WhatsApp Conversations Linked to Your YetiForce Records
Customers increasingly expect to reach businesses on WhatsApp. Without integration, those chats stay outside your CRM and out of view.
We connect the official WhatsApp Business Platform with YetiForce CRM so your team can message contacts and accounts, with all conversations stored on the related records.
The integration uses YetiForce's web service API and is built as a separate component, so it does not interfere with YetiForce's regular update packages.
What We Deliver
Messaging from Records
Chat with contacts and accounts inside YetiForce.
Message Templates
Approved templates for notifications.
Conversation Logging
Messages saved on the record history.
New Lead Creation
Unknown numbers create new leads.
Workflow Notifications
Send WhatsApp messages from YetiForce workflows.
HelpDesk Updates
Notify customers about ticket progress.
How It Works
WhatsApp Setup
We set up the WhatsApp Business Platform for your number.
API Connection
A connector links WhatsApp to YetiForce's API.
Configure Records
Conversations are linked to contacts, accounts and tickets.
Automate
Workflows send updates automatically.
Real-World Use Cases
Ticket Notifications
When a HelpDesk ticket is resolved, the customer gets a WhatsApp message.
Delivery Coordination
Operations teams confirm delivery times with customers on WhatsApp.
Sales Chats
Reps chat with leads and keep the history in YetiForce.
Why Choose Xirgosoft
- Customer chats visible to the whole team
- Faster response times
- Consistent customer communication
- Official, compliant WhatsApp integration
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does it affect YetiForce updates?
We build it as a separate component to minimize conflicts with official updates.
Is it the official WhatsApp API?
Yes, we use Meta's WhatsApp Business Platform.
Can HelpDesk tickets send WhatsApp updates?
Yes, using workflow triggers.
Can several agents use one number?
Yes. All chats are handled within YetiForce.
Connect WhatsApp with YetiForce CRM.
Talk to our experts today for a free consultation and quote.