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Pitch2SalePitch2Sale

The CRM that carries the deal from first call to final invoice.

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Integrations/Calling & messaging/WhatsApp numbers
Wp

WhatsApp numbers

Link a WhatsApp number by scanning a QR code, then message leads from the lead page with attachments and suggested replies. Replies come back to the same lead, so the conversation never lives only on someone's phone.

Connect in Settings↗Read the help guide
CategoryCalling & messaging
Data flowTwo-way
SetupScan a QR code
PlansEssentials, Growth and Scale
How a message moves

From the lead page to the phone and back

Pitch2Sale sends through the WhatsApp you linked, paced so the number stays healthy. Replies sync back to the lead, with their attachments.

Pitch2Sale · WhatsApp SentReplied

Aperture Labs

FromTom Fischer
Attachmentproposal.pdf
ReplyReceived
message · linked number✉ send →
reply + read receipt← reply ✓
Linked WhatsApp Wp

Tom's phone

DeviceLinked
Read✓
  1. 01Tom links his WhatsApp once by scanning a QR code in Settings.
  2. 02On Aperture Labs he picks his number in the From list and attaches the proposal.
  3. 03Pitch2Sale sends it through his linked WhatsApp, inside the safe sending pace.
  4. 04Delivery and read receipts update the message.
  5. 05The reply lands on the lead's timeline and in the Inbox.

What it does in Pitch2Sale

01 · Company or personal

One shared, or one per person

Connect a company WhatsApp for the workspace, and personal numbers for the people who need them.

02 · Lead page

Send with attachments

Pick the From number, attach images, video, audio or documents, or start from a suggested reply.

03 · Synced replies

Nothing stuck on a phone

Replies and their files land on the lead's timeline and in the Inbox, with read and delivery status.

04 · Number health

Built-in pacing

New numbers warm up gradually, sends are spaced out, and copy-paste blasts are blocked.

Set it up

  1. Open Settings → WhatsApp.

    Choose Connect Company WhatsApp for a shared number or Connect your WhatsApp for your own. Connecting needs the WhatsApp create permission, which admins have by default.

  2. Wait for the QR code.

    You will see "Initializing WhatsApp connection..." for a moment.

  3. Scan it with your phone.

    In WhatsApp, open Settings → Linked Devices → Link a Device and scan the code.

  4. Check it is connected.

    You will see WhatsApp Connected! and the number starts its warm-up.

  5. Message a lead.

    Open a lead, click WhatsApp, pick your number in From, and send.

You will need

  • A WhatsApp account on a phone that stays online
  • Permission to connect WhatsApp (admins by default)
  • A plan with WhatsApp (Essentials, Growth or Scale)
  • Leads with mobile numbers

Help center

Linking, warm-up, sending limits and attachments.

WhatsApp guide ↗

What syncs, and what does not

DirectionWhatWhen
Pitch2Sale → WhatsAppMessages and attachments from the lead pageA rep sends
WhatsApp → Pitch2SaleReplies and their files, on the lead and in the InboxThe lead writes back
WhatsApp → Pitch2SaleDelivery and read statusWhatsApp reports it
WhatsApp → Pitch2SaleMessages from numbers with no lead, saved for you to matchSomeone new writes in
Not syncedChats from before you linked, group chats and broadcasts—

Common questions

Does my phone need to stay on?

Yes. The link works like WhatsApp on a computer, so the phone needs to stay online.

Can I send one message to a big list?

No. Each send goes to fewer than five people, and sending is paced to protect the number. Use the WhatsApp Cloud API with approved templates for business messaging at volume.

How big can attachments be?

Images, video and audio up to 16 MB, documents up to 25 MB.

Is this the official WhatsApp Business API?

No. It links the WhatsApp on your phone. For the official API, see WhatsApp Cloud API.

Works well with

WA
WhatsApp Cloud APIOfficial templates from your business number
Tw
TwilioCalls and SMS on the same lead
Gm
GmailEmail on the same timeline

Keep WhatsApp chats on the lead, not the phone.

Scan one QR code and send your first message from the lead page.

Get started↗All integrations