Through CRM Systems with WhatsApp Integration

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Choose a Message Template: For any business-initiated messages (proactive messages outside of a 24-hour customer service window), you must use a pre-approved WhatsApp Message Template. Select the relevant template.
Personalize (Optional but Recommended): Most platforms allow you to use variables within your template (e.g., Hi {{1}}, Your order {{2}} has shipped). These variables pull data directly from your contact list or CRM.
Set Schedule: Find the "Schedule Broadcast" or "Schedule Campaign" option. You will set:
Date: The specific date you want the message to go out.
Time: The exact time (and often time zone) for delivery.
Frequency (Optional): For recurring messages (e.g., weekly newsletters, monthly reminders), some platforms allow you to set a recurring schedule.
Review and Confirm: Before scheduling, review the message content, the recipient list, and the scheduled time to ensure everything is correct.
Automated Delivery: The platform will then automatically send the message to your selected list at the specified time without any manual intervention.
Benefits:

Compliance: Designed to adhere to WhatsApp's policies and data protection regulations like PDPO 2025 (e.g., requiring pre-approved templates, consent management).
Scalability: Send to thousands or millions of users.
Reliability: Messages are delivered whatsapp number list reliably and securely.
Advanced Features: Integration with CRMs, analytics, chatbot automation, shared inbox for replies, A/B testing.
Interactive Messaging: Use buttons, lists, product messages within your scheduled campaigns.


If you're using a CRM that integrates deeply with WhatsApp (like HubSpot, Zoho CRM, Salesforce via a BSP), you can often schedule messages directly from your CRM workflows.

Process:
Define Workflow Trigger: Set up a CRM workflow that triggers a WhatsApp message. Examples:
"Lead enters 'Qualified' stage."