Turn Chats Into Revenue With BuzzTree’s WhatsApp and CRM Integration
Increase conversions by empowering your sales reps to leverage the power of seamless communication while chatting with prospects through WhatsApp-CRM integration.
Connect WhatsApp to CRM in Just 4 Simple Steps!
1
Subscribe to BuzzTree plan
2
Download BuzzTree chrome extension
3
Connect CRM from BuzzTree webapp UI
4
Authorize access to BuzzTree in CRM
Turbocharge Your Sales With Seamless Two-Way Data Sync
Effortlessly Sync WhatsApp Chats to CRM and Free Up Your SDRs’ Time!
Your SDRs are better off pitching, communicating, and researching clients than spending hours updating the data into CRM every week. Free-up their time so they can focus more on selling.
Leverage Auto-Sync and Manual Sync
Automatically sync WhatsApp chats with contacts, accounts, and deals in Salesforce. You can also control which chats you want to sync.
Enforce Sync Compliance
Set mandatory auto-sync of all chats from WhatsApp to CRM for sales managers based on your business needs.
One-on-One Chat and Group Chat Sync
Sync all WhatsApp messages between sales manager and contact from 1:1 chat and group chats to the CRM, enabling teams to get a comprehensive view of all communication. Use the chat search functionality to find information quickly, improving productivity.
Enrich Contact Cards
View all contact details directly in WhatsApp contact card. Customize WhatsApp contact cards with key fields SDRs use most!
Create New Contacts
Received a WhatsApp reply from a new prospect? You can create the contact in CRM from the WhatsApp web window without switching tabs. You can assign an account, fill in contact details such as the email ID, and job title.
Access Available Information to Move Your Sales Faster
View the latest notes, tasks, cases and opportunities on WhatsApp Web and create new entries in CRM without disrupting your chat.
Protecting Your Data Our Highest Priority!
Conducting regular internal audits and assessments to ensure compliance with GDPR requirements, including data minimization, lawful processing, and user consent management
Following clear and transparent privacy policies that help users to exercise their rights under GDPR, such as access, rectification, erasure, and data portability
Strictly adhering to the principle of “Privacy by Default,” ensuring data protection is integrated into all our systems, processes, and services from the ground up
Designing applications with robust security controls to protect sensitive data, ensuring confidentiality, integrity, and availability
Ensuring all personal data is encrypted, and access is strictly limited to authorized personnel