Connect WhatsApp to Taskip
Manage all WhatsApp conversations with clients directly inside Taskip, personal and business numbers.
Integrations available on paid plans · Cancel anytime
About this Integration
WhatsApp + Taskip
The WhatsApp integration brings your client WhatsApp conversations directly into Taskip. Manage personal and business WhatsApp numbers from a single inbox: reply to clients, share files, and keep every conversation linked to the right contact record without switching apps.
How to Connect WhatsApp to Taskip
Takes about 5 minutes. No developer required.
- 1
Go to Settings → Integrations → WhatsApp
- 2
Scan the QR code with your WhatsApp mobile app
- 3
WhatsApp connects and syncs your existing conversations
- 4
Incoming messages appear in your Taskip inbox immediately
What You Get with WhatsApp
One inbox for all clients
WhatsApp and email conversations appear together in Taskip, with no tab switching.
Personal and business numbers
Connect both your personal and WhatsApp Business numbers to one workspace.
Full conversation history
Every WhatsApp thread is linked to the client contact record in Taskip.
File sharing from Taskip
Share proposals, invoices, and project files over WhatsApp without leaving Taskip.
Frequently Asked Questions
Is the WhatsApp integration free?
No. Taskip integrations are available on paid plans only. The free plan includes core CRM, project management, and client portal features. To connect WhatsApp, upgrade to a paid Taskip plan.
How do I connect WhatsApp to Taskip?
Go to Settings → Integrations → WhatsApp Scan the QR code with your WhatsApp mobile app WhatsApp connects and syncs your existing conversations Incoming messages appear in your Taskip inbox immediately
What happens if I disconnect WhatsApp from Taskip?
Disconnecting stops all future syncs and event sends. Your existing data in both WhatsApp and Taskip remains intact, nothing is deleted from either platform.
Can I send Taskip invoices and files to clients over WhatsApp?
Yes. From Taskip you can attach and send documents, invoices, and project files directly to clients via WhatsApp, without leaving your workspace. The file is delivered as a WhatsApp attachment in the client thread.
More questions? Ask in our Discord community or contact support.
Paid Plans
Unlock WhatsApp on a Paid Plan
Integrations are available on paid Taskip plans. Upgrade in seconds, cancel anytime.
Used Alongside These Features
Manage every WhatsApp chat inside Taskip. Team inbox, AI-drafted replies, and one-click chat-to-lead conversion, personal or business WhatsApp.
Explore feature Sales & CRMLeads
Capture, track & convert leads with Taskip’s CRM, featuring email, SMS & WhatsApp outreach, activity timeline, meeting scheduling, and one-click conversion.
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