Conversation context
Link incoming business messages to the appropriate customer record and route them to the team responsible for the response.
WhatsApp Business PlatformAvailable on request
Email, SMS & Messaging · Integration services
WhatsApp Business Platform CRM Integration
Connect the official WhatsApp Business Platform with customer records and service workflows. Britixo scopes conversation routing, permitted messaging and delivery updates around your Meta account and business process.
- Purposeful data flows
- Defined access
- Practical delivery scope
Inside the connection
Link incoming business messages to the appropriate customer record and route them to the team responsible for the response.
Illustrative workflow · Availability confirmed during scoping
WhatsApp in your business
Connect the work.
Keep the context.
Start with a specific handover. These are integration workflows we can assess for your organisation, subject to the capabilities and access available in your account.
Message workflows
Assess approved messaging use cases, relevant templates and customer consent before configuring outbound actions.
Delivery visibility
Map supported delivery events and errors to the originating workflow so staff can review the outcome.
A connection with a clear scope
Built around your systems.
Reviewed before rollout.
This page covers the official Meta platform. Meta account setup, phone-number eligibility, template rules and applicable charges apply. Britixo’s QR-based WhatsApp module is a separate option.
View WhatsApp developer documentation ↗- Agree the records, events and direction of each data flow.
- Confirm account ownership, provider access and required permissions.
- Define validation, duplicate handling and the owner of exceptions.
- Test representative records before enabling the agreed production workflow.
From requirement to connection
A considered path to delivery.
Define the useful outcome
Show us the current process, the systems involved and the handover that needs to improve. We identify a practical first release.
Make the mapping explicit
Agree the fields, permissions, failure cases and acceptance checks. Validate representative records in the available test environment.
Give the workflow an owner
Plan rollout, monitoring and the response to provider changes. Document who operates the connection and resolves exceptions.
Before you connect
Clear answers.
A practical next step.
What can a WhatsApp integration connect?
Connect the official WhatsApp Business Platform with customer records and service workflows. Britixo scopes conversation routing, permitted messaging and delivery updates around your Meta account and business process.
Is this integration ready to activate immediately?
It is available on request. We first review your workflow, account access, provider capabilities and delivery scope. Any development, configuration and commercial terms are agreed before implementation.
What should we prepare for a WhatsApp integration?
This page covers the official Meta platform. Meta account setup, phone-number eligibility, template rules and applicable charges apply. Britixo’s QR-based WhatsApp module is a separate option.
Does the 14-day trial include third-party integration development?
The free trial is for the Britixo CRM workspace and requires no billing details. Integration implementation, third-party subscriptions and usage charges are assessed separately for your requirements.
Explore the wider connection
Part of your business ecosystem.
Combine the right applications with a Britixo CRM module or explore more email, sms & messaging integrations.
Start with the workspace. Build the connection.
Get started free.
Try Britixo CRM for 14 days.
Explore the workspace with no billing details required. Tell us which platforms need to work together and we’ll help define the right integration scope.
The trial covers Britixo CRM. Integration development, third-party licences and usage are scoped separately.
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