fastest path. If you're evaluating CRMs specifically for WhatsApp integration, Zoho CRM has deeper native webhook support and a Deluge scripting layer for complex automation logic.

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WhatsApp Zoho CRM Integration

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WA.Expert API Guide

Full API reference for sending templates programmatically.

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Connect Freshsales to WhatsApp in 20 minutes

WA.Expert's webhook API accepts Freshsales automation payloads. Full documentation in your dashboard.

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