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Jeddah, KSA
TechXellent

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Sales & Customer Communication

WhatsApp Business & CRM Integration

Set up WhatsApp Business API properly โ€” with automated responses, lead capture, and full CRM integration. Every conversation tracked, every lead followed up, no business lost.

What We Deliver

Complete WhatsApp Business API setup with CRM integration โ€” from API registration to live sales automation.

WhatsApp Business API Setup

Official WhatsApp Business API account setup through a verified BSP (Business Solution Provider) โ€” includes number verification, business profile, and API access configuration.

Automated Replies & Chatbots

Build automated reply flows for common inquiries โ€” pricing, availability, booking requests, and FAQs โ€” so your team focuses on hot leads, not repetitive questions.

CRM Integration (HubSpot & Others)

Connect WhatsApp conversations directly into your CRM โ€” every message logged against a contact, lead status updated automatically, and follow-up tasks created.

Lead Capture & Pipeline Setup

Configure lead capture forms, WhatsApp click-to-chat buttons, and website widgets that feed new contacts directly into your sales pipeline.

Team Inbox & Assignment

Multi-agent WhatsApp inbox so your sales team manages all conversations from one dashboard โ€” with assignment rules, SLA tracking, and conversation history.

Broadcast & Campaign Setup

Configured WhatsApp broadcast lists and campaign templates for promotions, follow-ups, and appointment reminders โ€” compliant with WhatsApp's message template policy.

How It Helps Your Business

01

Zero Lost Leads

Every WhatsApp inquiry captured in your CRM โ€” no more messages forgotten in a personal phone, no follow-ups missed, no deals lost to disorganization.

02

Faster Response = More Sales

Automated instant replies acknowledge every inquiry immediately โ€” even outside business hours. Speed is the biggest sales advantage for Saudi SMEs.

03

Complete Conversation History

Every WhatsApp conversation logged against the customer record in your CRM โ€” your sales team has full context before every call.

Platform Integrations

We connect WhatsApp to the systems your business already runs on โ€” so every conversation feeds directly into your sales and operations workflow.

WhatsApp โ†’ HubSpot

Full HubSpot integration โ€” conversations logged, leads created, and follow-up tasks assigned automatically.

WhatsApp โ†’ Custom CRM

API-based integration with your existing CRM or custom-built system โ€” contact sync, conversation logging, and pipeline automation.

WhatsApp โ†’ Foodics

Order inquiries and reservation requests from WhatsApp routed into your Foodics system.

Website โ†’ WhatsApp

Click-to-chat buttons and contact forms that open WhatsApp conversations directly.

WhatsApp โ†’ ERP

Customer requests and order confirmations from WhatsApp linked to ERP records for seamless operations.

Our Implementation Approach

Six structured phases โ€” from account audit to live campaigns.

01

Account Audit

Review your current WhatsApp usage, CRM setup, and sales process to identify gaps and automation opportunities.

02

API & BSP Setup

Official WhatsApp Business API registration, BSP onboarding, number migration, and business profile verification.

03

Automation Design

Map your most common inquiries and design reply flows, quick response templates, and escalation rules.

04

CRM Integration

Connect WhatsApp to your CRM โ€” contact sync, conversation logging, and pipeline automation configured.

05

Team Training

Sales team onboarding on the shared inbox, CRM workflows, and broadcast campaign management.

06

Campaign Setup

First broadcast campaign configured, template messages approved, and analytics dashboard set up.

Ready to stop losing leads on WhatsApp?

Talk to our team about your WhatsApp and CRM setup. We will assess your current sales process, design the right automation flows, and get you live with a proper system.