Erxes + WhatsApp Integration

Integrate Erxes to WhatsApp in one click, or tell Integrately AI how you want each submission handled. Send instant notifications, trigger template messages, update customer records, and streamline communications automatically.

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1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • WhatsApp
    Message is received in WhatsApp Instant
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2.
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Erxes + WhatsApp Integration

Capture form submissions, notify customers, send template messages, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Erxes + WhatsApp Integration

Send WhatsApp message for new Erxes contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a WhatsApp message for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Erxes + WhatsApp flow

Sync customer data to CRMs, spreadsheets, and support tools while triggering instant WhatsApp notifications through Erxes. Pick a combination and activate it in one click.

Erxes
WhatsApp
+
ShopifyShopify (4)
+
HubspotHubspot (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
ZendeskZendesk (4)
+
Google SheetsGoogle Sheets (4)
E
S
W
When a form submission is received in Erxes, create a Shopify customer and send a message in WhatsApp.
Every Erxes form submission instantly creates a Shopify customer and triggers a WhatsApp message, eliminating manual entry.
E
S
W
When a customer is created in Erxes, create a Shopify draft order and notify your team in WhatsApp.
New Erxes customers immediately trigger a Shopify draft order and a WhatsApp alert to keep fulfillment ready.
E
S
W
Use Claude to evaluate Erxes customer messages, create a Shopify customer, and send a WhatsApp template message.
Claude categorizes Erxes messages to create tailored Shopify customer records and trigger personalized WhatsApp templates.
E
S
Z
W
When a company is created in Erxes, create a Shopify customer, create a Zendesk ticket, and send a WhatsApp message.
New company profiles in Erxes sync to Shopify and Zendesk while notifying stakeholders via WhatsApp.

Supported triggers and actions for Erxes and WhatsApp

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
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What can you automate with Erxes + WhatsApp?

Streamline your customer communications and operational workflows with powerful ready-made automations.

What you can automate?
🚀
Instant WhatsApp notifications for Erxes form submissions
Trigger automated WhatsApp messages the moment a form submission is received in Erxes. Keep your communication loop closed and responsive without manual checking.
📋
Capture every submitted field into your destination app
Map all available Erxes form fields into separate spreadsheet columns or CRM properties. Ensure your records contain complete customer data rather than just basic names.
🔔
Alert your support team as soon as inquiries arrive
Notify staff members via WhatsApp instantly when a customer sends a message in Erxes. Ensure high-priority inquiries are addressed without delay.
🔀
Route messages based on submitted form answers
Send different WhatsApp template messages depending on the department or tier selected in your Erxes form submission. Tailor your outreach automatically.
🔄
Keep customer profiles updated across your tech stack
Automatically update existing contact records whenever a customer profile is modified in Erxes. Prevent outdated contact information in your databases.
👥
Create or update records without generating duplicates
Check existing databases for matching email addresses before creating new entries from Erxes triggers. Maintain clean and deduplicated customer records.
⏱️
Handle customer lifecycle updates and status changes
Trigger follow-up WhatsApp messages when customer status changes from active to inactive in Erxes. Maintain automated engagement throughout the lifecycle.
🔗
Extend your Erxes flow to HubSpot and other tools
Connect Erxes and WhatsApp with HubSpot to sync contact records, create deals, and trigger multi-channel messaging effortlessly in one automated pipeline.
And much more...

Who is Erxes + WhatsApp integration for?

Connecting Erxes and WhatsApp helps teams streamline customer communications, automate response workflows, and keep operational data synchronized without manual tracking.

Performance marketers
Performance marketers
Support agents
Support agents
Account managers
Account managers
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns through your Erxes chatbot but your tracking records only update when someone manually exports submissions, so the lead counts you're reviewing are always a few hours behind — this integration means every new form submission lands in your destination instantly and your data stays current.
🎧
Support agents
You manage incoming customer queries in Erxes but find out about urgent requests too late because notifications require manual checks — this integration means every customer message triggers immediate WhatsApp alerts so your response times stay fast.
📊
Account managers
You answer to clients who want immediate progress updates on their onboarding status, but your records are scattered across disconnected chat logs — this integration means every customer profile change updates your CRM automatically and keeps stakeholders informed.
⚡
Sales development reps
The volume of inbound form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and lost prospects — this integration means every new lead is captured and engaged via WhatsApp the moment it arrives.
🤝
Operations coordinators
You own the next step in customer setup and depend on upstream chat teams to hand over details manually, which often causes missing data — this integration means every company creation event is synced across your tools without human error.
🗂️
Customer success leads
You need a reliable history of all customer interactions and keep finding gaps in your support and CRM records — this integration means every interaction and submission is logged reliably across your software stack.
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Why choose Integrately to automate Erxes + WhatsApp

Build and manage your Erxes + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to WhatsApp?
Frequently Asked Questions
You can connect Erxes and WhatsApp in 1-click using ready templates on Integrately or by asking Integrately AI to build the automation for you. It also integrates seamlessly with Shopify, HubSpot, Gmail, and 1,500+ other apps.
Can I automatically send WhatsApp messages when an Erxes form is submitted?
Frequently Asked Questions
Can I connect Erxes, WhatsApp, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and WhatsApp?
Frequently Asked Questions
How are customer records handled between Erxes and WhatsApp?
Frequently Asked Questions
Can I trigger WhatsApp messages from Erxes customer chats?
Frequently Asked Questions
Do I need coding skills to automate Erxes and WhatsApp?
Frequently Asked Questions
Is the Erxes and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or WhatsApp With 1500+ Other Apps

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WhatsApp
Popular WhatsApp Integrations
Sync WhatsApp with accounting, project management, and reporting tools to keep data working across your stack.
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