The foundation is already built. WhatsApp Cloud API integration, message store, and UI components are deployed and waiting. Soon you'll send and receive WhatsApp messages directly from SalesSheet - right alongside your calls, emails, and deal records. Be the first to know when WhatsApp messaging goes live.
WhatsApp message thread embedded directly in the contact timeline alongside emails and calls
Everything you need to run WhatsApp as a first-class sales channel, built directly into your CRM workflow.
Send and receive WhatsApp messages directly from any contact record in SalesSheet. No need to switch to your phone or open WhatsApp Web. Messages appear in the same conversation timeline as your calls and emails, giving you a complete picture of every interaction with a prospect. Reply from your desktop, tablet, or mobile app - whatever device you're on.
WhatsApp messages will sit alongside emails, call recordings, notes, and deal updates in a single chronological timeline. No more jumping between apps to piece together your last interaction with a contact. Whether you called them yesterday and WhatsApp-ed today, the full history lives on one screen. Context is never lost, and handoffs between team members are seamless.
The same AI that summarizes your calls and emails will process WhatsApp conversations too. Get automatic summaries of long message threads, suggested reply drafts, and sentiment analysis. Your AI assistant will surface key details from WhatsApp conversations when you're preparing for a call or updating a deal stage - no manual reading through message history required.
Link your WhatsApp Business account to SalesSheet through the official WhatsApp Cloud API. The setup takes just a few minutes - authenticate your business number, verify your account, and SalesSheet handles the rest. Your existing WhatsApp Business number works as-is, and messages flow directly into your CRM from that moment forward.
WhatsApp compose dialog with contact details, message input, and template option
Open any contact with a WhatsApp-enabled phone number and send a message directly from SalesSheet. Use message templates for first outreach or free-form text for ongoing conversations. Attach documents, images, or proposals. Every message is logged automatically on the contact's timeline, so your whole team sees the communication history without asking for screenshots.
Unified timeline mixing WhatsApp messages, emails, and calls in one chronological view
After a WhatsApp conversation, your AI assistant generates a summary and suggests follow-up actions - just like it does for calls and emails. Schedule a follow-up task, update the deal stage, or draft a reply, all without leaving the contact record. The AI learns from your messaging patterns and gets better at suggesting relevant responses over time.
Pre-approved WhatsApp message templates with variable placeholders for personalized outreach
WhatsApp Business messaging in SalesSheet is coming soon. Start your free trial today and you'll be among the first to access WhatsApp integration when it launches.
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