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In the modern digital era, customer communication is the key to business success. Whether you’re managing leads, following up on deals, or nurturing long-term clients, timely engagement makes all the difference.
That’s exactly where the Chat ON Desk WhatsApp Integration for Zoho CRM steps in — a seamless solution that connects your CRM with WhatsApp, enabling you to communicate smarter, faster, and more efficiently.
This integration bridges the gap between customer data and real-time messaging, empowering your sales and support teams to send WhatsApp messages directly from Zoho CRM
WhatsApp is one of the most used communication channels in the world, with billions of daily active users. For sales and support teams, it provides a personal, quick, and reliable way to engage customers.
Zoho CRM already helps businesses organize leads and automate workflows — and with Chat ON Desk, you can take it a step further by sending personalized WhatsApp messages directly from your CRM dashboard.
This integration helps businesses:
In short, it transforms Zoho CRM into a complete communication powerhouse.
Communicate with your leads, contacts, or deals directly from within Zoho CRM — no need to switch tabs or platforms
Use pre-approved templates for notifications, updates, or promotional messages that comply with WhatsApp’s quality standards.
With the Chat ON Desk panel, installation and configuration are simple and guided
The integration allows your CRM fields to be dynamically used in WhatsApp templates, ensuring that customer details are always accurate
Multiple team members can send messages through a single verified WhatsApp number using Zoho CRM permissions
Setting up the integration is straightforward and takes just a few minutes.
During installation, allow all the necessary permissions so Chat ON Desk can connect with your CRM modules securely.
After installation, navigate to the Chat ON Desk configuration panel within Zoho CRM.
Once the integration is active, sending messages is easy.
All conversations are logged within the CRM record, allowing your team to review past messages and follow up efficiently.
Need to create your own message templates?
You can submit new templates for WhatsApp approval directly through Chat ON Desk’s Template Submission Portal.
Each template goes through Meta’s review process to ensure quality, security, and compliance with WhatsApp policies.
Templates can include:
Once approved, these templates will appear automatically inside your Zoho CRM for use.
No more switching between platforms or missing important messages. You can reach out to customers instantly — right from Zoho CRM.
Send quick replies to new leads, follow up on inquiries, and share offers in real time — helping you close deals faster.
All messages sent from CRM are visible in the respective record, keeping every team member aligned on communication history.
With pre-approved templates, automation workflows, and placeholders, you can send personalized messages to hundreds of customers efficiently.
Deliver timely updates and proactive support that enhances your customer experience and retention rate.
If you face any issues during installation or setup, the Chat ON Desk support team is ready to help. They assist with:
Visit Chat ON Desk Support to get personalized help anytime.
Chat ON Desk is a Meta-approved WhatsApp Business Solution Provider (BSP), trusted by thousands of businesses worldwide.
With Chat ON Desk, your CRM becomes not just a management tool — but a complete customer engagement platform.
Integrating WhatsApp into Zoho CRM with Chat ON Desk isn’t just a feature — it’s a game-changer for your customer communication strategy.
It helps you:
If you’re ready to bring WhatsApp automation directly inside Zoho CRM, Chat ON Desk makes it simple, secure, and scalable