Telephony & messaging
WhatsApp + AutomateNexus CRM
WhatsApp through your Twilio sender, in the same inbox as SMS and email.
WhatsApp, wired into your pipeline.
- 01
Through your Twilio account
WhatsApp runs on the Twilio account you connect: try it today with the Twilio Sandbox, or use your own approved WhatsApp sender number entered in international format.
- 02
In the same inbox as SMS and email
Conversations land in Inbox → Communication Hub next to texts, email, calls and website chat, threaded to the contact, with status per message and the customer's deals a click away.
- 03
Templates when the window closes
After WhatsApp's free-reply window ends, only approved templates can be sent, and the composer switches to them so nobody sends a message that cannot be delivered.
Connected in three steps.
- Step 01
Connect Twilio first
Settings → Integrations → Communications → Twilio: Account SID, Auth Token and a number, then switch the card on.
- Step 02
Choose Sandbox or your sender
On the WhatsApp card pick Twilio Sandbox (each person first sends your join code to the sandbox number) or enter your approved WhatsApp sender number in full international format, then turn the card on.
- Step 03
Start a conversation
From Inbox → Communication Hub → Inbox, start a new WhatsApp conversation with a contact or reply in an existing thread; a reply can carry an attachment.
Built to be left alone.
Work it like a ticket
Set a conversation to Open, Snoozed or Closed, assign it to a teammate, create a Support Hub ticket from it, and insert saved replies or let Draft a reply with AI write the first version.
No separate WhatsApp bill from us
Twilio charges WhatsApp conversations to your account at its published rates; the CRM adds nothing per message and the channel is on all four plans.
A sender you own
Because the sender is registered on your Twilio account, your number and its approved templates stay yours if you ever move tools.
Messages in, replies out, all on the contact.
Inbound
A message to your WhatsApp number opens or continues a conversation in the inbox, matched to the contact by phone number, and shows in the Needs reply view until someone answers.
Outbound
Reply free-form inside WhatsApp's reply window, or send an approved template after it closes. Attachments are supported on replies.
Alongside everything else
The same thread view shows the contact's email, SMS and call history, so a WhatsApp reply is written with the whole relationship in view.
Sandbox versus a production sender.
Sandbox is for trying it
The Twilio Sandbox works without approval, but every participant must join with your code first and the number is shared, so it suits testing rather than customers.
Production needs an approved sender
A WhatsApp Business sender registered through Twilio, entered on the card in international format. Twilio's console handles the registration and template approvals.
Templates are managed in Twilio
Approved templates come from your Twilio account; the CRM's composer offers them once the free-reply window has closed.
WhatsApp and AutomateNexus CRM, answered.
Through your Twilio account. Connect Twilio under Settings → Integrations → Communications, then on the WhatsApp card choose the Twilio Sandbox or enter your approved WhatsApp sender number and switch it on.
Yes, with the Twilio Sandbox: each person first sends your join code to the sandbox number. For customers you need your own approved sender registered through Twilio.
In Inbox → Communication Hub, in the same inbox as SMS, email, calls and website chat, threaded to the contact with the customer's deals alongside.
Only approved templates can be sent, and the composer switches to them automatically, so a message that WhatsApp would reject is never sent.
Yes. A WhatsApp reply from the inbox can include a file.
Not from the CRM. Twilio bills WhatsApp conversations to your account; the channel itself is included on all four plans.
Put WhatsApp to work.
Start your 7-day free trial and connect WhatsApp on day one. No credit card, no middleware.