WhatsApp Business API
Send approved templates and automated updates, and manage customer chats from the CRM.
TemplatesAutomated updates
The integration map
Eleven connections around one platform. Messaging reaches your customers, AI does the repetitive thinking, and lead platforms feed new enquiries straight into your pipeline.
Messaging and voice
AI and language models
Lead sources
Events
Messaging and voice
Reach customers on the channel they actually answer.
Email (SMTP)
Send campaigns and transactional email through your own SMTP service.
CampaignsYour sender
SMS
Text reminders and alerts to customers who are not on WhatsApp.
RemindersAlerts
IVR
Voice call flows that connect phone enquiries with your customer records.
Inbound callsCall flows
AI and language models
Bring the model that suits the job into your workflows.
Claude
Draft replies, summarise conversations and handle routine questions with Anthropic’s Claude.
RepliesSummaries
OpenAI
Use OpenAI models for copywriting, replies and automation inside the platform.
CopywritingAutomation
Other LLMs
Connect additional language models so you can pick on quality, language support and cost.
Model choiceFlexibility
Lead sources
New enquiries arrive in the pipeline without copy and paste.
Meta
Bring Facebook and Instagram ad leads into the CRM and launch campaigns with Meta Ad Launcher.
Ad leadsAd Launcher
IndiaMART
Pull marketplace buyer enquiries into your pipeline and follow up quickly.
Buyer enquiriesFast follow-up
Justdial
Capture Justdial leads in the CRM so none are missed or answered late.
Local leadsOne pipeline
Events
Keep event activity connected to your customer records.
Luma
Connect Luma so event registrations and attendees flow into Biz Needz.
RegistrationsFollow-up
What a connected lead journey looks like
An example of how integrations work together on one enquiry.
- Lead arrivesMeta, IndiaMART, Justdial or Luma
- Record createdAdded to the CRM pipeline
- AI assistsClaude, OpenAI or another model drafts and qualifies
- Follow-upWhatsApp, SMS, email or a voice call
- Deal closedInvoice and payment in the same system
Why integrations inside the platform matter
One customer record
Every channel writes to the same history, so your team sees the full conversation.
Faster first response
Leads from every source get the same quick, automated first touch.
Fewer tools to stitch
Less manual exporting and importing between separate apps.
Tell us which tools you use
Book a demo and we’ll show how your lead sources and channels connect in Biz Needz.
Book a demo