---
description: 使用 respond.io 连接 WhatsApp 与您的 CRM。 通过终极 WhatsApp CRM 集成，在一个地方捕获潜在客户、管理聊天和完成交易。
title: WhatsApp CRM 集成？ 你看到它了
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---
# WhatsApp CRM 集成？
你在看这个
WhatsApp 是对话开始的地方。 您的 CRM 是客户数据存储的地方。 Respond.io 将它们整合到一个连接的工作区中。
[与销售沟通](/zh/demo)[免费试用](https://app.respond.io/user/register)
## 什么是 WhatsApp CRM？
WhatsApp CRM 集成将 WhatsApp 商业平台 (API) 连接到您的 CRM 或消息传递平台。 它可以帮助您的团队管理聊天、自动化工作流程并保持客户记录更新，而无需切换工具。
**有两种设置方法：**
1\. 将 WhatsApp 消息直接添加到您的 CRM
2\. 将您的 CRM 连接到像 respond.io 这样的消息传递平台
虽然 respond.io 具有原生的潜在客户管理功能，但它并不是一个成熟的 CRM — — 它是 _CRM 的补充_。 respond.io 不会取代存储您数据的系统，而是添加 HubSpot、Salesforce 等 CRM 所缺乏的工具：全渠道收件箱、高级自动化和 AI、VoIP 支持等。
## 为什么要将 WhatsApp 与 CRM 集成？
您的客户在WhatsApp上活跃。 您的客户数据存储在您的 CRM 中。 当两者相互交谈时，事情会更快、更智能地完成，并且不会造成混乱。
立即确定潜在客户资格
通过自动化问题和智能工作流程自动识别并优先考虑高意向潜在客户。
重新联系不活跃的联系人
通过个性化的 WhatsApp 消息和优惠联系潜在的潜在客户。
集中客户对话
直接在您的 CRM 中管理 WhatsApp 聊天、通话、语音笔记和媒体文件。
全渠道互动
通过一个地方与 WhatsApp、Instagram、Messenger、TikTok 等平台上的客户交谈。
## 将 WhatsApp 与 CRM 集成的两种方法
并非所有 WhatsApp CRM 设置都是一样的。 您可以将 WhatsApp API 直接连接到您的 CRM，也可以通过 respond.io 等消息平台进行管理。
| WhatsApp API +现有的 CRM | WhatsApp API + 消息软件（如 respond.io） | |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| 原生 WhatsApp 集成 | 有限的 |  |
| 消息传递功能 | 没有 WhatsApp 通话、视频预览或语音备忘录播放 | 涵盖 WhatsApp 的主要功能，例如通话和广播 |
| 自动化功能 | 有限的 | 先进的人工智能和自动化 |
| 媒体文件处理 | 媒体文件必须单独下载 | 直接在收件箱中播放媒体 |
| CRM灵活性 | 仅限于单一 CRM | 与多个 CRM 无缝集成 |
| 全渠道消息传递 | 有限 |  |
## 在 WhatsApp CRM 中寻找什么
如果 WhatsApp 是您业务的重要组成部分，那么您的 CRM 集成需要通过这些不可协商的条款来支持它。
WhatsApp API 访问
通过 respond.io 等官方提供商快速安全地连接 WhatsApp。 享受更顺畅的审批和即时消息功能。
[了解更多 ](/zh/capture-website-leads)
集成支持
从 Hubspot 到 Salesforce，将您的 CRM 与电子商务平台、商业工具和消息传递渠道连接起来。 集中客户数据并组织整个销售渠道中的潜在客户。
[了解更多 ](/zh/capture-website-leads)
WhatsApp 商业呼叫 API
直接从您的 CRM 进行语音通话。 更快地解决复杂的查询并建立更牢固的客户关系。
[了解更多 ](/zh/capture-website-leads)
自动化
轻松实现潜在客户资格认定、响应和跟进的自动化。 确保您的团队只关注真正重要的对话。
[了解更多 ](/zh/capture-website-leads)
数据安全
使用加密保护客户数据并确保遵守最高隐私标准。 将敏感的客户信息托付给您的 CRM。
[了解更多 ](/zh/capture-website-leads)
详细分析
跟踪响应时间、代理生产力和活动成功。 根据清晰、实时的分析做出明智的决策。
[了解更多 ](/zh/capture-website-leads)
## 为什么选择 respond.io 进行 WhatsApp CRM 集成
Respond.io 是为对话而构建的。 这就是为什么成千上万的企业依靠它来发送消息、打电话以及与潜在客户和客户建立联系。
利用 WhatsApp 营销获取潜在客户
\- 使用 Meta 点击聊天广告来吸引潜在客户进入 WhatsApp
\- 启动工作流程以立即响应并确认潜在客户
\- 在一个平台上管理整个 WhatsApp 客户生命周期
\- 通过深入分析跟踪 WhatsApp 营销绩效
[了解更多 ](/zh/capture-website-leads)
使用 WhatsApp 销售自动化和呼叫进行转换
\- 自动预约和会议预订
\- 使用 WhatsApp Catalog 即时分享产品或服务信息
\- 利用 WhatsApp Business Calling API 更快地完成高价值交易
[了解更多 ](/zh/capture-website-leads)
通过定向广播留住用户
\- 大规模发送促销广播
\- 提醒客户续订或升级机会
\- 进行客户满意度调查
[了解更多 ](/zh/capture-website-leads)
营销
销售量
客户服务
使用二维码、聊天链接和网站小部件吸引潜在客户
在 Facebook 和 Instagram 上投放点击 WhatsApp 广告
将联系人详细信息同步到您的 CRM 中，以便轻松细分
发送广播、推送通知和目录以重新吸引潜在客户
## 轻松迁移到最强大的 WhatsApp API 解决方案
Migrate from WhatsApp Business App to WhatsApp API
1. 1\. 购买未与当前 WhatsApp Business 帐户关联的电话号码或注册虚拟号码
1. 2\. 将您的号码连接到您的 Meta 商业帐户
1. 3\. 将您的新 WhatsApp API 帐户连接到 respond.io
1. 3\. 将您的新 WhatsApp API 帐户连接到 respond.io
Migrate WhatsApp API from another BSP to respond.io
1. 1\. 关闭 Meta 帐户中的两步验证。
1. 2\. 按照 respond.io 平台 中的 [简单步骤迁移您的帐户](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
