WhatsApp Integration for Zoho CRM
Send WhatsApp template messages to Leads and Contacts directly from Zoho CRM, and trigger them automatically from Zoho Workflows.
Send from a record
Pick a template and send WhatsApp right from a Lead or Contact.
Workflow automation
Auto send a template when a Lead is created or a field changes.
Logged to Zoho
Each send is recorded so your CRM history stays complete.
Secure by design
Calls run server side through a Zoho connection, not the browser.
WhatsApp where your sales team already works
Your team lives in Zoho CRM. With this integration they can message a lead on WhatsApp without leaving the record, using approved templates with the contact details filled in for them.
- Send approved templates from Leads and Contacts
- Variables pre filled from CRM fields
- Message preview before sending
Automate the follow up
Use Zoho Workflows to send a WhatsApp template automatically when a lead is created or a stage changes. Set it up once and let it run.
- Trigger templates from Workflow rules
- Auto create contacts from Zoho leads
- Step by step setup guide included
Frequently asked questions
How do I connect WhatsApp to Zoho CRM?
You create a connection in Zoho, add the YVWhatsApp widget to your Leads and Contacts, and you are ready to send. A full step by step guide is available in the help section.
Can I send WhatsApp automatically from Zoho?
Yes. A Zoho Workflow can trigger a WhatsApp template automatically when a lead is created or a field changes.
Is it secure?
Yes. The widget calls our server through a Zoho connection, so your secret stays off the browser and there are no cross origin security issues.
Connect WhatsApp to Zoho CRM
Send and automate WhatsApp from the CRM your team already uses.