Overview 

Attio is your CRM, the official system of record for your sales pipeline and customer data. For many global teams, WhatsApp is the primary channel for sales conversations. A proper integration connects this critical, informal communication channel to your formal CRM, creating a complete and compliant view of your entire sales process.

The challenge is that WhatsApp is a massive data black hole for most businesses. Conversations live on individual reps' phones, making them invisible to managers and impossible to track. This creates a huge compliance risk and means valuable deal context is lost. The solution is to use a WhatsApp Business API provider, like Wax, to build a direct integration that captures and logs every message in your CRM.

Our Approach 

We use a WhatsApp Business API provider (like Wax) to build a secure connection that automatically syncs your team's WhatsApp messages to the correct records in Attio.

• Real-time Message Logging: The moment a sales rep sends or receives a WhatsApp message from a customer, that message is automatically logged as an activity on the corresponding contact's record in Attio, creating a perfect, time-stamped history.

• Centralized Team Visibility: By syncing all conversations to the CRM, any team member with access to the Attio record can see the full WhatsApp history. This enables smooth handovers between reps or to customer support, providing full context.

• Automate Actions from Messages: Use message content to drive your sales process. When a prospect confirms they are "ready to sign," automatically update their deal stage in Attio and notify the finance team.

• Ensure Compliance and Visibility: Eliminate the "black hole" of mobile messaging. Create a complete, auditable record of all business communications, providing managers with full visibility into rep activity and ensuring compliance with company policies.

Proven Results 

This is an essential integration for any sales team operating in regions where WhatsApp is dominant. It solves a massive visibility and compliance problem, eliminates the need for reps to manually log their most frequent activity, and ensures that no deal context is ever lost when a team member is on vacation or leaves the company.