CRM Endpoints
Connect WAzion with your CRM or ERP
Displays your system data in the WAzion sidebar. The AI accesses customer information to provide more accurate responses.
What are CRM Endpoints?
They are URLs from your system that WAzion queries to obtain customer information. When you open a chat, WAzion calls your endpoint with the customer’s phone number and displays the data you return.
This allows you to see data from your CRM, ERP, or any proprietary system directly in WhatsApp Web, without leaving the conversation.
How does it work?
You open a chat
WAzion detects the customer’s phone number.
Consult your CRM
Call your endpoint with the phone number as a parameter.
Show the data
The data appears in the WAzion sidebar.
What data can you show
Customer data
Name, email, address, segment, registration date, etc.
Metrics
Total spent, number of orders, discounts applied, loyalty points.
Orders
List of orders with status, amount, and tracking.
Customer status
VIP, New, Delinquent, Premium... Labels of your system.
Internal notes
Notes from your CRM about preferences or issues.
Links
Direct links to the customer profile in your system.
AI uses your data
Your CRM data is passed as context to the AI, which can use it to provide more accurate and personalized responses.
No need for Shopify
Perfect for companies with their own CRM, ERP, or custom systems that do not use Shopify.
Technical specifications
Your endpoint receives
- → Customer’s phone number (international format)
- → Authentication token (configurable)
- → Custom headers (optional)
Your endpoint returns
- ← JSON with customer data
- ← Order list (optional)
- ← State and tags (optional)
For developers
Consult the complete technical documentation with code examples, expected JSON structure, and best implementation practices.
See technical documentationFrequently Asked Questions
Is it compatible with my CRM?
If your CRM has an API or you can create an endpoint that returns JSON, yes. It works with Salesforce, HubSpot, Zoho, custom systems, ERPs, etc.
Can I use Shopify and my CRM?
Yes. Your CRM data complements Shopify’s. Both appear in the side panel.
How much time does WAzion have to receive a response?
Your endpoint has up to 60 seconds to respond. We recommend times under 3 seconds for a smooth experience.
Are the data secure?
Yes. The calls are made via HTTPS and you can configure authentication. The data is only shown to the agent who opens the chat.
Connect your CRM with WAzion
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