How do you connect WhatsApp with Zoho CRM?
You can connect WhatsApp to Zoho CRM through supported messaging integrations, such as the WhatsApp Business integration in the Zoho ecosystem or approved third-party connectors, so conversations attach to contact records and templates can be used in workflows. Availability and rules depend on region and the WhatsApp Business policy.
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The common approach is a WhatsApp Business API provider connected to Zoho CRM. Messages then appear on the contact or lead, and sales can reply from the CRM.
Automation can send approved templates for appointment reminders, quotes and follow-ups. Opt-in and template approval requirements apply.
We confirm the best current option for your country during scoping, because providers and rules change.
Key points
- Use the official WhatsApp Business platform
- Collect and store opt-in
- Use approved message templates
- Log conversations against the contact record
Common questions
Can I use my normal WhatsApp number?
Business API numbers have separate requirements. We advise on the right set-up for your volume.
Is it free?
Providers and WhatsApp charge for business messaging. Check current rates.
Sources and further reading
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Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question