Automate Zoho CRM WhatsApp Conversations Easily with Wati

Overview

Send WhatsApp messages directly from Zoho CRM and automatically create leads from incoming WhatsApp conversations. Perfect for sales teams who want to engage leads instantly while keeping all interactions tracked in their CRM.

What you can do:

• Send WhatsApp messages directly from contact pages using “Send WhatsApp” button
• Automatically create leads in Zoho CRM from new WhatsApp conversations
• Send template messages to leads, contacts, and deals from Zoho workflows
• Enable two-way WhatsApp conversations with leads and customers
• Get notifications in Zoho CRM when new WhatsApp messages arrive

Key Features

Direct Messaging

Click “Send WhatsApp” button on any Zoho contact page to message leads and customers instantly without leaving your CRM.

Workflow Integration

Send automatic WhatsApp notifications to leads, contacts, and deals directly from Zoho workflows when specific triggers are met.

Lead Creation

New WhatsApp conversations automatically become leads in your Zoho CRM, ensuring no potential customer falls through the cracks.

Two-Way Chat

Have full conversations with prospects and customers through WhatsApp while maintaining complete context in your CRM records.

Team Collaboration

Multiple team members can manage WhatsApp conversations with shared access to customer history and CRM data.

Wati’s Salesforce WhatsApp Integration for Faster Lead Conversions

Overview

Bridge the gap between your Salesforce CRM and WhatsApp conversations. Import contact data, view customer context during chats, and automate messaging based on Salesforce triggers. Ideal for sales teams managing high-value accounts who need instant, personal communication.

What you can do:

• Import contacts from Salesforce with full contact history
• View lead and account details while chatting on WhatsApp
• Send automated messages when deals update or leads change status
• Create support cases directly from WhatsApp conversations
• Track WhatsApp interactions alongside other customer touchpoints

Key Features

Contact Import & Sync

Instantly access your entire Salesforce contact database in Wati. Customer phone numbers, account details, and deal history appear automatically when they message you on WhatsApp.

Contextual Conversations

See complete customer profiles during WhatsApp chats. View recent deals, support cases, account value, and interaction history without switching between platforms.

Automated Messaging

Set up triggers to send WhatsApp messages when opportunities change stages, leads get assigned, or accounts need attention. Keep customers informed automatically.

Real-time Updates

When customers respond via WhatsApp, their information updates in Salesforce immediately. Keep your CRM data fresh without manual data entry.

Try Wati’s HubSpot WhatsApp Integration for Smarter Customer Engagement

Overview

Turn your HubSpot workflows into powerful WhatsApp campaigns. Send automated messages, sync contacts, and manage customer conversations without leaving your CRM. Perfect for sales & marketing teams who want to reach customers on their preferred messaging platform.

What you can do:

• Send WhatsApp messages directly from HubSpot workflows
• View lead and account details while chatting on WhatsApp
• Send automated messages when deals update or leads change status
• Create support cases directly from WhatsApp conversations
• Track WhatsApp interactions alongside other customer touchpoints

Key Features

Send WhatsApp Messages from HubSpot

Send 1:1 WhatsApp messages or template responses directly from the HubSpot Contact, Deal, or Ticket record without leaving the platform.

Automatic Conversation Logging

Every WhatsApp message (sent and received) is automatically logged to the HubSpot Activity Timeline, giving your team complete visibility into customer communication history.

WhatsApp in HubSpot Workflows

Automate your outreach by setting up triggers to send WhatsApp messages when deal stages change, forms are submitted, or contact properties are updated.

Bi-Directional Contact Sync

View complete HubSpot records beside every WhatsApp chat and ensure your data stays consistent with real-time syncing of contacts and properties between Wati and HubSpot.