PALBONWhatsAppCustomers · Customer MessagingAvailable on request

Message customers on WhatsApp, from the record they belong to

PALBONWhatsApp connects the suite to the WhatsApp Business platform. Send approved templates when a document changes, receive replies, and keep every message against the record it concerns.

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Capabilities

What is inside PALBONWhatsApp

Accounts & webhook

Connect one or more WhatsApp Business accounts and let the platform's webhook deliver replies and status changes.

Several accounts, with one set as the default
Webhook verified with a token and a signature secret
Check whether the account is subscribed to your site
Optional automatic read receipts for incoming messages

Message templates

Write a template once, submit it for approval, and use it only when it has been approved.

Utility, marketing and authentication templates
Text, image, document, GIF or video headers, with a footer
Quick-reply, URL, phone and copy-code buttons
Variables filled from fields of the linked document

Notifications

Send a template when something happens to a document, using the same notification rules you already know.

WhatsApp as a channel on the standard Notification record
Triggered by a document event, a date or a method
Recipients chosen as for email notifications
Sent in the background, so saving a document is not held up

Conversations

Each exchange is stored as messages, so anyone who opens the record can see what was said.

Outgoing and incoming messages with attachments and media
Replies and emoji reactions linked to the original message
Status tracked as pending, sent, delivered, read or failed
Interactive buttons and list items in a message

Contacts

A profile is created for each number that writes to you or that you write to.

Profile per phone number and per account
Active, blocked or archived status
Time of the last message and the message count
Each profile shows its messages and logs

Record creation and logs

Turn a message into a record automatically, and trace every call to the platform when something goes wrong.

Append actions that create a document from an incoming or outgoing message
Sender, name, message and time mapped to fields you choose
A log of webhook, template, message and API events
Request, response and traceback kept for errors

Outcomes

What changes for your team

Reach customers where they answer

A confirmation, a reminder or a document update lands in the app most people already have open.

Nothing lives only on a phone

Messages are stored against the record, so a colleague can pick up the conversation with the full history.

Templates that follow the rules

Only approved templates are sent, and their status is synced from WhatsApp every day.

Connected

Better with the rest of the suite

PALBONWhatsApp shares its data with the other products, so nothing is entered twice.

PALBONGrowth

Lead and deal records show their WhatsApp conversation.

PALBONSphere

Order, invoice and payment events can notify customers.

FAQ

Questions about PALBONWhatsApp

Do we need a WhatsApp Business account?

Yes. You connect an account from the WhatsApp Business platform by Meta, using its identifiers and an access token.

Can we send any message to anyone?

Notifications are sent from templates, and only templates that WhatsApp has approved can be used. You can also reply to a conversation from the record.

Can we connect more than one number?

Yes. You can add several accounts and choose a default, and each message records the account it used.

See PALBONWhatsApp on your own data

Tell us how you work today. We will walk you through the products that fit, on your data and your terms.

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