Growth plan and up
Zoho CRM + WhatsApp
Supercharge Zoho with WhatsApp's 98% open rate
Bi-directional sync between Zoho CRM and WhatsApp. Push leads, log activities, update records, and trigger WhatsApp messages from Zoho workflows.
What it does
Everything the Zoho CRM connection handles
Auto-push new WhatsApp contacts to Zoho CRM as leads
Look up Zoho records by phone in chatbot and live chat
Push conversation summaries as Zoho activities/notes
Update any Zoho field from chatbot-collected variables
3 chatbot nodes: Lookup, Push Lead, Push Contact
Webhook triggers for real-time bidirectional sync
Zoho Marketplace extension — send WhatsApp templates to one contact, selected records, or all Leads/Contacts without leaving Zoho CRM
In the chatbot builder
5 nodes you can drag into any flow
These appear in the visual builder the moment the integration is connected — no code, no webhook plumbing.
Setup
How you connect it
Most teams are through this in under ten minutes.
- 1
OAuth Authorization
Connect your Zoho account with one-click OAuth — supports all Zoho data centers (US, EU, IN, AU, JP).
- 2
Map Fields
Map WhatsApp contact fields to Zoho Lead/Contact fields. Set default module and owner.
- 3
Add Chatbot Nodes
Use Zoho Lookup or Push nodes in your chatbot flow to read/write records dynamically.
- 4
Live Chat CRM Panel
Agents see Zoho lead/contact data in sidebar during live chats. One-click sync & push.
- 5
Install the Zoho Extension
Add the MotherBot extension from the Zoho Marketplace, generate a token in Integrations → Zoho CRM → Extension, and send WhatsApp templates straight from Contact, Lead, and list-view screens.
What people build
Three things teams set up first
Real Estate Lead Capture
Buyer inquires via WhatsApp → instantly created as Zoho Lead with budget, locality, property interest captured by chatbot.
Follow-up Automation
Zoho stage changes to 'Follow-up' → MotherBot triggers personalised WhatsApp message automatically.
Contact Enrichment
Every live chat creates or updates the Zoho contact with latest conversation data and custom tags.
Send WhatsApp Inside Zoho
Install the MotherBot extension from the Zoho Marketplace to send approved WhatsApp templates to a single contact, a selected list, or every Lead — right from the Zoho CRM screen.
Get started
Put Zoho CRM and WhatsApp on the same page
Fourteen days free with every integration unlocked. We’ll help you connect this one on the setup call.