WhatSync syncs every WhatsApp conversation inbound and outbound directly into your Close CRM timeline in real time. No manual logging, no copy-pasting, no switching between apps. Your reps keep using WhatsApp as they always do, and every message automatically appears as a native activity on the right lead.
Connect your WhatsApp account by scanning a QR code, link your Close workspace via OAuth, and messages start flowing in immediately. Setup takes under five minutes.
Feature Sections
Real-Time Two-Way Message Sync
Every WhatsApp message your team sends or receives is captured and logged to the Close timeline instantly. Text messages, images, documents, and voice message metadata all come through with full context — including timestamps, quoted replies, and sender details. Nothing falls through the cracks.
Automatic Lead and Contact Creation
When a new number messages you on WhatsApp, WhatSync creates a Lead and Contact in Close automatically. No inbound conversation goes untracked. For existing contacts, messages are matched by phone number including matches against custom fields so conversations always land on the right lead.
Zero Workflow Disruption
There's nothing for reps to learn or change. WhatSync runs in the background and syncs silently. Reps stay in WhatsApp, managers get full visibility in Close. Each activity includes a direct wa.me link so anyone on the team can jump into the WhatsApp conversation from the Close timeline with one click.
Media and Rich Message Support
Photos, documents, and other attachments sent over WhatsApp are captured with file names and metadata. Reply threading is preserved so you can see the full context of a conversation not just individual messages in isolation.
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