What does WhatsApp CRM integration include?

It includes account setup, lead-to-conversation mapping, campaign workflows, follow-up automation, and team access inside the CRM.

Do we need technical help to integrate WhatsApp?

EazeLead provides onboarding support so non-technical teams can connect messaging workflows and start using the CRM faster.

Can WhatsApp integration work with existing leads?

Yes. Existing leads can be linked to WhatsApp conversations and campaigns once the integration and pipeline structure are configured.

Service

WhatsApp & Email Integration

We connect your WhatsApp Business API and email delivery service to EazeLead — fully configured, compliant, and ready to send campaigns from day one.

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Quick answer

EazeLead WhatsApp and email integration connects messaging channels to lead records, campaigns, follow-up automation, and pipeline tracking so sales teams stop losing context in personal chats.

What's included

WhatsApp Business API account connection and verification
Email sending integration and configuration
Email sender domain verification and authentication (SPF, DKIM)
Message template setup and API submission
Opt-in and opt-out flow configuration
Bounce and unsubscribe handling for email compliance
Test campaign to verify full end-to-end delivery

Who is this for?

Businesses that use WhatsApp as their primary sales channel
Teams running email campaigns for promotions or follow-ups
Companies that need email deliverability and WhatsApp compliance guidance
Businesses migrating WhatsApp conversations into a structured CRM

How it works

Account Verification

We guide you through verifying your WhatsApp Business account with Meta's Business Manager.

API Connection

Your WhatsApp Business API is connected to EazeLead securely.

Email Setup

We configure your email sender domain, SPF/DKIM authentication, and approved templates for reliable delivery.

Template Configuration

Pre-approved message templates are loaded into EazeLead and ready to use.

Test Campaign

A test campaign is run end-to-end to verify delivery, opt-out flows, and reporting.

Frequently asked questions

Common questions about WhatsApp and email integration with EazeLead.

Do I need a WhatsApp Business account before starting?

Yes, you need a WhatsApp Business account (not the regular WhatsApp Business app — the API version). If you don't have one, we'll guide you through the application process with Meta.

What email deliverability setup is required?

Email and WhatsApp requirements vary by provider and region. We help you prepare sender details, approved templates, opt-in flows, and opt-out handling so your campaigns are configured responsibly.

How long does the WhatsApp and email integration take?

WhatsApp API connection typically takes 2–3 business days. Email sender verification and template setup usually takes 1–3 business days depending on your domain provider.

What happens if a contact opts out of WhatsApp or email messages?

Opt-outs are captured automatically and the contact is marked in EazeLead so they will not receive future campaign messages. Opt-out records are permanently stored.

Can I send both WhatsApp and email campaigns from EazeLead after integration?

Yes. Once both are integrated, you can create, schedule, and track WhatsApp and email campaigns directly from your EazeLead dashboard.

Start sending on WhatsApp and email today

We handle the full setup — API connection, email authentication, and test campaigns.

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WhatsApp & Email feature How to choose a WhatsApp CRM Support & training