How To Integrate WhatsApp with Monday.com CRM using ControlHippo?

Streamline Business Communication with our Omnichannel Solution

Jainy Patel

Senior Writer:

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green tickPublished : January 25, 2024

Businesses can leverage Monday.com WhatsApp integration to increase conversions as WhatsApp has an open rate, which is 70% higher than email’s. Businesses can enhance collaboration and efficiency in communication by integrating WhatsApp with your Monday.com CRM through ControlHippo. 

Monday WhatsApp Integration empowers your team to communicate in real time, helping quicker decision-making and improved customer interactions. By bridging the gap between the popular messaging platform and your CRM system, you can ensure that valuable client conversations are seamlessly documented.

Follow our simple guide to set up this integration and optimize your project management and customer relationship capabilities to new heights.

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Pro-Tip

Before initiating the WhatsApp integration with Monday.com CRM using ControlHippo, ensure that all team members are familiar with the new workflow. Conduct a brief training session to maximize the benefits and improve customer satisfaction. A smooth onboarding process will enhance efficiency and collaboration across your team, leading to a successful implementation of the integration.

Steps to Integrate WhatsApp with Monday.com CRM Using ControlHippo

You can easily connect WhatsApp with Monday.com CRM using ControlHippo with these simple integration steps. Streamline communication, enhance collaboration, and optimize your workflow effortlessly.

Step 1: Log in to your Controlhippo account.

Step 2: Click on the integration option from the side menu.

ControlHippo Dashboard - Integration Page

Step 3: A Monday.com pop-up will appear. Click on the “Add to Monday” button.

Add to Monday - ControlHippo Dashboard

Step 4: It will direct you to a new page, where you will need to grant access. 

Step 5: Now, you will be redirected to the integration page of ControlHippo, where a pop-up will open asking for your board ID.

Step 6: Your integration is completed. You can now go to chats and start messaging.

Step 7: It takes a minute to sync the activity in monday.com. The activity will be found in the updates section of contact which marks the completion of Monday.com WhatsApp Integration

 
Experience Seamless WhatsApp + Monday CRM Integration
Utilize ControlHippo to integrate WhatsApp and Monday CRM for seamless integration and manage conversations efficiently.

Key Benefits of Integrating WhatsApp with Monday CRM using ControlHippo

With WhatsApp integrated into Monday CRM using ControlHippo, you can enjoy real-time communication, streamlined workflows, improved customer interactions, and many more benefits, which we have discussed in detail:

Advantages of Integrating WhatsApp with Monday CRM

1. Real-Time Communication

Instantly connect team members and clients through WhatsApp within Monday CRM, facilitating swift and efficient communication. This real-time interaction enhances collaboration and expedites decision-making processes.

2. Streamlined Workflow

WhatsApp and Monday CRM integration direct messages from WhatsApp directly to Monday.com, facilitating centralized project-related discussions. This streamlines workflow, ensuring that all team communications are easily accessible and organized within a unified platform.

3. Enhanced Customer Interaction

Improve customer relationships by directly integrating WhatsApp into Monday CRM. This allows for quick responses, real-time updates, and personalized communication, enhancing customer engagement and satisfaction.

4. Efficient Documentation

Leverage ControlHippo to automatically document valuable WhatsApp conversations within Monday CRM. This ensures comprehensive tracking and record-keeping, facilitating efficient documentation and easy retrieval for future reference.

5. Increased Productivity

Reduce the need to switch between platforms, enhancing overall productivity. With ControlHippo’s WhatsApp Monday Integration, enjoy a unified workspace that combines the advantages of WhatsApp and Monday CRM, streamlining tasks and minimizing disruptions for a more efficient work environment.

Conclusion

In conclusion, integrating WhatsApp with Monday CRM through ControlHippo offers a comprehensive solution for enhancing communication, collaboration, and overall productivity. The real-time communication feature helps quick decision-making, while the streamlined workflow ensures centralized discussions and easy accessibility.

The direct integration of WhatsApp into the CRM system significantly improves customer interaction, allowing for personalized communication and swift responses. Efficient documentation through ControlHippo ensures that valuable conversations are automatically documented for future reference, contributing to effective record-keeping.

Updated : January 31, 2024

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