Connect your CRM to WhatsApp
Check clients and deals in the chat and update the CRM with a message or a voice note, as soon as you leave a visit.
A CRM only works if it’s up to date, but updating it on your phone after a visit is the last thing you feel like doing. With Ugo you dictate a couple of lines on WhatsApp and it prepares the note, the activity or the deal’s stage change.
Ugo connects to HubSpot, Odoo, Zoho CRM and Agile CRM. It reads contacts, companies and deals, and changes only go ahead after your “Confirm”.
The guides
How to connect HubSpot to WhatsApp
The simplest way to use HubSpot from WhatsApp is Ugo, an AI assistant with its own WhatsApp number: switch on HubSpot on the Ugo portal, sign in with your HubSpot account and from then on you ask it about contacts, deals and tasks in the chat. Notes, tasks and stage changes only go ahead once you confirm.
Read the guide
How to connect Odoo to WhatsApp
The simplest way to use Odoo from WhatsApp is Ugo, an AI assistant with its own WhatsApp number: on the Ugo portal you enter your Odoo address, your user and an API key, and from then on you ask it about customers, opportunities and quotations in the chat. Contacts, notes, activities and stage changes only go ahead once you confirm.
Read the guide
How to connect Zoho CRM to WhatsApp
The simplest way to use Zoho CRM from WhatsApp is Ugo, an AI assistant with its own WhatsApp number: switch on Zoho CRM on the Ugo portal, sign in with your Zoho account and from then on you ask it about leads, deals and tasks in the chat. Leads, notes, tasks and stage changes only go ahead once you confirm.
Read the guideHow to connect Agile CRM to WhatsApp
The simplest way to use Agile CRM from WhatsApp is Ugo, an AI assistant with its own WhatsApp number: on the Ugo portal you enter your Agile CRM address, your email and your REST API key, and from then on you ask it about contacts, deals and tasks in the chat. Notes, tasks and milestone changes only go ahead once you confirm.
Read the guide
Connect your CRM to WhatsApp
Which CRM works best with Ugo?
The one you already use. The HubSpot, Odoo, Zoho CRM and Agile CRM skills do the same basic things: search contacts and deals, add notes and activities, update stages.
My CRM isn’t on the list: what can I do?
Get in touch from the contact page. If your CRM has an MCP server, you can already connect it with the MCP apps skill.
Connect your apps to WhatsApp today
Create your account, link your number and switch on the apps you use. In a few minutes you’re messaging Ugo like a colleague.
