Quick answer: WhatsApp is a primary channel for Indian buyers. Vertex CRM includes a Meta WhatsApp Cloud API connector (send/receive + webhook). BSP partners remain optional for higher-volume template operations.
CRM with WhatsApp integration — India context
/webhooks/whatsapp. BSP partners remain optional for high-volume template ops.WhatsApp is a primary customer channel for Indian SMBs—support, sales follow-ups, and renewals often run there. CRM value emerges when conversations link to accounts, consent is provable, and official Business API patterns replace ungoverned personal-number messaging.
What Vertex CRM provides today
- Native Cloud API send/receive with encrypted token storage
- Inbound messages logged and optionally creating leads
- Accounts, contacts, leads, opportunities, and cases as the system of record
- Inbound lead webhook (
POST /webhooks/inbound-leads) for BSP/middleware - RBAC and audit logging for who changed CRM records
BSP / partner patterns
For BSP-hosted WhatsApp Business Platform at scale, map provider webhooks into Vertex CRM with idempotent processing and secret rotation—or use the Cloud API path above for Meta-hosted numbers.
Compliance reminders
Capture purpose limitation, opt-in where required, and honor deletion requests across backups. Cross-read DPDP overview.
Also see contact management, pricing, and contact us if you need a WhatsApp integration scoped for your deployment.
FAQ
- Does Vertex CRM bundle WhatsApp?
- Yes — configure Cloud API under Integrations → WhatsApp. For BSP-scale volume, you can still map partner webhooks into leads/cases.
- What about consent?
- Capture opt-in and purpose limitation consistent with your privacy program.