WhatsApp integration · Messaging
Your customers are on WhatsApp. Your records should be too.
Indian businesses already run on WhatsApp — quotes, order confirmations, payment follow-ups, approvals. The problem is that none of it is recorded anywhere useful. We use the official WhatsApp Business Platform so messages are tied to customers, invoices and orders.
What it does
What the WhatsApp integration does
- Sends template messages — payment reminders, order confirmations, dispatch updates — from your business number.
- Logs customer replies against the relevant customer, quote or invoice.
- Sends internal alerts and approval requests to owners and managers.
- Captures inbound enquiries from WhatsApp into the CRM.
What data can sync
| Data | Direction | Includes |
|---|---|---|
| Outgoing notifications | Writes to | Reminders, confirmations, updates using approved templates |
| Incoming customer messages | Reads from | Replies and new enquiries on your business number |
| Delivery & read status | Reads from | Whether a reminder was delivered and read |
| Documents | Writes to | Invoice or quotation PDFs attached to messages |
Workflows
What becomes possible
Example workflows businesses run once WhatsApp is connected. Each is configured to your process during implementation.
Payment reminder sequence
- 3 days before due: friendly reminder with invoice PDF
- On due date: reminder with payment details
- 15 days overdue: salesperson alerted to call
- Payment recorded: thank-you message; sequence stops
Quotation follow-up
- Quote sent on WhatsApp from template
- No reply in 3 days: follow-up task for salesperson
- Customer replies “OK, confirm”: order draft created for review
Owner approvals
- Discount above limit requested
- Owner receives approval request with customer history
- Approval recorded; salesperson notified
Who it's for
Who finds this useful
- Collections
- Consistent reminders without someone sending them manually.
- Sales teams
- Quotes and follow-ups are recorded against the customer, not a personal phone.
- Owners
- Approvals arrive with context and are logged.
How it connects
Integration uses Meta's official WhatsApp Business Platform (Cloud API) on a phone number registered to your business. Unofficial automation of personal WhatsApp accounts is not used — it risks your number being banned.
Implementation considerations
- Business-initiated messages must use templates approved by Meta, and recipients should have opted in to receive them.
- Meta charges per-conversation or per-message fees, billed separately from our platform.
- A number used on the WhatsApp Business Platform cannot simultaneously be used in the regular WhatsApp app in the same way; many businesses use a dedicated number for automated messages.
- Free-form replies are possible within the customer service window after a customer messages you.
Exact scope, sync frequency and write-back permissions are confirmed for your setup during the business audit.
Related
Modules that use this integration
- Sales & CRMEvery enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
- Finance & CollectionsKnow exactly who owes you money, what is overdue and what needs attention today.
- Workflow AutomationApprovals, reminders and hand-offs that happen on their own — with a record of who did what.
- Quotations, Orders & InvoicingFrom quotation to dispatch to invoice without typing the same order three times — and invoices still post to Tally.
Industries
- DistributorsDealer orders, credit limits, schemes and collections in one place — so growth doesn't mean more outstanding.
- TradersFast quotations, margin per deal, stock across godowns and tight credit control for high-volume trading.
- Service businessesProjects, milestones, timesheets and billing connected — so work done becomes money collected, faster.
Product names are trademarks of their respective owners and are listed only to describe compatibility. No partnership or endorsement is implied.
FAQ
WhatsApp integration FAQs
Can we keep using WhatsApp on our phones?
Yes. Staff can continue using WhatsApp as they do today. Automated messages are sent from a separate business number on the WhatsApp Business Platform.
Are there WhatsApp charges?
Yes. Meta charges for messages on the WhatsApp Business Platform based on its current pricing model. These are billed by Meta or its providers, not by us.
Will customers find reminders annoying?
Reminder frequency and tone are configurable per customer group, and reminders stop automatically once payment is recorded.
See what connecting WhatsApp would change in your business.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.