WhatSync

WhatsApp to Attio CRM

Sync WhatsApp to Attio. Search it with Claude.

Keep customer conversations on the right Attio contact, then ask Claude what was promised, missed, or left unanswered.

Connect WhatsAppSee how it works
  • Setup in minutes
  • Open source
  • Your numbers stay yours
AR

Aarav Rao

WhatsApp lead

Can you send the proposal again? We are ready to move this week.
Sent. I am updating Attio with the decision maker and next step.
Perfect. Please mark finance as the approver.
Message
Matched by phone number

Attio · People

Synced
AR

Aarav Rao

Northwind · Proposal sent

Phone
+91 79997 09798
Last message
2 min ago
Owner
Sales · You

Note from WhatsApp

“Perfect. Please mark finance as the approver.”

Just now

Every chat becomes clean CRM context

WhatsApp message lands

A client reply arrives in the channel your team already uses.

Record is matched

WhatSync connects the phone number to the right Attio person.

Context is written

Conversation notes, timestamps, and metadata are saved cleanly.

Next step is visible

Sales, support, and founders can see the actual latest status.

If your business already uses WhatsApp, WhatSync fits right in.

Open source, inspectable, yours to trust.

WhatSync is not a black-box connector. The core WhatsApp to Attio CRM OS is public on GitHub, so users can inspect the project, understand how it works, and build confidence before connecting customer conversations.

View GitHub repo

WhatsApp + Claude

Yes, you can search WhatsApp with Claude.

Once MCP access is enabled on your WhatSync Max account, Claude can search the synced message text you are already allowed to read. Here is what that includes today.

Searchable

Messages and chat history

Claude can find and summarise the synced message text you already have permission to read.

Metadata only

Documents and images

Find an attachment by its caption, type, or document name. The file contents and text inside images are not indexed yet.

Recorded, not transcribed

Voice notes and audio

WhatSync records that a voice note was sent, but Claude cannot search what was said inside it yet.

See how Claude connects

Read only. It cannot send a WhatsApp message for you.

WhatSync adapts to how you already use WhatsApp

Without WhatSync

  • Ask reps for screenshots
  • Miss important WhatsApp replies
  • Update Attio after the fact
  • Lose context across handoffs
Manual chasing

With WhatSync

  • Messages become Attio notes
  • Contacts are matched by phone
  • Pipeline context stays current
  • Teams inspect the same source of truth
Synced automatically
Sales and discovery teams
Founder-led sales
Agencies and client service
Recruiting and candidate pipelines

No new app. No new software.

Just WhatsApp with Attio behind it.

Start syncing
WhatsApp stays familiar.
Attio stays current.

What does WhatSync help you do?

What was the promised timeline?
Pulling it from the Attio note.
Attio noteSynced

Search WhatsApp with Claude

Ask Claude about synced message history instead of scrolling through chats. The connection is read only and follows your existing access.

Control what gets synced

Choose destinations, phone matching, timezone, sharing mode, and number filters after connecting.

Give managers visibility without micromanaging

Your team can inspect customer activity in Attio without asking for forwards, screenshots, or manual recaps.

Field notes

Compare before you connect.

Current prices, honest trade-offs, and a clear answer for the workflow you actually have.

See all guides

4 ways to connect WhatsApp to Attio

WhatSync, TimelinesAI, Zapier, and Make—matched to the job each does best.

Read guide

WhatSync vs TimelinesAI

The closest direct comparison: Attio-first sync versus a broader WhatsApp operations suite.

Read guide

WhatSync vs Zapier

A finished conversation product versus an automation platform you assemble yourself.

Read guide

Questions before you connect

Yes, once MCP access is enabled on your WhatSync Max account. Connect WhatSync to Claude and ask about the synced message text you already have permission to read. Claude can find and summarise chats, and it cannot send WhatsApp messages.How to connect WhatsApp to Claude