WhatsApp Business API for B2B outreach: templates, consent, unified inbox.
WhatsApp business b2b sales integration via Meta Cloud API or BSP. Send approved templates, track the 24-hour session window, and triage replies in the unified inbox.
1-click
WhatsApp Business API connect
5 channels
Email, LinkedIn, WhatsApp, SMS, IG
Unified
Inbox across every channel
GDPR
Regional consent enforcement
What you get with the WhatsApp integration.
A compliant WhatsApp channel that lives inside your existing Navigent sequences, not bolted on the side.
Connect a WhatsApp Business API number through Meta Cloud API (POST /v18.0/{phone-number-id}/messages) or a BSP (360dialog, Twilio, Vonage) in a guided 1-click OAuth flow with zero developer setup.
Drop WhatsApp steps between email and LinkedIn touches with conditional logic like send WhatsApp template only if email opened twice and no reply in 4 days, branched per ICP score.
Manage Meta-approved templates inside Navigent with variable mapping from contact fields, real-time status sync via the Cloud API template webhook, and automatic fallback on rejection.
Route every WhatsApp reply into the unified inbox next to email and LinkedIn threads with full conversation history, AI reply drafts, and one-click teammate assignment.
Enforce the 24-hour customer service window automatically: track timer per contact, switch between session messages and approved templates so reps never get blocked mid-conversation.
Enforce regional consent: opt-in for EU, UK, and certain APAC contacts, double opt-in where required, with auto-suppression on missing consent and country-by-country rule enforcement.
Track WhatsApp delivery, read receipts, and reply rates as first-class metrics via Cloud API status webhooks (sent, delivered, read, failed) attributed to the same lead score as email.
Personalize WhatsApp template variables with AI tokens pulling live company, role, recent funding, and intent data so every follow-up reads like a one-off from an SDR.
Run multi-number routing: connect several WhatsApp Business numbers per region or per brand with per-number daily caps and isolated reply inboxes, scaled inside Meta's per-number tier limits.
Stay inside Meta's quality rating tiers (Tier 1 1K conversations per day, Tier 2 10K, Tier 3 100K) with auto-pause on quality drops to Yellow or Red and Slack alerts to admins.
Trigger Zapier and custom webhooks on every WhatsApp event (template sent, delivered, read, replied, opted out) so ops teams build downstream automations without engineering.
Log every WhatsApp touch to HubSpot, Salesforce, Pipedrive, and Attio on the contact timeline with template ID, delivery status, reply text, and lead score updates.
Frequently asked questions
How do I connect WhatsApp Business to Navigent.io?
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Navigent supports the Meta WhatsApp Cloud API directly and also through approved BSPs. Connection takes 5 to 10 minutes once your Meta Business Manager is verified.
Do I need WhatsApp message templates to send first messages?
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Yes. Any outbound message sent outside the 24 hour session window must use a Meta-approved template. Navigent ships with a template library and a submission flow for custom templates.
How long does WhatsApp template approval take?
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Meta typically approves templates within minutes to a few hours, with marketing categories sometimes taking up to 24 hours. Navigent surfaces approval status in real time on the templates page.
What is the WhatsApp 24 hour session window?
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Once a contact replies, you have a 24 hour customer service window to send free-form messages. After 24 hours of silence, the next outbound must be a pre-approved template.
How does Navigent handle WhatsApp opt-in compliance?
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Navigent stores opt-in source, timestamp, and channel on every contact and blocks sending to contacts without recorded consent. This aligns with Meta's Business Policy and GDPR requirements.
Can WhatsApp conversations sync to my CRM?
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Yes. Every WhatsApp inbound and outbound message is logged to HubSpot, Salesforce, or Pipedrive as a timeline activity on the matching contact, with full thread history searchable in Navigent.
What are the WhatsApp messaging limits in Navigent?
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Meta assigns tier-based limits of 250, 1K, 10K, 100K, and unlimited unique customers per 24 hours. Navigent enforces your current tier and automatically upgrades pacing as your quality rating improves.
Which Navigent plans include WhatsApp?
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WhatsApp is included on every plan. Solo supports 1 WhatsApp number, Pro supports up to 5, and Agency supports unlimited numbers across workspaces.
WhatsApp belongs in the sequence, not in a side app.
Connect your WhatsApp Business number and start sending compliant follow-ups in minutes.