WhatsApp integration

    Connect WhatsApp to your CRM in a few minutes

    Link the WhatsApp Business number your clients already use. No new number, no app to retrain your team on.

    Keep the number your clients already know
    One connection included per user seat
    Unknown numbers become attributed leads
    Works alongside email, calls and portals

    What the integration actually handles

    Everything you need to excel, built into one seamless experience

    Connect an existing number

    Link the WhatsApp Business number already printed on your listings and business cards. Nothing changes for the client — the same conversation thread continues, and history from that point forward is captured on the CRM record automatically.

    Automatic contact matching

    Incoming messages are matched to an existing contact by number. When there is no match, the CRM creates a lead with the source, the first message and any referral context attached, so you never lose attribution on an enquiry that arrived by chat rather than a form.

    Multiple numbers, one client

    Buyers routinely message from a second handset or a partner's phone. Additional numbers can be merged onto a single contact so the timeline stays coherent instead of fragmenting into three half-conversations across three records.

    Group chats attributed properly

    Deal groups with a buyer, a vendor and two agents are common in practice and messy in most CRMs. Group threads can be attached to the deal or property they concern, with participants resolved to their contact records where they exist.

    Access follows your roles

    Who can read which conversations follows the same role and team rules as the rest of the CRM. An agent sees their own clients; a manager sees the team's. Nothing is exposed by connecting a line that would not already be visible on the record.

    One timeline across channels

    WhatsApp sits beside email, calls, viewings and documents on the same contact, so the question 'what has actually happened with this buyer' has one answer instead of four systems to check.

    Why WhatsApp Integrations Get Abandoned

    Turn your biggest challenges into competitive advantages

    Integrations that force a new number

    Connect the number clients already message — no reprinting, no re-educating clients.

    Chat enquiries arrive with no source attribution

    Unknown numbers create a lead carrying the first message and referral context.

    One client, three records, three partial histories

    Merge additional numbers onto a single contact so the timeline stays whole.

    Agents abandon tools that change their habits

    They keep using WhatsApp exactly as before; capture happens behind the scenes.

    Most WhatsApp integrations ask you to change something about how your team already works — a new number, a separate inbox app, a web widget nobody clicks. That is why they get abandoned within a month. This one connects the number your clients already message. Agents keep using WhatsApp the way they always have; the difference is that the business now has the record. Setup takes a few minutes per line, and because every active user seat includes a connection, there is usually nothing extra to buy before you start.

    Integrating WhatsApp with a CRM means two systems agreeing on identity: the CRM has to recognise that the number messaging you belongs to an existing contact, and it has to write the conversation back onto that contact's timeline. Where integrations go wrong is at the edges — an unknown number, a client messaging from a second phone, two agents in the same group chat. Those cases are handled explicitly here: unknown numbers create a lead with full attribution rather than floating loose, second numbers can be merged onto one contact, and group chats are attributed to the property or deal being discussed.

    More in the communication suite

    Explore more ways to grow your business

    Ready to Get Started?

    Join 500+ agencies worldwide already using RealEstateCRM

    The complete platform, not a limited tier
    3,000 AI credits included
    Import your real data and test your workflow
    Cancel any time before it converts