Zoho CRM + WhatsApp Integration
Native bi-directional Zoho CRM sync for Indian sales teams — deal stage triggers, lead capture from WhatsApp, and full conversation history on the contact timeline.
Ominiflow is built for Zoho-first teams. OAuth connect in minutes — no Zapier middleware required for standard lead sync, deal stage triggers, and inbound reply logging.
When a deal moves to "Proposal Sent," trigger an approved template sequence. When a prospect replies on WhatsApp, the message appears on the Zoho contact record with agent attribution. Field mapping supports custom modules for real estate, education, and B2B pipelines.
Works with Zoho CRM India data centres. Pair with Ominiflow shared inbox for multi-agent handoff while keeping CRM as source of truth.
How It Works
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1
Connect Zoho via OAuthAuthorize Ominiflow in Zoho CRM settings — select modules (Leads, Contacts, Deals) to sync.
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2
Map fields & triggersMatch WhatsApp chatbot answers to Zoho fields. Define deal stage → template trigger rules.
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3
Enable conversation loggingToggle bi-directional message sync so agents see CRM context in inbox and vice versa.
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4
Test & go liveSend test lead from WhatsApp widget, verify Zoho record creation, and confirm stage-triggered template.