CRM template
Prepare WhatsApp group contacts for CRM import.
Export visible WhatsApp Web group contacts, review them in a spreadsheet, then map the cleaned rows to a CRM-ready template with phone number, name, source, owner, stage, next action, and consent-review columns.
Why use a CRM import template?
WhatsApp groups are often where sales, admissions, real estate, retail, event, and operations contacts first appear. A CRM, however, needs structured fields. A simple template keeps the review step consistent before imported contacts affect pipeline, reporting, ownership, or campaign lists.
WA - Download Group Phone Numbers helps create the export from visible WhatsApp Web group contact details. This template helps the team decide what to keep, what to remove, and how to prepare the cleaned rows for the CRM or spreadsheet system they already use.
Recommended columns
- country_code: region context for sorting and assignment.
- phone_number: the primary value used for dedupe and CRM matching.
- saved_name: the name already saved by the WhatsApp account, when available.
- public_display_name: useful for unsaved group participants.
- source_group and source_name: where the row came from.
- lead_owner and lead_stage: internal fields added after review.
- next_action: what the assigned person should do next.
- consent_status: a review field before follow-up.
- notes: local context that should not be lost during handoff.
How to use it
- Export visible WhatsApp Web group contacts with WA - Download Group Phone Numbers.
- Open the export in Excel, Google Sheets, or another CSV-compatible tool.
- Copy reviewed fields into the CRM import template columns.
- Remove duplicates, irrelevant rows, and contacts that should not be used.
- Add internal owner, stage, next-action, and consent-review values.
- Import only the cleaned and approved rows into your CRM.
What not to do
Do not import raw WhatsApp group exports directly into a CRM without review. Raw lists can include duplicates, old participants, incomplete names, rows from the wrong source, or contacts that should not receive follow-up. The template is meant to support careful cleanup, not automated outreach.
Related pages
See WhatsApp leads to CRM, WhatsApp contact export fields, export group members to CSV, and export unsaved WhatsApp contacts.