WhatsApp sync
WhatsApp sync brings the conversations and groups you choose into Zero contact history, with per-chat control over what is stored and who sees it.
WhatsApp CRM sync for the conversations you choose
Some deals happen on WhatsApp. Put those conversations on the record, and choose exactly which ones.
What's new:
You can now sync the WhatsApp conversations and groups you choose into Zero, where they appear in your contact and company history.
WhatsApp is personal as well as professional, so you decide chat by chat what comes into your CRM.
What you can do:
Pick which conversations to sync
Connect your WhatsApp and choose from your direct chats and groups. Sync new messages from now on, or import history and keep going.
Choose who sees each chat
Share a conversation with your workspace or keep it private to you, and switch at any time.
Read it in context
Synced conversations appear on the activity feed next to email and meetings, and you can filter down to just WhatsApp. They show on the contact, the company and any deal with that contact.
Stay in control of your data
Stop syncing a chat, disconnect, or delete your WhatsApp data from Zero whenever you choose.
Why this matters
In many markets, the real conversation happens on WhatsApp - investor intros, enterprise conversations, etc. Now your team gets that context on the record, and private chats stay private.
FAQ
Does Zero sync with WhatsApp?
Yes. Zero brings the WhatsApp conversations you choose into your CRM, next to email and meetings on the record.
Does Zero sync WhatsApp groups?
Yes. Groups appear alongside direct chats, and you choose which ones to sync.
Do I control which WhatsApp chats my team can see?
Yes. Synced chats start out private to you, and you decide which ones to share.
