WhatsApp for Close

Every WhatsApp message you send or get shows up on the lead in Close. Reps keep using WhatsApp as usual.

See it in the Close directory See the setup

WhatsApp by Appstronauts · by Appstronauts

How do you connect WhatsApp to Close?

Link your WhatsApp, connect your Close workspace, and messages start syncing. Sent and received messages land as activities on the matching lead, with a link back to the chat. A new number that messages you becomes a new lead and contact.

WhatsApp: Your WhatsApp, linked from Linked devices on your phone, like WhatsApp Web.
Lands in Close: The lead, as activities on its timeline
You need: A Close workspace where you can connect apps. WhatsApp on your phone with the chats your reps use.
Price: Ask us for current pricing.

What it does in Close

Both sides of the chat

Sent and received messages are logged with the time, the sender and the message they replied to.

New leads from new numbers

When an unknown number messages you, a lead and contact are created. Known people are matched by phone number.

Files and voice notes

Photos, documents and voice notes are logged with their file names, so the timeline shows what was shared.

One click back to the chat

Each activity has a link that opens the WhatsApp conversation.

Set up WhatsApp for Close

A few minutes, done once by one person. Everyone else keeps using WhatsApp as usual.

Link your WhatsApp
Open the app and scan the code from Linked devices on your phone.
Connect Close
Sign in to Close and approve access for your workspace.
Let it run
New messages sync in the background. Open a lead in Close to see the conversation.

What it does not do

Better to know now than after you set it up. Need something else? Tell us.

Old chats are not imported. Sync starts with new messages.
It works with a linked WhatsApp number, not the WhatsApp Business API.

Questions

Something else? Ask us.

Where do WhatsApp messages show up in Close?

On the matching lead, as activities on its timeline, with a link that opens the chat in WhatsApp.

Do my reps need to change how they use WhatsApp?

No. They keep chatting on their phone. The sync runs in the background.

Is this part of my WhatSync account?

No. WhatsApp by Appstronauts is its own app with its own sign-in and billing, made by Appstronauts, the team behind WhatSync. Want your AI agent to read and answer your WhatsApp too? That is WhatSync.