A product by AIO Automations
WhatsApp conversations, right inside Zoho CRM
WhatsApp Messenger for Zoho CRM connects your WhatsApp Business number to Zoho CRM. Your team chats with Leads and Contacts, sends approved templates, runs mass sends and automates follow-ups without leaving the record.
Uses the official WhatsApp Business Platform (Cloud API). Your messages and contacts stay in your own Zoho CRM.
What it does
Built for sales and service teams that live in Zoho CRM and talk to customers on WhatsApp.
Two-way chat on every record
A chat panel on Leads, Contacts and other modules shows the full conversation history, including images, documents and replies.
Approved message templates
Import your Meta-approved templates, map variables to CRM fields, and send them with headers, media and buttons.
Mass send from list views
Select records and send a template to all of them, with each message personalised from that record's fields.
Workflow automation
Use the Send WhatsApp Message action in Zoho CRM workflow rules for reminders, confirmations and drip follow-ups.
Consent and opt-out handling
Opt-out and opt-in keywords per number. Opted-out contacts are blocked from further marketing messages automatically.
Inbound capture
Incoming messages are logged against the matching record. Unknown numbers can create a new Lead so no enquiry is lost.
How it works
Set up takes minutes once your WhatsApp Business Account is ready.
- InstallInstall WhatsApp Messenger from the Zoho Marketplace into your Zoho CRM organization.
- ConnectConnect your WhatsApp Business Account and phone number in the extension settings.
- Import templatesPull in your approved templates and map variables to CRM fields.
- Start messagingChat from records, run mass sends, and add the action to workflow rules.
Your data stays yours
We designed WhatsApp Messenger so that customer records and conversations live in your own Zoho CRM, not in a separate database we run.
- Messages, contacts and attachments are stored in your Zoho CRM organization.
- Access tokens and secrets are encrypted and never placed in CRM records or browser code.
- Every request from Meta is signature-verified before it is processed.
- We never sell your data or use message content for advertising.
Built on official platforms
WhatsApp Messenger uses the Meta WhatsApp Business Platform (Cloud API) for messaging and Zoho's own platforms, Zoho CRM and Zoho Catalyst, for storage and hosting. SMS through RingCentral is on the roadmap.
Need help getting set up?
Our team has years of Zoho implementation experience. Email contact@aioautomations.com or book a call.
Ready to bring WhatsApp into Zoho CRM?
Install WhatsApp Messenger or talk to us about your use case.