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.