WhatsApp integration
Leads delivered to WhatsApp for you and your crew.
If your team lives in WhatsApp, leads arrive there with the caller, the job, and the address, ready to action from your pocket.
What lands in WhatsApp
- Leads to WhatsApp
- Share with the crew
- Full details and address
- Great for the field
Connect it from your dashboard: hit the plus, choose WhatsApp, connect.
How the WhatsApp integration works
Connect WhatsApp once from your dashboard. From then on, every call the front desk answers becomes a record in WhatsApp the moment the caller hangs up: their name, the number they want called back on, what they need, how urgent it is, and the recording. Your team works the lead in WhatsApp the way they already do, and nothing is copied across by hand.
If WhatsApp is down or the connection drops, the lead is still emailed and texted to you, and re-sent to WhatsApp when it is back. You never lose a caller to an outage on someone else's side.
What you set up, and what you do not
You connect WhatsApp once and choose which of your team gets the alert. That is the whole setup. You do not map fields, write rules, or keep a second list in sync. The front desk already asks the questions WhatsApp needs answered, because they are the same questions a good receptionist asks: who is calling, how to reach them, where the job is, what is wrong, and how soon they need it.
Connect the rest of your stack
Jobber
Send every captured lead into Jobber as a new client and request.
STServiceTitan
Turn after-hours and overflow calls into ServiceTitan leads.
HcHousecall Pro
New callers become Housecall Pro customers and jobs.
KcKaamCam
Pipe captured leads straight into KaamCam.
SfSalesforce
Every caller becomes a Salesforce lead, instantly.
HsHubSpot
New inbound calls land as HubSpot contacts and deals.