WhatsApp from your CRM, with the WhatsApp you already use

The WhatsApp button opens a chat with the contact in WhatsApp Desktop, the WhatsApp Business app or WhatsApp Web, with the number already filled in. Pick a message template and the text is ready too. You don’t need the WhatsApp Business API, a Meta account or per-message fees.

What happens when you click

The exact link the button opens

For the number 06 1234 5678 on a CRM page with no other international numbers (so +31 is used) and a template that reads “Hi Anna”, the button opens one of these links. The + is written as %2B and each space as %20. Our free WhatsApp link generator makes the same kind of link by hand; the button builds it from the CRM page for you.

SettingLink sentUsually answered by
Default (desktop app)whatsapp://send?phone=%2B31612345678&text=Hi%20AnnaWhatsApp Desktop or the WhatsApp Business desktop app, whichever your computer links to WhatsApp
No app answers, or “Always use WhatsApp Web”https://web.whatsapp.com/send?phone=%2B31612345678&text=Hi%20AnnaWhatsApp Web, in one Chrome tab that later clicks reuse

What you need

WhatsApp or WhatsApp Business on your phone, linked to WhatsApp Desktop or WhatsApp Web on the computer.

Other ways to do this

Need more than a button? TimelinesAI fits when every chat must be stored in the CRM. PONI fits Pipedrive teams that want to save single messages as notes. Eazybe fits when you want a CRM sidebar and AI inside WhatsApp Web. Each comparison says when the other tool is the better choice.

Get the WhatsApp button for your CRM

WhatsApp: questions

Is this allowed by WhatsApp?

The button only opens a normal chat link, the same as clicking a wa.me link. It doesn’t send messages for you and doesn’t automate anything. What you send is still covered by WhatsApp’s own terms.

Does it work with WhatsApp Business?

Yes, with the same licence. If both apps are installed, your computer opens the one linked to WhatsApp links.

Can I send bulk messages?

No. One click opens one chat, and you press send yourself each time.

Why does WhatsApp Web open instead of the app?

The button tries the desktop app first and waits about 2.5 seconds. If the CRM tab still has focus after that, no app took over, so it opens WhatsApp Web. Usually WhatsApp Desktop isn’t installed, or Chrome’s question whether the site may open WhatsApp wasn’t answered in time. If Chrome asks whether the CRM site may open WhatsApp, tick “Always allow” so it doesn’t ask on every click. Prefer the browser anyway? Switch on “Always use WhatsApp Web”.

Are replies saved in my CRM?

No. CallerPlugins never reads your chats, so the conversation stays in WhatsApp. If you need every message in the CRM, a chat-sync tool such as TimelinesAI is the better fit; the comparison linked above shows the trade-offs.

Which fields can a template use?

[name], [full name], [company] and [email] come from the CRM page, [phone] is the number you clicked, and in Pipedrive [deal] too. A label the page doesn’t show stays in the text as typed, so you see it before you send. Ready-made texts are on our first-contact, follow-up and reminder template pages.

What does the WhatsApp button cost?

The button is free for 10 uses per month, or 100 a month shared by your team once you confirm a company email. Pro is €4.99 per user per tool a month (excl. VAT), or less billed yearly, and adds unlimited clicks, team templates and rules that pick a template for each contact. WhatsApp itself charges nothing for chats you start from your own app.

By the CallerPlugins team · GTD Fast OÜ · updated 1 November 2026