Integrations
Zoho CRM and WhatsApp Integration
A Zoho CRM–WhatsApp integration lets sales teams send and receive WhatsApp messages from inside Zoho CRM, logs every chat against the lead or contact, and triggers template messages automatically, such as a follow-up after a quote. Conversations stop living only on individual phones.
Key Facts
| Options | Zoho's own WhatsApp integration, marketplace extensions, or a custom integration via the Cloud API |
|---|---|
| Message rules | Template messages to start conversations; free-form replies within the 24-hour window |
| Logged in CRM | Messages, delivery status and replies against the lead or contact |
| Typical automations | Welcome message on new lead, quote follow-up, meeting reminder, payment reminder |
| Pricing | Meta per-message charges plus any provider or extension fee |
What to set up first
- Capture WhatsApp enquiries as leads automatically.
- A template for the first response within minutes.
- Follow-up templates tied to deal stages.
Keep it compliant
Record opt-in, respect opt-out requests and keep marketing messages separate from service messages.
See automating sales follow-up with AI.
Frequently Asked Questions
Can several salespeople share one WhatsApp number?
Yes, through a shared inbox, with each chat assigned to an owner in the CRM.
Will old chats from personal phones move into the CRM?
Not automatically. The integration logs conversations from the business number going forward.
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