WhatsApp Message Management
Zoho – WhatsApp Integration
Connects the WhatsApp Business API directly to Zoho CRM so you can manage every WhatsApp conversation with your customers from inside the CRM record. Messages are logged automatically against the relevant contact or deal.
Key Features
Who Is It For?
- Businesses that communicate with customers mainly over WhatsApp
- Teams frustrated by WhatsApp conversations staying disconnected from the CRM record
For many businesses, WhatsApp is now a faster-response channel than email — but run outside the CRM, conversations stay on a rep's personal phone, and history disappears when staff change or go on leave. This integration connects the WhatsApp Business API directly to Zoho CRM, so every conversation is automatically logged against the right contact or deal.
Setup starts with verifying your WhatsApp Business API access, then defining which rule routes an incoming message to which rep. The lead-assignment logic from our CRM automation post applies just as well to requests coming in through WhatsApp.
Frequently Asked Questions
Does the WhatsApp Business API need separate approval?
Yes, it goes through Meta's own approval process, which usually takes a few days and is handled on your behalf during setup.
Can multiple reps use the same WhatsApp line?
Yes, incoming messages can be routed to different reps based on defined rules, and each replies from their own CRM screen.
Does message history from before the integration show up?
No, only conversations after the integration goes live are logged; earlier messages remain in the WhatsApp Business app.
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