ON THE ROADMAP
WhatsApp Business Integration Is Coming. Conversations Are Already Trackable Today.
Native WhatsApp Business API integration is on the BizzField CRM roadmap and is not part of the current release. Today, any WhatsApp conversation can already be logged manually as a Task against the Lead, Contact or Account it concerns.
Capability Status
Capability roadmap
Where WhatsApp Conversations Fall Outside the System of Record
None of this needs native integration to describe — it is exactly the gap the WhatsApp Business API is being built to close.
Native WhatsApp Integration on the Roadmap, Chat Logging Live Now
Official Business API integration is being designed. Until it ships, every conversation already has a home in the CRM.
Planned: Verified Number Connected Directly
Native WhatsApp Business API
What you get
- Connect a verified WhatsApp Business API number directly to BizzField CRM
- Inbound and outbound conversations logged straight to the customer's activity timeline
- No manual copy-paste between WhatsApp and CRM records once live
- Official integration is on the roadmap and not part of the current release
A verified WhatsApp Business API number will connect directly to BizzField CRM, with inbound and outbound conversations logged straight to the customer's activity timeline.
What you get
- Connect a verified WhatsApp Business API number directly to BizzField CRM
- Inbound and outbound conversations logged straight to the customer's activity timeline
- No manual copy-paste between WhatsApp and CRM records once live
- Official integration is on the roadmap and not part of the current release
Planned: Order, Invoice and Follow-Up Alerts
Automated Template Messages
What you get
- Automated template messages for order confirmations, invoice alerts and follow-up reminders
- Would build on the same order, invoice and quotation workflows already live today
- Not yet available — no automated WhatsApp messaging exists in the product today
- Until this ships, notifications go out through existing document and Task workflows
Template-driven order, invoice and quotation notifications will send automatically once the API integration ships, building on workflows that already exist in the CRM.
What you get
- Automated template messages for order confirmations, invoice alerts and follow-up reminders
- Would build on the same order, invoice and quotation workflows already live today
- Not yet available — no automated WhatsApp messaging exists in the product today
- Until this ships, notifications go out through existing document and Task workflows
Live: Task-Based Conversation Logging
Log WhatsApp Chats as a Task, Live Today
What you get
- Log any WhatsApp exchange manually using the Note or Call Task type
- Set Task Status to track follow-up state on each conversation
- Assign Priority to time-sensitive WhatsApp follow-ups
- Tasks appear in the same chronological activity timeline used for calls, emails and meetings
Until native integration ships, every WhatsApp conversation can still be captured against the right record using the existing Task module.
What you get
- Log any WhatsApp exchange manually using the Note or Call Task type
- Set Task Status to track follow-up state on each conversation
- Assign Priority to time-sensitive WhatsApp follow-ups
- Tasks appear in the same chronological activity timeline used for calls, emails and meetings
Live: One Timeline for Every Channel
WhatsApp Activity Feeds the Same Pipeline
What you get
- Opportunity-linked WhatsApp tasks show up alongside stage-change history on the deal
- The Activity report includes any WhatsApp conversation logged as a Task
- Hierarchy-based data visibility means managers see WhatsApp-related tasks logged by their team
- View logged WhatsApp tasks in table view or card view grouped by type
Whether logged manually today or captured automatically once the API integration ships, WhatsApp conversations feed the same pipeline data your team already relies on.
What you get
- Opportunity-linked WhatsApp tasks show up alongside stage-change history on the deal
- The Activity report includes any WhatsApp conversation logged as a Task
- Hierarchy-based data visibility means managers see WhatsApp-related tasks logged by their team
- View logged WhatsApp tasks in table view or card view grouped by type
Log WhatsApp Chats Today, No Workaround Required
The pipeline groundwork for native WhatsApp integration is already live and already useful.
What's Already Live While the Integration Is Built
WhatsApp CRM — Questions We Get Asked
Not yet — native WhatsApp Business API integration is on our roadmap. You can log WhatsApp conversations as Tasks in the meantime to keep a record of them.
We don't publish fixed dates while a feature is still in design. Join the waitlist below and our team will reach out with the latest roadmap timeline.
Log the exchange as a Task using the Note or Call Task type against the relevant Lead, Contact or Account. It will appear on that record's chronological activity timeline alongside calls and emails.
Yes. The plan is for native sync to feed the same activity timeline and pipeline data already in use, so nothing you've logged as a Task today will need to be re-entered.
The planned integration is built around a verified WhatsApp Business API number connected to your BizzField account. Exact setup requirements will be confirmed closer to release.
Want to Know When WhatsApp CRM Ships?
Join the waitlist for native WhatsApp Business API integration in BizzField CRM, and we'll notify you as soon as it moves from the roadmap into your account.