Mapping CRM Records

Mapping CRM Records is possible with WhatsApp4Dynamics! WhatsApp4Dynamics finds CRM records (any record types created during the configuration process) and maps them with the new chats on the basis of their mobile number. This enables more informed and context-rich conversations and helps deliver personalized support.

For Example:

  • In the below example, Henry is Account in the CRM that is mapped by WhatsApp4Dynamics from the phone number associated.

  • However, Henry has also set his profile name on WhatsApp. Hence it also shows under the Profile Name field as well.

Note: In case there are multiple entities with the same phone number, preference will be given to the first record type that was created

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