WhatsApp Messaging
Integration
Send updates, manage conversations, trigger automated messages, and track message history directly inside the CRM. Provider-based delivery, CRM-linked chat context, templates, inbox handling, and workflow automation in one connected messaging layer.
A Structured Messaging System.
Send messages from CRM screens, manage conversation threads, resolve contacts automatically, and keep message history tied to the actual business record behind the chat.
Send WhatsApp messages from bookings, itineraries, vouchers, and dedicated send screens. No copy-paste into external apps. Messages stay tied to CRM records.
Incoming and outgoing messages organized by conversation. Open threads, see message direction and status, continue chats. Phone numbers mapped back to CRM leads and customers.
Select existing leads or customers and the CRM resolves the phone number automatically. Reduces errors and keeps messages tied to actual CRM records.
Messages from the provider received and stored inside the CRM inbox automatically. Sender number, text, provider details, and external reference all captured for real conversation threads.
Central Control.
Messages routed through configured provider integrations. One can be marked default. Provider credentials and integration settings managed centrally through CRM Manager.
Direct WhatsApp sending with validation checks. Supports media messages including documents, images, video, and audio where the CRM provides usable media context.
Template-driven send path requiring a template ID. Suitable for structured WhatsApp notifications. One messaging workflow for users; provider differences handled in the delivery layer.
The CRM keeps one messaging workflow for users regardless of provider. Default provider routing, enable/disable controls, and provider-specific settings are all managed centrally.
Something Happened. Automatically.
The CRM sends messages because of workflow events, not only when a user remembers to send one manually. Templates with CRM placeholders keep messages personalized and consistent.
Not Just a Chat Tool.
Control which triggers are enabled per provider. Set predefined message text with CRM placeholders for names, quote numbers, booking numbers, amounts, and links.
Schedule WhatsApp, email, or combined follow-ups across lead creation, inactivity re-engagement, itinerary sending, payment receipt, pre-trip reminders, post-trip reviews, and referrals.
Messages can be queued, scheduled for later, retried on failure, and tracked for processing state. Not always instant, always controlled.
Send template text, public links, PDF links, or custom text. Major-updates-only safeguard available. Support number, embedded web URL, and payment WhatsApp settings all configurable.
Connected Across the Entire Journey.
PDFs and Links
Confirmations
Receipts
Updates
Sharing
Dispatch Logs
Every WhatsApp dispatch is logged with provider, trigger, send mode, phone number, update type, message text, request/response payload, send status, and error message. The business can review what was sent, through which provider, and why it failed when something goes wrong.
from CRM Screens
SMSala Providers
and Central Control
Contact Resolution
with Conversations
Capture
Templates
Event Triggers
Auto Follow-ups
Sharing Support
Dispatch Logs
Web Access
See WhatsApp Messaging in Action
Watch how Triplide turns WhatsApp into a managed business communication channel with inbox, triggers, templates, and automation connected to every CRM workflow.
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