Communication integration
Connect WhatsApp Business Platform workflows with Nexi.
A supported WhatsApp Business connection can keep customer conversations alongside relevant Nexi CRM context, subject to provider and workspace configuration.
Communication
WhatsApp Business Platform
Connect customer conversations with CRM context.
What Nexi connects
Keep the available provider context connected to the work that follows.
- Conversation workspace
- Customer and Lead context
- Task and follow-up actions
- Team ownership context
Main workflows
How the connection fits into Nexi.
- 01
Review the supported business messaging connection
- 02
Associate available conversations with customer records
- 03
Keep relevant CRM context visible
- 04
Create task and follow-up actions from the workspace
Setup and connection
Connect the business messaging configuration.
Setup depends on the customer's WhatsApp Business account, the provider connection available in production and Nexi workspace configuration.
- 01Review the business messaging account
- 02Confirm the supported production connection
- 03Map conversation ownership
- 04Validate the configured conversation flow
Factual capabilities
Defined around the supported connection.
- Conversation workspace
- Customer and Lead context
- Task and follow-up actions
- Team visibility and ownership
Related Nexi modules
Where the connected context can appear.
Availability and exact setup depend on provider access, account permissions and Nexi workspace configuration.
Similar integrations
Explore related connections.
Review the connection
Discuss WhatsApp Business Platform and your Nexi workflow.
We can review your source access, intended data flow and the supported setup for your brokerage.
Book a Demo