WhatsApp API + CRM Integration Playbook
48-page playbook covering REST API patterns, webhook architecture, Zoho/HubSpot field mapping, and conversation logging best practices for Indian sales teams.
Written for CTOs and rev ops leads evaluating WhatsApp as a CRM channel. Covers OAuth vs webhook trade-offs, idempotency, error handling, and sub-200ms webhook response patterns.
What's inside
- Architecture diagrams: inbound message → CRM lead → agent reply loop
- Zoho CRM native connector vs Zapier decision matrix
- Field mapping templates for real estate, education, and B2B pipelines
- Security checklist: token rotation, PII minimization, audit logs
- Sample curl requests for send template, create contact, list conversations
- Rate limits, retry logic, and dead-letter queue patterns
Updated for Meta Cloud API v21+ and Ominiflow REST API 2026.