What the WhatsApp Integration Does:
- Connects your WhatsApp Business number to Leadzier
- Lets you send personalized 1-on-1 or bulk WhatsApp messages from the CRM
- Supports message templates with lead variables (e.g. {first_name}, {address})
- Allows you to view replies and manage conversations in the built-in messenger
- Tracks delivery, opens, clicks, and reply status
Why It Matters:
WhatsApp has a 98% open rate and is the #1 messaging app in dozens of countries. Whether you're confirming appointments, sending offers, or just checking in — Leadzier lets you do it all from one place. No switching apps. No lost conversations. No copy/paste.
Who It’s For:
- Service pros messaging with new homeowners or local leads
- Investors confirming appointments or following up with sellers
- International users who prefer WhatsApp over email or SMS
- Agencies managing conversations for multiple clients or brands
How It Works:
- Step 1: Go to Settings → Integrations → WhatsApp
- Step 2: Connect your WhatsApp Business account (via Meta)
- Step 3: Choose message templates or write custom outreach
- Step 4: Send messages from the lead profile or campaign action
- Step 5: Manage all replies and conversations from inside Leadzier
Bonus Features:
- Use WhatsApp alongside email and SMS in multi-touch campaigns
- Add quick replies and emojis to personalize your messaging
- Track response rates, read receipts, and conversion metrics
- Let leads reply instantly via their preferred messaging platform
- Maintain full message history with each lead — inside the CRM
