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Connect WhatsApp Business API with Zoho CRM
Empowers teams to send and receive WhatsApp messages directly from CRM records such as Leads, Contacts, Deals and Workflows.
- AI-Powered
- Lead Generation In Zoho CRM
- Whatsapp Message
- Automatic Follow-Up
- Deal Closed
Integrate your WhatsApp with Zoho CRM
What is WhatsApp Integration for Zoho CRM?
Zoho CRM WhatsApp integration allows businesses to connect their WhatsApp Business API with Zoho so that teams can communicate with customers directly from CRM records.
Chat ON Desk provides a complete WhatsApp Business API integration for Zoho CRM, enabling sales and support teams to manage conversations without switching tools.
With a proper integration, businesses can:
Send WhatsApp messages from CRM
No more juggling of tabs
Receive customer replies in real time
Right within your ZOHO CRM
Automate notifications using workflows
No Coding Skills Required
Track all conversations inside CRM
Complete chat history in a single view
Why Integrate WhatsApp with Zoho CRM?
More than 2 billion people use WhatsApp globally, and customers increasingly prefer messaging over email or phone calls. By integrating WhatsApp with Zoho CRM, businesses can:
This makes WhatsApp one of the most effective communication channels for CRM-driven sales and customer engagement.
Chat ON Desk Features for Zoho CRM WhatsApp Integration
Sales teams can send and receive WhatsApp messages directly from Zoho CRM records including:
Leads, Contacts, Deals, Accounts, Sales, Orders
Agents can view the entire conversation history and reply without leaving Zoho.
Chat ON Desk allows you to send WhatsApp broadcast messages to multiple contacts directly from Zoho list views.
You can select up to 100 records at a time and send a template message to:
Campaign audiences, Follow-up leads, Payment reminders, Event invitations
This capability is not available in Zoho’s native WhatsApp integration, making Chat ON Desk ideal for marketing campaigns.
Automate WhatsApp notifications using Zoho CRM workflow rules.
Trigger WhatsApp messages when:
A new lead is created, A deal stage changes, An order is placed, A payment reminder is due
Template variables can be mapped with Zoho CRM fields such as:
Customer name, Order details, Deal information
When a new customer sends a message to your WhatsApp number, Chat ON Desk can automatically create a Lead or a Deal
This ensures that every WhatsApp conversation becomes a trackable CRM opportunity.
Whenever a customer replies on WhatsApp:
The message is linked to the CRM record, The record owner receives a Zoho Signals notification
Your team can respond instantly without missing important customer messages.
Chat ON Desk also provides a dedicated module inside Zoho CRM that stores:
Incoming messages, Outgoing messages, Message delivery status
This creates a complete audit trail of WhatsApp communication for reporting and compliance.
Supported Zoho CRM Editions
Chat ON Desk works seamlessly with Zoho CRM trial accounts and all major paid editions, allowing businesses of any size to manage WhatsApp conversations directly from Zoho CRM.
Trial Version
Fully compatible with
Zoho CRM trials.
Standard Edition
Ideal for small
teams.
Professional Edition
Advanced CRM
features.
Enterprise Edition
Enterprise-level
solutions.
Ultimate Edition
All features
unlocked.
- Works with Leads, Contacts, and Deals modules
- Supports workflow automation and custom buttons
- Compatible with Zoho Marketplace extension framework
Zoho Native WhatsApp vs Chat ON Desk
Chat ON Desk extends Zoho CRM by adding marketing and automation capabilities for WhatsApp.
How to Connect WhatsApp with Zoho CRM
The setup process is simple and takes only a few minutes.
Once connected, your team can manage WhatsApp conversations directly from Zoho.
Install
the Chat ON Desk extension from Zoho Marketplace
Connect
your Chat ON Desk account
Configure
WhatsApp number and message templates
Start
sending messages from Zoho CRM records
Common Use Cases for Zoho WhatsApp Integration
Sales Follow-Ups
Send WhatsApp reminders to leads and prospects.
Customer Support
Resolve customer queries faster using WhatsApp messaging.
Order Notifications
Automatically notify customers about order confirmations and updates.
Event Messaging
Send broadcast messages for promotions and events.
Featured Insight
Deep dive into the core features
FAQs
Everything You Need to Know About Using Chat ON Desk with Zoho CRM.
The integration enables businesses to send automated chat notifications, manage customer communications, and log all interactions directly inside Zoho CRM, ensuring centralized communication and better workflow automation.
Yes. You must have administrative privileges for both Chat ON Desk and Zoho CRM to authorize connections, manage API access, and enable permissions.
Absolutely. Once integrated, Chat ON Desk allows real-time message and notification delivery directly from Zoho CRM whenever customer events or lead actions occur.
Yes, Zoho CRM can send WhatsApp messages using WhatsApp Business API integrations like Chat ON Desk.
Zoho CRM’s native WhatsApp integration does not support broadcast campaigns. Chat ON Desk enables broadcast messaging directly from Zoho CRM list views.
Zoho CRM’s native integration focuses on conversations. Platforms like Chat ON Desk enable broadcast messaging directly from Zoho CRM.
Yes. Zoho CRM integrations require access to the WhatsApp Business API provided by an official provider like Chat ON Desk.
All messages and notifications sent via Chat ON Desk are automatically logged under the relevant Zoho CRM contact or lead record, ensuring complete visibility and tracking.
Check if Zoho CRM API permissions are correctly granted and tokens are active. You can also reauthorize integration or verify field mappings in Chat ON Desk settings.
Yes. All communication between the two platforms is encrypted, credentials are securely stored, and both systems comply with GDPR and data protection standards
You can integrate WhatsApp with Zoho CRM by installing the Chat ON Desk extension from the Zoho Marketplace and connecting your WhatsApp Business API account.
Yes. Chat ON Desk can automatically create a Lead or Deal when a new WhatsApp conversation starts.
Yes. With Chat ON Desk, Zoho CRM workflows can automatically send WhatsApp messages based on CRM events.
Yes. Teams can manage conversations collaboratively inside Zoho CRM.
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Provide support on your customer’s favorite app, and improve your CSAT scores.
Personalize Marketing
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Automate sales & support
Get an intelligent chatbot with pre-made ecommerce templates to automate sales & support.
One Customer One Thread
Get all messages in a single thread from all channels, so that you do not have to search at different platforms.
No Code Implementation
Install our Shopify App, so that you do not have to worry about integrating API's, and you can focus on other areas of your business.
Contextual Communication
Loop in an agent when required without losing the context of the conversation.