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Centralize WhatsApp, email and calls in the CRM

Updated 2026-07-13

In two lines: connect your channels once and each conversation is saved alongside the contact's history. The business WhatsApp is connected at the CRM level; Email and telephony are connected by each person from their personal settings.

How do I connect WhatsApp?

WhatsApp is connected with the official API and has its own section due to its complexity (the 3 connection modes, the templates, the 24-hour window and attribution):

Once connected, conversations are centralized alongside the rest of the contact's history, and leads that arrive from your ads come in identified with their source.

How do I connect my email?

Email is personal: each salesperson connects their own to write and receive without switching tabs.

  • Go to CRM > Settings > Team.
  • In your Personal integrations, connect your Gmail, Outlook or IMAP account.

The emails you send go out from your own address and stay in your sent folder, and the contact's replies appear in their deal's history. You can also write from CRM > Email.

How do I call from the CRM?

Telephony is activated in the Phones module and lets you call from the CRM with multi-country numbers. Each call is logged in the deal's history, with its notes and —if you enable it— recording and transcription.

Email and calendar are per person: each team member connects their own in CRM > Settings > Team, in their Personal integrations. WhatsApp and telephony are configured at the business level.

Next step: with the channels connected, the whole history fills itself in each Manage a deal: history, activities and agenda.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.