A WhatsApp CRM that fills itself from the chat.
The AI turns what customers share into a lead record with a stage and temperature, alerts you to hot leads, and on Pro pushes each lead to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Leads and stages are on every plan; the hot-lead WhatsApp alert needs WhatsApp on Growth ($129/mo). CRM sync is Pro ($349/mo) with no per-record fee.
The short answer
What does a WhatsApp CRM do in Instant Reply?
Instant Reply builds a lead record from the WhatsApp chat: name, email or phone when shared, channel, last message, intent, stage and temperature. Stages and an owner alert for hot leads come with WhatsApp, from Growth ($129/mo). On Pro it pushes each lead one way to HubSpot, Pipedrive, Notion, Airtable or Zoho. Salesforce is coming soon.
Last verified
Key facts
- The lead record builds from the chat when a customer shares a name, email or phone.
- Stage and temperature (cold, warm, hot, very hot) sit on each conversation.
- Hot leads can send a WhatsApp alert to the workspace owner when owner alerts are set up.
- CRM push to HubSpot, Pipedrive, Notion, Airtable or Zoho is Pro ($349/mo).
- Sync is one-way; Salesforce is coming soon.
Verified capabilities
What the WhatsApp CRM does today
Checked against the product source code and plan data on October 2, 2026. The last two rows list what it does not do.
| Capability | How it works today | Plans |
|---|---|---|
| Lead record from the chat | When a customer shares a name, email or phone number, the AI creates a lead with the channel, source (AI Chat), last message, a link back to the conversation, intent, objection type and a qualification score. | All plans |
| Stage and temperature | Each conversation carries a lead stage you can change (new, engaged, qualified, booking ready, booked and others) and a temperature of cold, warm, hot or very hot. The Pipeline page has its own board: New, Contacted, Qualified, Proposal, Negotiation, Closed. | All plans |
| Hot-lead alert | A hot or very hot lead can trigger a WhatsApp alert to the workspace owner, once per conversation, when owner alerts are set up. | Needs WhatsApp (Growth+) |
| Push to your CRM | With a connected HubSpot, Pipedrive, Notion, Airtable or Zoho CRM and sync turned on, each captured lead is created or updated in the CRM. This is one-way: nothing is read back from the CRM. | Pro ($349/mo) |
| Salesforce | Salesforce is listed as coming soon and cannot be connected today. | Not available |
| Full chat copied into the CRM | The CRM receives the mapped lead fields, the latest message and a link to the conversation. Voice notes, images and the full thread stay in Instant Reply. | Not available |
Best fit
Use it when the sale happens in the chat.
The lead record builds itself; the CRM push keeps a system you already use current.
Best fit
Teams that sell on WhatsApp and lose lead details between the chat and a spreadsheet or CRM.
Needs Pro
Pushing leads to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Pick something else if
You need two-way CRM sync, Salesforce today, or the whole transcript inside the CRM.
How it works
How It Works
A WhatsApp message arrives
Each new conversation appears in the shared inbox with the contact's name and number.
The AI builds the lead
When the customer shares contact details, the AI creates a lead with channel, last message, intent, stage and temperature.
Optionally push it to a CRM
On Pro, with a CRM connected and sync on, the lead is created or updated there. Nothing is read back.
Why teams choose it
Why the lead record lives with the chat
The conversation is the source; the CRM is a copy.
No retyping
The AI writes the lead fields from the chat, so reps do not copy details by hand.
Stage on every chat
Change the lead stage from the conversation panel; the Pipeline page shows leads on a board.
Hot-lead alert
A hot or very hot lead can send the owner a WhatsApp message, once per conversation.
Five CRMs on Pro
HubSpot, Pipedrive, Notion, Airtable and Zoho. Salesforce is coming soon.
Best fit
Perfect for teams that move fast in DMs.
A buyer shares an email
Scenario
A prospect gives an email and says they want a quote. The lead appears with intent and stage, and on Pro it lands in HubSpot.
Outcome
Client workspaces
Scenario
An agency account gives each client its own workspace, with its own channels and plan.
Outcome
A hot lead at night
Scenario
A customer asks to book tomorrow. The lead is marked hot and, with owner alerts set up, the owner gets a WhatsApp alert.
Outcome
The difference
Why Switch?
Without Instant Reply
With Instant Reply
FAQ
Common Questions
What is a WhatsApp CRM?
A WhatsApp CRM keeps the contact record, lead stage and next step next to the WhatsApp conversation instead of in a separate tool. In Instant Reply the AI builds the lead record from the chat when a customer shares contact details.
Does Instant Reply connect WhatsApp to HubSpot or Pipedrive?
Yes, on Pro ($349/mo). Connect HubSpot, Pipedrive, Notion, Airtable or Zoho and captured leads are created or updated there. The sync is one-way and sends mapped fields, the latest message and a link to the conversation. Salesforce is coming soon.
Which plan includes the WhatsApp CRM?
WhatsApp itself starts on Growth ($129/mo), which includes lead capture, stages and temperature. Pushing leads to an outside CRM needs Pro ($349/mo). There is no per-record fee.
What does the AI capture from a conversation?
Name, email and phone when the customer shares them, plus channel, source, last message, intent, objection type, a qualification score, stage and temperature. It does not guess details the customer never gave.
Does the CRM sync read data back?
No. Sync only pushes lead details out. CRM stage changes do not come back into Instant Reply, and the full conversation stays in the Instant Reply inbox.
Can several teammates use it?
Yes. Growth includes 5 seats and Pro has unlimited seats. Every teammate can open every conversation, and routing can assign handoffs to an online teammate.
Related features
Features that work with this one
Each page below covers the next step in the same workflow, with its own plan limits and a list of what it does not do.
Ready when you are
Stop retyping WhatsApp leads.
Start the 7-day trial, connect WhatsApp, and see the lead record fill in from a test chat.
An interactive read-only demo, and plan limits in plain English.