WhatsApp Business API
Two-way WhatsApp in your CRM with templates, automated replies, and a full message history per contact.
Service
Every channel wired into one system
Your customers reach you across WhatsApp, phone, email, and forms — but your team has to check five tools to keep up. We connect each channel into your CRM or platform, so everything lands in one timeline.
What it is
Business Integrations in plain terms
An integration connects two systems so data flows between them without copy-paste. We specialise in the channels businesses actually live on: WhatsApp messages, phone calls over IP, payments, and the third-party APIs your industry depends on.
The result is simple to describe and hard to build well: a customer message arrives, a record opens in your CRM, the right person is notified, and the whole conversation is filed against that customer.
What's included
Everything that comes with the work
IP telephony
Calls, recordings, and click-to-call linked to customer records so nobody asks 'who was that?'
Payment gateways
Invoices and payments synced — Stripe, Razorpay, or your gateway — with status reflected in the CRM.
Third-party APIs
Shipping, ERP, email, or industry tools connected through clean, tested integrations.
Central activity feed
Every channel's events shown on one timeline against the right customer or job.
How we deliver
A simple path from start to launch
- 01
Audit the channels
We list every place customers reach you and where that data currently dies.
- 02
Pick the integrations
We prioritise by volume and pain — WhatsApp and payments almost always lead.
- 03
Wire and test
Each integration is built against real accounts and tested with your live scenarios.
- 04
Roll out to the team
We train the team and monitor message and payment flows in production.
What you get
The outcome, not the process
No more tool-hopping
Staff work from one screen instead of five tabs.
Nothing slips through
Every message and call is filed, so follow-ups are never lost.
Data that agrees
Two systems stop arguing about the same customer.
Common questions
Straight answers
Can you connect WhatsApp to our CRM properly?
Yes, through the official WhatsApp Business API — real two-way messaging with message templates, not a hack. It works inside Perfex CRM and other platforms.
Do integrations need a lot of maintenance?
APIs change occasionally. We monitor the ones we build and patch them under your maintenance plan, so they keep working quietly.
We already use Zapier — why build custom?
Zapier is great for light glue. When you need two-way sync, error handling, or data mapped into custom CRM fields, a purpose-built integration is more reliable and cheaper at volume.
Let's build this for you.
Tell us where your team is stuck — we'll scope the right fix, honestly.
Book a free consultation