1. [3\. 验证您的号码，您就可以开始了 - 您可以保留您的号码、模板、联系人和对话历史记录！](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
## [如何通过 3 个步骤使用 respond.io 设置您的 WhatsApp CRM](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[入门并不复杂。 有了 respond.io，一切都变得快速而直接。](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
1. [步骤 1：创建或连接 WhatsApp API 帐户](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
* [通过 respond.io 快速注册您的官方 WhatsApp Business API 帐户——无需单独通过 Meta 申请，因为 respond.io 是 WhatsApp Business 解决方案提供商 (BSP)。](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
1. [第 2 步：连接您的 CRM](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[使用以下三种方法之一将您的 CRM 链接到 respond.io：](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
* [• **与 HubSpot 或 Salesforce 等 CRM 的原生集成**](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
* [• **通过 Zapier 或 Make 的第三方自动化**](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
* [• **使用 HTTP 请求步骤的自定义 API 工作流程**](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
1. [步骤 3：同步您的数据](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
* [您的联系人、消息和潜在客户阶段会自动保持同步。 没有电子表格。 禁止复制粘贴。](https://help.respond.io/l/en/whatsapp/phone-number-migration-to-respond-whatsapp-business-api#steps%5Fto%5Fmigrate%5Fto%5Frespond%5Fio%5Fwhats%5Fapp%5Fbusiness%5Fplatform%5Fapi)
[与销售沟通](/zh/demo)[免费试用](https://app.respond.io/user/register)
## 常见问题
### 我可以通过 WhatsApp CRM 发送营销广播吗？
是的，如果您的联系人选择加入并且您使用批准的模板。 Respond.io 可以轻松管理同意、创建消息模板并大规模发送合规活动。
### 我需要 WhatsApp Business API 才能使用 WhatsApp CRM 吗？
是的！ WhatsApp Business App 无法与 CRM 集成。 您需要一个 WhatsApp Business API 帐户才能正确设置一切。 由于我们是官方 WhatsApp 商业解决方案提供商 (BSP)，因此通过 respond.io 可以快速、轻松地获得访问权限。
### WhatsApp Business API 是免费的吗？
不。 根据对话类型和国家/地区收取元费用。 一些提供商还增加安装费或使用费。 Respond.io 不会收取额外费用，因此您看到的费用仅是 Meta 收取的费用。
### 我可以通过 WhatsApp CRM 发送营销广播吗？
是的，如果您的联系人选择加入并且您使用批准的模板。 Respond.io 可以轻松管理同意、创建消息模板并大规模发送合规活动。
### 最适合 WhatsApp 集成的 CRM 是什么？
寻找支持您当前技术堆栈的 CRM。 Respond.io 可与 HubSpot、Salesforce、Zoho 等 CRM 连接，为您提供完整的消息传递功能，而无需更改团队已经使用的工具。
### WhatsApp Business App 与 WhatsApp API 相同吗？
不。 该应用程序专为小型企业打造。 该 API 专为需要自动化、多代理访问以及与 CRM 或其他平台集成的成长型团队而设计。
### WhatsApp CRM 有多安全？
WhatsApp 消息本质上是端到端加密的。 Respond.io 通过传输和静态加密、访问控制增强了此功能，并已获得 ISO 27001 认证。
### 我可以通过 WhatsApp CRM 发送营销广播吗？
是的，如果您的联系人选择加入并且您使用批准的模板。 Respond.io 可以轻松管理同意、创建消息模板并大规模发送合规活动。
## 客户真实成功案例
* [US Health Insurance Broker Responds to Leads 10x Faster with AI AgentsRead More ](/zh/customers/health-insurance-broker-10x-faster-response-times-with-respondio)
* [ParcelDaily Boosts Ad Conversions by 60% with Meta’s CAPI + Respond.ioRead More ](/zh/customers/parcel-daily-boosts-conversions-60-percent)
* [Diskat Automates Sales with AI Agents for an 80% Conversion RateRead More ](/zh/customers/diskat-maintains-80-percent-conversion-rate-with-ai-agents)
* [Only Tourism Automates 80% of Visa Inquiries with Respond.io’s AI AgentRead More ](/zh/customers/only-tourism-automates-80-percent-visa-inquiries-with-ai-agents)
将您的业务成果提升 3 倍，尽在 respond.io 🚀。
[与销售沟通](/zh/demo)[免费试用](https://app.respond.io/user/register)
2026-05-08T08:04:03.118Z
core
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