Videos · CRM
Connect Zoho CRM to WhatsApp API
How to connect Zoho CRM with WhatsApp Business API on Ominiflow: log chats on the lead, trigger templates from stages, and keep Zoho as system of record.
Also on YouTube · Published 9 Aug 2026
Sales teams lose WhatsApp context when chats live on a personal phone. This video shows connecting Zoho CRM to WhatsApp API so conversations log on the lead and pipeline stages can fire approved templates.
Ominiflow uses native OAuth rather than a Zapier hop. Zoho stays the system of record; WhatsApp is the conversation layer.
What you will see
- Map phone numbers so every WhatsApp thread lands on the right Zoho lead.
- Trigger Utility or Marketing templates from CRM stages, not from a spreadsheet.
- No developer Zap required for the standard Zoho connector.
