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Centralize WhatsApp, email and calls in the CRM

Updated 2026-08-18

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 5 ways to connect, 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.

When composing, the Variables button inserts data from the contact and the linked deal (name, deal title, value, currency, stage). It's written once and each field fills in with the real value when the email is sent, so you personalize without copying and pasting.

Can I use an alias of my mailbox?

If your mailbox has extra addresses (for example sales@ next to your personal one), manage them from the seller's detail in CRM > Settings > Team, in the email block's Mailbox aliases section. With Gmail, the verified aliases of your account appear automatically (the Refresh button re-checks Google); with IMAP or Outlook you add them manually.

Checking an alias does two things: the sync also brings in the emails you send from that alias, and the alias becomes available as the sender in the From picker when composing and replying. If a contact wrote to one of your aliases, the reply goes out from that same address by default.

Outlook aliases are Receive only: they sync incoming and sent mail, but sending always goes out from the main account.

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. Every call —outgoing or incoming, answered or not— logs itself as an activity in the person's history and in each of their open deals, with its outcome and exact duration. You add the notes and the outcome from the phone itself, during the call or in the summary that shows up when you hang up.

Recording is off by default and is turned on per line, from Configure line; the recordings are played from each call's detail view. Automatic transcription only covers voicemail messages: answered calls aren't transcribed. Step by step: Call from the CRM: every call logs itself.

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 about what you see on screen — and it can also answer how-to questions about using MB Suite.