Zoho CRM + WhatsApp Setup Tutorial
Native Zoho CRM connection without Zapier — OAuth, field mapping, deal stage triggers, and conversation logging.
Zoho India data centre supported. For Bigin users, same connector with simplified deal mapping. Blueprint transitions can webhook to Ominiflow for advanced automation.
How It Works
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1
Open Ominiflow integrationsSelect Zoho CRM → Connect via OAuth.
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2
Select modulesEnable Leads, Contacts, Deals sync based on your pipeline.
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3
Map chatbot fieldsMatch bot questions to Zoho custom fields (budget, city, course).
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4
Create stage triggersDeal stage "Contacted" → send template sequence day 0, 2, 5.
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5
Verify loggingReply to test message; confirm activity on Zoho contact timeline.