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How to connect WhatsApp to Close.io

Posted: Sat Dec 28, 2024 9:14 am
by Sticking
In this article, we will explain how your business can connect WhatsApp to Close.io, using the Callbell API .
To continue, you must have a Callbell account and a Close.io account .

WhatsApp <--> Close.io
What is Close.io?
Is a CRM based in the cloud that focuses on the automation how to use the rcs database for direct marketing and management of the entire sales process of a company. In this tool we can save the data of potential customers until it makes the sale. One of the main advantages of this platform is that it gathers the data of potential customers automatically. In addition, it integrates and allows to make emails automatically.

With this tool you will be able to make calls, record them and develop your business. The way in which the information is organized is a plus.

WhatsApp <--> Close.io
What is Callbell?
Callbell is a SaaS platform focused on communication between companies and customers through messaging applications . It is a collaborative chat tool to which companies can associate their Facebook page , a WhatsApp account via the WhatsApp Business API , Instagram business and Telegram , in order to centralize support channels and offer a better experience to the end customer. All in a single centralized solution.
How to Integrate WhatsApp with Close.io – Main Method
If you haven't already, you should do this first:
1) Create an account on Callbell and integrate WhatsApp

2) Create an account on Close.io .

Once that's done, you can start using the Callbell API documentation to connect your WhatsApp Business account to Close.io according to your needs.

One of the most common use cases for companies that want to connect WhatsApp with Close.io is contact management and synchronization. This is possible thanks to the section of the Callbell API documentation dedicated to contacts.

It will thus be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of Close.io (and vice versa).