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WhatsApp Integration

Connect WhatsApp to your CRM, no API required

Your agent connects their own WhatsApp number with a QR code, just like WhatsApp Web. Chat from a Zoho, Bitrix24 or HubSpot record in one click and keep every inbound and outbound message logged in your CRM. No WhatsApp Business API application, template approval or monthly API fee.

✓ No credit card · ✓ No WhatsApp Business API · ✓ Set up in minutes

Why FlexInbox

When WhatsApp lives on an agent's phone, customers slip away

In most businesses WhatsApp conversations are scattered across agents' personal phones. The team cannot see them, the CRM does not know about them, and the history leaves with the phone. FlexInbox brings this chain into one flow.

✕ Without FlexInbox
  • The customer writes on WhatsApp, but the message stays on a single agent's personal phone and the team cannot see it.
  • The conversation is never logged in the CRM, customer history disappears with the phone, and nobody knows who handled what.
  • The same questions are answered by hand over and over, and after hours the customer is left without a reply.
  • When the number leaves with the agent, the customer relationship goes too, and response time and volume are never measured.
✓ With FlexInbox
  • One WhatsApp number is shared by several agents, and messages land in a single inbox the whole team can reach.
  • Every conversation is automatically linked to the right CRM record, history stays with the company even when an agent changes.
  • The AI agent answers frequent questions, responds even after hours, and hands off to a real agent when needed.
  • First-response time, message volume and agent performance are clearly visible in reports.

No WhatsApp Business API, ready in minutes

No complex application, template approval or per-number monthly API fee.

FlexInbox lets you connect your agent's existing WhatsApp number, just like WhatsApp Web, by scanning a QR code from the phone. This way you completely skip the WhatsApp Business API application process, template approvals and high message fees. You do not need a new number, you keep going with the number your customers already recognise.

Every message to the connected number appears in the panel instantly, and outbound messages sync one-to-one with your phone. Here is the key point: your customer sees no difference, everything that reaches them is the normal WhatsApp experience, only on your side it is now linked to your CRM and open to your whole team.

To connect a number, the agent simply opens "Linked Devices" in the WhatsApp settings on their phone and scans the QR code in the panel. If the connection drops, FlexInbox restores the session automatically so the conversation continues without interruption.

  • Connect via QR: The agent opens "Linked Devices" on their phone, scans the QR, and the number goes live in seconds.
  • Media and voice notes: Send and receive images, videos, PDFs, documents, location and voice notes.
  • Quotes, reactions, read receipts: Reply by quoting a message, add emoji reactions, and see the double-tick (delivered/read).
  • Shared number: Several agents use one number, and each message shows which agent sent it.
Capabilities

What can you do with WhatsApp?

All of it in one panel, without switching screens or leaving your CRM.

Media and voice notes

Send and receive images, videos, PDFs, documents, location and voice notes, just like normal WhatsApp.

Quotes, reactions, read receipts

Reply by quoting a message, add emoji reactions, and see delivered and read ticks.

Shared number, multi-user

Several agents use one number, and every outbound message shows who wrote it.

Ready-made templates

Save frequent replies, send them in one click, and give your team consistent wording.

Tags and assignment

Tag conversations, open or close them, assign to the right agent and track with the unread badge.

Automatic CRM records

When a message arrives from an unknown number, a record is created automatically in Zoho, Bitrix24 or HubSpot.

Setup

Live in 3 steps

No technical knowledge needed, you write no code.

1

Connect the number via QR

The agent opens "Linked Devices" on their phone and scans the QR in the panel, and the WhatsApp number goes live in minutes.

2

Choose your CRM

Authorize your Zoho, Bitrix24 or HubSpot account in one click, and your users arrive automatically as agents.

3

Chat and automate

Start messaging from the record card, and if you wish assign an AI agent to this line to enable auto-replies and follow-up messages.

ContactsLeadsDealsOpen Channels
WhatsApp with your CRM

Integrates natively with your existing CRM

You do not need to change your CRM, WhatsApp sits inside the system you already use through FlexInbox.

WhatsApp with Zoho CRM

Open a WhatsApp chat directly from inside Contacts, Leads and Deals records. When a message arrives from an unknown number, a Lead, Contact or Contact and Deal is created automatically, and owner sync keeps the responsible user up to date.

  • Live WhatsApp chat inside the record card
  • Automatic record creation and owner sync
  • Conversation history on the customer card

WhatsApp with Bitrix24

You map each WhatsApp number to an Open Line, messages land in Bitrix24's own interface, and bizproc automations are triggered. You chat through an embedded widget on the CRM detail tab.

  • WhatsApp through Open Lines
  • Embedded widget on the CRM detail tab
  • The AI bot also replies to Instagram, Facebook and web chats

WhatsApp with HubSpot

With a chat window embedded inside the Contact card, you talk to the customer over WhatsApp without leaving HubSpot. You connect your own number via QR, no Business API required.

  • Embedded live chat on the Contact card
  • Automatic contact matching
  • All conversation history in one place

WhatsApp integration, frequently asked questions

Do I need the WhatsApp Business API?

No. Your agent connects their own WhatsApp number via a QR code, just like WhatsApp Web. There is no extra API setup, application, template approval or per-number monthly API fee.

Will my number get banned?

FlexInbox mimics normal WhatsApp behavior and is not designed for bulk or spam sending. The risk is minimal in genuine customer conversations, but use that complies with WhatsApp policies is recommended.

Can several agents use the same number?

Yes. You can authorize one number for several agents and see who sent each outbound message. The number stays with the company, so history is not lost even if an agent leaves.

Does it work if I turn off my phone?

WhatsApp linked-device mode works for a short while, and for long outages the phone should come online occasionally. FlexInbox restores the session automatically.

Can I connect multiple WhatsApp numbers?

Yes. You can connect as many different WhatsApp numbers as the line count in your subscription and assign them to agents. Each line renews independently, monthly or yearly.

Are inbound messages logged in the CRM automatically?

Yes. When a message arrives from an unknown number, a record is created automatically in Zoho, Bitrix24 or HubSpot and the whole conversation is linked to it, so customer history stays in one place.

Connect WhatsApp to your CRM today

Connect your own number via QR, chat from the CRM record, and automate with an AI agent if you wish. No credit card and no WhatsApp Business API required.