Whatsapp

Sync WhatsApp chats to maintain visibility into fast-moving conversations

Dalil lets you connect your WhatsApp number (personal or business) to log all conversations in the record timeline automatically - no need to switch tabs or lose context.

What you can do:

• See inbound and outbound messages directly under a person’s timeline

• Reply from Dalil using WhatsApp Web integration (if enabled)

• Match messages to records via phone number auto-detection
  
  

Why it matters:

• Many markets rely on WhatsApp as a primary communication tool

• Conversations are part of the record history—no more blind handoffs

• Sales and support teams get aligned faster
  
  

Tips:

• Encourage your team to share important updates via WhatsApp

• Link numbers accurately in People records for seamless matching

• Use WhatsApp for deals requiring quick back-and-forth coordination