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CRM integration · Beta

Zoho CRM + WhatsApp in one inbox.

Push WhatsApp leads + conversations into Zoho CRM. Built into NextAiBot; no Zapier glue required for this one.

  • Beta -- functional with hand-holding from us during setup.
  • New WhatsApp conversation -> new Zoho lead with the inbound message body + tags.
  • Works inside your white-label workspace -- your clients see your brand, not ours.
Get a 15-min demo See INR pricing

Get help with Zoho CRM

Tell us your stack -- we'll walk you through the setup or pair you with a sample flow within one business day.

We'll reply on WhatsApp / email within one business day. No marketing without your opt-in — see our privacy policy.

What the Zoho CRM integration does

Zoho CRM integration pushes new WhatsApp leads + conversation summaries into your Zoho account. Two-way sync (Zoho contact -> WhatsApp message back) is in beta.

How it connects

Connect via Zoho's OAuth flow on the Integrations page. We use the standard Zoho CRM API + the OAuth refresh-token loop to push contact + deal + activity updates.

Day-1 flows

What you can ship with Zoho CRM on day 1

New WhatsApp conversation -> new Zoho lead with the inbound message body + tags.
Zoho deal stage change -> WhatsApp template fires to the contact ('Your application is approved!').
Zoho contact tags sync to our identity-graph contact so attributes stay aligned.
Setup

Setup — in 4 steps

  1. 1Settings -> Integrations -> Zoho CRM -> Connect.
  2. 2Authorise on the Zoho consent screen. Pick the modules you want synced (Leads, Contacts, Deals).
  3. 3Map our tags + custom attributes to Zoho fields on the mapping screen.
  4. 4Test by tagging a contact and watching it appear in Zoho within ~30 seconds.

Pairs well with

Google SheetsZapier

Frequently asked

Is the Zoho CRM integration available on every plan?+

Zoho CRM is available on Growth and Agency White-label plans. Starter (single-channel) doesn't include third-party integrations -- you can upgrade in-app whenever you need them.

Do I pay extra for Zoho CRM?+

Our integration is free on the plans that include it. Whatever Zoho CRM themselves charge (API usage, transaction fees, subscription) is billed by Zoho CRM directly to your account -- we don't mark it up.

How long does setup take?+

4 steps; about 10-15 minutes if you already have an Zoho CRM account. The longest step is usually generating the API key on Zoho CRM's side -- the connection itself on our side is one paste.

Can my clients use this on my white-label workspace?+

Yes. The integration sits inside the workspace, so when you provision a client they see the Zoho CRM option in their Settings under your agency brand. Per-client credentials supported -- your client's Zoho CRM key, not yours.

What if the Zoho CRM integration doesn't cover my exact flow?+

Two options: (1) compose with Zapier / Make / n8n for one-off use cases without engineering work; (2) wire our custom webhook firehose to your own backend for complex flows. Both available on the same plans.

It's marked Beta -- is it safe to run in production?+

Beta means the core flow works but we're still tuning around the edges (error handling, retry policies, less-used auth scenarios). We'll hand-hold the setup and stay on call during go-live. If you find a rough edge, that's exactly the feedback we need; report it and we'll prioritise the fix.

Get help with Zoho CRM

Tell us your stack -- we'll walk you through the setup or pair you with a sample flow within one business day.

We'll reply on WhatsApp / email within one business day. No marketing without your opt-in — see our privacy policy.

Or email info@nextaibot.in · see pricing