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WhatsApp CRM

WhatsApp CRM - Centralized Contact Management & Real-Time Sync

Every person who messages your bot on WhatsApp, Telegram, Instagram, or Viber becomes a contact automatically - with name, language, profile photo, and conversation history captured from the first message. Connect HubSpot, Salesforce, or BigQuery with a single OAuth click, map fields the way your business needs, and keep every CRM system in sync. Export contacts to Excel, CSV, or JSON, import from your existing CRM to merge duplicates, and let conversation flows update CRM records in real time.

app.wexio.io/organisation/people
People Database
Features

Complete Contact & CRM Management for Omnichannel Teams

From automatic contact creation across WhatsApp, Telegram, and Instagram to enterprise-grade CRM sync with HubSpot and Salesforce - everything you need to build unified customer profiles and keep every system in harmony.

Automatic Contact Database

When someone messages your bot on any channel - WhatsApp, Telegram, Instagram, or Viber - they're instantly added as a contact. Name, username, language preference, profile photo, and first interaction date are captured automatically. No manual entry, no data gaps, no missed leads.

One-Click CRM Connections

Connect HubSpot, Salesforce, or BigQuery in seconds using secure OAuth authentication. Click Connect, log into your CRM, authorize access - done. No API keys to hunt down, no developer hours wasted on custom integrations. Your CRM is linked and syncing in under a minute.

Flexible Field Mapping

Map your CRM fields to Wexio contact fields exactly the way your business requires. Set sync direction per field - import only, export only, or bi-directional - so you control precisely how data flows between systems. Custom fields, standard fields, and calculated values all supported.

Export Anywhere

Download contacts as Excel spreadsheets, CSV files, or structured JSON for developer workflows. Push filtered segments to your CRM - all contacts, tagged groups, or custom filter results. Bulk exports run in the background so you never wait, and completed files are downloadable from your export history.

Import & Merge Intelligently

Pull contacts from your CRM into Wexio with automatic duplicate detection and intelligent merging. Existing contacts get their fields updated with the latest CRM data, while genuinely new contacts are created with full profiles. No duplicates, no data loss, no manual cleanup.

Complete Sync History & Audit Trail

Every sync operation is logged with full detail. See exactly what changed, when it happened, which fields were updated, and by which integration. Before-and-after views make troubleshooting instant, and exportable audit trails keep your compliance team confident.

Deep Dive

Master Your Contact Workflow

Explore each capability that makes Wexio People the complete contact management and CRM automation hub for growing businesses.

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Connect Your CRM in One Click
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Connect Your CRM in One Click

HubSpot, Salesforce, BigQuery - all available in one integration panel. Connect with a single OAuth click, monitor connection health, pause during migrations, and resume when you're ready. Your CRM stays in sync without the complexity.

Frequently asked questions about WhatsApp CRM

Wexio People is a built-in contact management system (CRM) for your messaging channels. It stores customer profiles, conversation history, custom fields, tags, and notes - all linked to their WhatsApp, Telegram, Instagram, and Viber conversations.

Ready to unify your contacts and CRM?

Join teams already using Wexio People to eliminate manual data entry, keep HubSpot and Salesforce in perfect sync, and build unified customer profiles across every messaging channel.