integrate WhatsApp with Zoho CRM

Zoho CRM and WhatsApp

Optimize your marketing efforts and accelerate your sales with WOZTELL and ZOHO CRM.

Over 500 users and hundreds of ZOHO CRM partners use WOZTELL for their WhatsApp communications.

Why integrate WhatsApp with Zoho CRM?

Sell more and better! Multiple WhatsApp numbers, multi-agents, AI chatbots, integrations with basic and custom modules, flow rules, marketing analytics, mass messaging, and more…
At WOZTELL, we created the first market integration in 2019 with WhatsApp Cloud API and ZOHO CRM. We offer a conversational suite to help you get the most out of ZOHO CRM and WhatsApp.

You can also create amazing AI chatbots for WhatsApp, Instagram, Facebook Messenger, and Webchats.

Why integrate WhatsApp with Zoho CRM?

Advanced features you’ll love about WhatsApp and ZOHO CRM with WOZTELL

Mobile version to send and receive messages

Advanced WhatsApp analytics within ZOHO CRM

Chatbots that fill in data on customer records

Integration with custom modules

One number or multiple numbers across all ZOHO

WOZTELL and ZOHO CRM are the perfect match to improve your sales results. Enhance your company’s communications through WOZTELL easily and unify within your Zoho CRM.

With the WOZTELL extension for WhatsApp and Zoho CRM, your team can:

Automatically create leads and contacts from customer-initiated conversations.
Start a conversation directly from the customer’s record and review their history without leaving the record.
Configure all rules and workflows in Z.C and across the ZOHO suite.
Create and activate chatbots for primary responses with artificial intelligence that perfectly interacts with your predefined and personalized modules.
Advanced analytics for attribution, marketing, and agents.

Integration with WhatsApp and ZOHO CRM ready to use

WhatsApp CRM Integrations and Automation

WhatsApp Marketing in ZOHO CRM

Boost your engagement while attributing your leads to each WhatsApp interaction

WOZTELL’s integration with ZOHO CRM for your marketing purposes allows you to optimize everything from lead generation to retention. This combination enables you to manage everything more efficiently and effectively.

Generate campaigns and perfectly attribute conversions in ZOHO CRM.
Generate campaigns and perfectly attribute conversions in ZOHO CRM.
Detailed analytics: Set up custom dashboards to measure the impact of your WhatsApp messages.
Intelligent chatbots powered by GPT.
Personalized bulk messaging.
Dynamic lead nurturing.

Conversational Marketing for the Automotive Sector

Success Stories

IS Group Success story

2x increase in sales closures

Solution: Managing leads that come to their real estate agency to contact them in real-time and increase the chances of closing a sale.

Result: Automating the sending of WhatsApp messages to leads and sales agents.

It was great. From 0 to 100, they guide you to configure your leads to arrive in the way you’re looking for. It’s spectacular. Eliot Mendez – Director of IS Group

SegurLine Success story

4x increase in sales within 6 months

To stand out from the competition, they began to carry out the quotation and contracting process through WhatsApp instead of email or phone calls.

Chatbots that facilitate and expedite the process of quoting auto insurance while keeping the human touch intact.

««It was much easier than I thought. If I can manage the amount of workflow that I have in the company today, it’s thanks to WOZTELL» Maximiliano Díaz – CEO & Founder SegurLine

Vitaldent

40% fewer cancellations and 50% fewer inbound calls

Solution: Automated appointment reminders and personalized WhatsApp messages.

Result: Increased operational efficiency and higher patient satisfaction.

Sell more with WhatsApp in ZOHO CRM

There’s no doubt that WhatsApp helps you sell, but using WhatsApp traditionally doesn’t increase your sales since it’s not designed to integrate with your CRM, causing you to miss out on most available functionalities. The integration of WOZTELL with ZOHO CRM allows you to centralize the WhatsApp conversations of your entire sales team into one or multiple numbers, enabling you to:

Mobile App: Enable your team to work from anywhere using their mobile phones.
Automatically create leads: Convert all WhatsApp contacts into leads in ZOHO CRM.
Monitor sales teams: Oversee your sales teams directly from Zoho CRM.
Generate Round Robins and Assignment Rules: Distribute leads among your sales team through WhatsApp.
Automate via workflows: Utilize fields from all your modules to create automated workflows.

Whatsapp shop payments

Conversational support via WhatsApp for Education

Automate support through WhatsApp and enhance the experience while reducing costs with a WhatsApp chatbot. Respond to all your customers’ inquiries instantly, improving service and freeing up your customer support team.

WhatsApp for Education
Official integration with Zoho marketplace
MORE THAN 400 INSTALLATIONS

Make data-driven decisions, not intuition-based decisions!

With WOZTELL’s integration between WhatsApp and ZOHO CRM, you can leverage advanced WhatsApp analytics within ZOHO CRM. Access a variety of basic and advanced reports to understand:

The number of WhatsApp messages sent by company, user, and automation.
The average response time of each agent on WhatsApp.
Campaign attribution up to conversion.
Advanced integration with ZOHO Analytics and WhatsApp.

Create any automation with Zoho CRM Workflows

Artificial Intelligence in ZOHO CRM and WhatsApp

In addition to integrating with ZOHO CRM, WOZTELL connects with ChatGPT and other AI technologies, enabling advanced chatbots that interact directly with ZOHO CRM.
Create simple decision-tree chatbots or use our powerful bot builder to harness the full power of ChatGPT on WhatsApp and handle any complex situation.

Artificial Intelligence in ZOHO CRM and WhatsApp

Ready to integrate Zoho CRM with WhatsApp and transform your customer management?

With WOZTELL and the integration of Zoho CRM and WhatsApp Cloud API, you’re one step away from taking your business to the next level. Take advantage of the opportunity to optimize your processes and improve customer relationships. Contact us now and start the transformation!

Book a meeting with WOZTELL