How to automate WhatsApp for your business with a CRM
In Spain almost every customer uses WhatsApp. Automating it well means replying faster, losing fewer appointments and never forgetting a follow-up, without spamming anyone.
WhatsApp Business app vs API
The WhatsApp Business app works on one phone with manual replies and a few quick messages. To truly automate and connect WhatsApp to a CRM you need the official WhatsApp Business API, through a provider such as GoHighLevel.
5 automations that work for small businesses
- Instant reply to every new lead from your website or ads
- Appointment confirmation and reminders 24 hours and 2 hours before
- Follow-up on unanswered quotes after 3 days
- Google review request after the service
- Win-back messages for customers who haven’t returned in months
Meta’s rules you must follow
Outside a conversation opened by the customer, you can only send Meta-approved templates, and the contact must have opted in. Meta charges per conversation depending on its category (marketing, service, utility), on top of your provider’s fees.
How it works in GoHighLevel
GoHighLevel brings WhatsApp into the CRM conversations inbox: you see each contact’s messages, emails and SMS in one place and trigger automations from tags, forms or bookings. The integration costs $10/month per sub-account, plus Meta’s fees.
If you want it set up for you, see GoHighLevel in Spain. To reply outside office hours too, a Done-for-you AI chatbot can capture the customer’s details and send them to the CRM.