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:
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.