Integration: WhatsApp

A CRM That Syncs With WhatsApp Business

Juicy Goosey connects to WhatsApp Business via the Meta Cloud API. Inbound and outbound messages log to CRM contacts in real time. Send template messages, reply inside the 24-hour window, run automation sequences, store voice notes and images against the deal, all in the CRM.

How The WhatsApp Integration Works

Four steps. About 10 minutes once Meta verification clears.

StepWhat Happens
1. ConnectMeta Business Manager plus WhatsApp Business Account.
2. Pick numberNew WhatsApp number or port an existing one.
3. Approve templatesMeta-approved templates for outbound outside the 24h window.
4. DoneEvery WhatsApp conversation threads on the contact record.

What You Get

Seven features once WhatsApp is connected.

Every Message Threaded

Text, voice notes, images, documents, all timestamped on the contact.

Send Templates From the CRM

Appointment confirmation, follow-up, review request, all approved.

Inbound Chat → Auto-Create Contact

First-time number turns into a CRM record automatically.

Pipeline Change → Template Fires

Deal moves to Proposal, WhatsApp template goes out.

Voice Note Transcription

Optional, searchable, stored on the contact.

24-Hour Window Awareness

UI warns you when you need a template vs a session message.

Opt-In Tracking

Which contacts gave WhatsApp opt-in, logged and timestamped.

Workflows This Unlocks

Appointment Reminder

24h and 1h before, template-compliant outside the care window.

Post-Service Review Request

Review link delivered to the channel people actually check.

Follow-Up on Unanswered Lead

3-day nudge via WhatsApp if the contact never got back to you.

Customer Care Live Chat

Team inbox, assign by language, owner or shift.

Wholesale Order Confirmation

Send PO as a PDF document via WhatsApp, logged to the contact.

WhatsApp vs SMS: When To Use Which

Run both via the CRM. Contact card shows which channels they prefer, automations pick the right one.

ScenarioWhatsAppSMS
International customersYesExpensive
Rich media (image, PDF, voice note)YesNo
Template messages outside a sessionYesYes
Cost per messageUsually cheaperVaries
DeliverabilityHighHigh
Customer preference (LatAm, SEA, Europe)StrongWeaker
Customer preference (US, Canada)GrowingDominant still

Built On Meta Cloud API, BSP-Friendly

  • Cloud API native integration, no BSP required to start
  • If you already use a BSP (360dialog, Twilio, MessageBird, Gupshup), we can connect through them
  • Keep your existing WhatsApp Business number

Compliance and Opt-In

Template Approval

Handled inside Meta Business Manager. We surface status in the CRM.

Opt-In Logged Per Contact

Timestamp and source captured automatically.

24-Hour Window Enforced

UI stops you from sending a session message outside the window.

Template Version History

Versioned when Meta re-approves them, rollback if a version fails.

Frequently Asked Questions

Connect WhatsApp In 10 Minutes.

Free 14-day trial. Meta Cloud API native. Massive advantage for international markets.

Start 14-Day Free Trial
14 days, no credit card