Industry
Alerts and answers on the channel customers check first.
Send transaction and payment alerts from your own systems, qualify loan and insurance leads in the chat and collect documents — with every interaction logged against the customer record.
- Alerts triggered by webhook
- Lead qualification
- Documents in the chat
Utility template · triggered by your system
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Reply logged on the customer record
Customers worldwide
Trusted by high-growth businesses across the world
What you can do
How financial teams use WhatsApp Hub
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Alerts from your systems
Trigger a flow by webhook to send transaction, due-date and payment alerts with approved templates.
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Qualify leads
Ask about income range, product and timeline with a flow or AI agent.
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Structured details
Collect application details with WhatsApp Forms mapped to CRM fields.
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Collect documents
Customers share documents in the chat and they stay in the conversation history.
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Delivery and read tracking
See which alerts were delivered, read and replied to.
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Your data stays yours
Platform data is never sold or used for third-party advertising.
How it works
Up and running in three steps.
Connect your number
Link your WhatsApp Business Account to WhatsApp Hub.
Approve your templates
Create and sync the alert templates you need.
Trigger from your systems
Call the flow webhook when a transaction or due date happens.
Questions, answered
Can alerts be sent automatically from our core system?
Yes. A flow can start from a webhook and send an approved template, so your system triggers the alert.
Can customers share documents?
Yes. Documents shared in the chat are kept in the conversation history for your team.
Can we see if alerts were read?
Yes. Delivery and read status are tracked for messages and campaigns.
Do you sell customer data?
No. Platform data is used only to provide the service and is never sold.
Meta Business Partner
Bring every WhatsApp conversation into one place.
Connect your number to BullCRM WhatsApp Hub and answer every chat with full CRM context.