CRM integration services

Connect your CRM to every tool your business already uses

WhatsApp, email, accounting, payments, stores and cloud, joined to one customer record so nothing is typed twice.

CRM
Fixed-scope project or dedicated team
Parallel run, no stopped work
WhatsApp, Tally and payments ready
Support after go-live

Sound familiar?

If you are looking for CRM, WhatsApp and API integration, these are the problems we hear most often from Indian businesses. Hover or tap a card to see how we fix each one.

“We type the same data into three different tools.”

How to Fix ↑
How we fix itAPIs sync data between your CRM and other systems automatically.

“WhatsApp chats stay on personal phones.”

How to Fix ↑
How we fix itWhatsApp Business API puts every chat on the customer timeline.

“Payments and invoices do not match.”

How to Fix ↑
How we fix itPayment gateways and Tally update the deal when money arrives.

“Our old software cannot talk to anything.”

How to Fix ↑
How we fix itAPI bridges connect legacy systems without replacing them.

What we deliver

Our CRM, WhatsApp and API integration service covers everything below, planned and delivered by one Noida-based team with support after go-live.

WhatsApp Business API

Templates, broadcasts and a shared team inbox.

Email and workspace

SMTP, Microsoft 365 and Google Workspace.

SMS and RCS

Alerts, reminders and rich messages.

Tally and accounting

Invoices and payments flow to your books.

Payment gateways

Payment links and status inside each deal.

Stores and marketplaces

Shopify, WooCommerce and marketplace orders.

Voice and IVR

Click-to-call and call logs on the timeline.

REST APIs and webhooks

Custom links to any system you use.

What changes

See the practical difference CRM, WhatsApp and API integration makes in daily work, side by side.

Tools that do not talkConnected by Xpecto
Data
The same details typed again and again
Entered once, synced everywhere
Payments
Chased and matched by hand
Status updates the deal automatically
Messages
Chats on personal phones
One shared inbox with full history
Accounts
Re-entered into Tally at month end
Invoices flow to Tally as created
Reports
Numbers from many files
One live dashboard

How it works

A clear delivery path for CRM, WhatsApp and API integration, with a working demo every one to two weeks and your business running throughout.

1

List

Map every tool and data flow

2

Design

Choose APIs, webhooks and rules

3

Connect

Build and secure each link

4

Test

Run real transactions end to end

5

Monitor

Alerts when a link fails

Technology and tools

The technologies, platforms and integrations we use for CRM, WhatsApp and API integration.

WhatsApp Business APIXpecto ConnectMicrosoft 365Google WorkspaceTally PrimeRazorpayPhonePePaytmPayUStripeShopifyWooCommerceAWSAzure

CRM API, WhatsApp and third-party integration services

A CRM works best when it shares data with the tools your team already uses. Xpecto provides CRM integration services for WhatsApp Business API, email through SMTP, Microsoft 365 and Google Workspace, SMS and RCS, Tally accounting, payment gateways such as Razorpay, PhonePe, Paytm, PayU and Stripe, online stores, QR lead capture and cloud servers.

We build secure REST API and webhook integrations, bridge legacy software that has no API, and add monitoring so a failed link never goes unnoticed. The result is one customer record, with every message, payment and invoice in the same timeline.

Integrations can be added to a custom CRM, an existing CRM, or as part of legacy system modernisation.

Questions we hear often

Straight answers about CRM, WhatsApp and API integration.

Yes. If it has an API we use it. If not, we build a bridge so data still flows.

We guide you through Meta approval, message templates and set-up through Xpecto Connect.

Integrations use encrypted connections, access keys and role-based permissions.

We add monitoring and retries, and alert your team so nothing is lost silently.

Tell us how you run today. We will show you the system it can become.

A free consultation with a CRM architect. No ready-made product to push, only your process.

Book a consultationCall +91 997 139 2828