This is how to work with your Zoho WhatsApp Integration

Sending automated messages to potential customers via WhatsApp to attract their interest in your business in an innovative way is a real possibility. Discover here how to leverage Zoho WhatsApp CRM integration to improve your communications.

All businesses seek to increase revenue and the number of loyal customers, so to achieve this goal they must grow and focus on improving their services.

On the one hand, a business cannot satisfy the needs of its customers if it does not have an established connection between various departments. So, following this concept, if your business strategy is too focused on internal operations, it may not succeed without good quality customer service.

The Zoho WhatsApp integration allows you to improve customer service and optimize the work in your business. This integration is useful also to implement a set of important tools and help analyze and improve the work of the sales department. Your business can stand out and communicate where it is convenient for customers.

In this article, we will tell you how you can take advantage of Zoho WhatsApp integration. But first, let’s take a look at an overview of this integration and why it is considered important.

What are Zoho and CRM?

Zoho is a CRM (Customer Relationship Management) platform that unifies all aspects of a company in one place. It allows you to have everything centralized, improves productivity and encourages you to be more competitive.

The data obtained from CRM is very useful and Zoho further helps to segment customers, have a more controlled management and improve customer retention along with consumption.

The Zoho WhatsApp integration ensures that communication with existing customers is much more productive, as they can also be personalized. With these two tools, you will have many benefits over the competition.

The Zoho WhatsApp integration across the customer journey

As we have mentioned before, CRMs help companies optimize efficiency and performance because they employ streamlined processes that are based on accurate, quality data.

When integrated, they can automatically connect different software modules and tools to help manage the entire customer journey.

Fortunately, with WhatsApp you can also connect your business with your customers and prospects. Let’s see how this integration influences each stage of your journey.


This is the stage where the customer has just discovered your product or service, so the initial goal is to direct them to your WhatsApp inbox. In Zoho, there are several entry points to consider at this stage:

  • Zoho Campaigns and other forms

Instead of asking users for their email, you can ask them for their WhatsApp number in a form with Zoho Campaigns or with any type of form.

  • Sales IQ

You can install a chat button on your website and direct them directly to a WhatsApp conversation.


WhatsApp can help you increase the number of potential customers. It is key for companies to consolidate their business relationships with customers, as it facilitates the buying process in a single conversation.

But the truth is that this tool gets stronger when Zoho comes into play.

Zoho CRM can track all lead data, which helps your sales agents close deals efficiently and provide better service. The idea is to map the entire customer journey for each lead, so agents get information that influences conversations in a positive way.


This is the opportunity to provide a service that encourages the customer to come back and repeat the experience once again.

Zoho and WhatsApp can help you expand business relationships with your customers through live chats like Cliq. This is an ideal tool to create a post-sales experience that your customers will not forget.

Want to know more? Let´s talk via WhatsApp!

Why businesses use Zoho WhatsApp integration

Authorized Zoho companies have collaborated with WhatsApp to improve and enhance several aspects. Here are some benefits of this integration.
  • Improved commercial control 

The more workforces involved in a business, the more difficult it can become to monitor each individual’s work. However, the Zoho WhatsApp integration can help monitor the sales department remotely.

WhatsApp integration with Zoho CRM allows you to check the communication that is going on between the management of different departments.

  • Better analysis tools

With Zoho’s integration with WhatsApp, you can analyze the age, gender and options of customers using your services and products. This allows you to see your target customers much more clearly.

  • Automation options

Marketers will be able to reduce multiple routine activities and spend more time communicating with customers. Incoming messages from WhatsApp trigger Zoho CRM to automatically create a task that reminds them when to respond to the customer.

They can also set up a chatbot to collect information from users and update the information stored in Zoho.

  • Workflow optimization

In case you have Zoho set up, it makes sense for your team to manage everything on this platform. From receiving important updates on new contacts, to communicating with your existing customers, the Zoho integration allows you to automate an important part of the process.

  • Improved internal communication

Better internal communication within a company is achieved through team collaboration.

In other words, there are different tools that enable collaboration across teams and business sectors. With the Zoho WhatsApp integration, there is no need to worry about team communication issues.

Use cases of the Zoho WhatsApp integration

As you can perhaps imagine, the uses of Zoho WhatsApp integration are plentiful. Here are a few that you can use as inspiration for your own business strategy.

-Sending lead magnets: You can send a lead magnet or even automate a chatbot that collects user data and sends them the attached document when they complete the process.

– Stock availability: If a customer has shown interest in a product but it was out of stock, you can send them a template and notify them when it is available again.

-Link to catalog: Direct your users to your catalog or to the section of the catalog that is most relevant to them.

-Payment confirmation: After the purchase process, you can send the payment confirmation by WhatsApp to avoid switching to email.

– Schedule an appointment: WhatsApp facilitates the entire sales process and this is noticeable when a customer tries to make an appointment in a few minutes.

– Order status: Giving users the possibility to check the status of their order with a tracking number is a sign of transparency and availability.

– Complaint management: If there are any complaints or problems after the sale, WhatsApp is the place to attend and respond to your customers.

– Cross-selling and up-selling: Recommend similar (up-selling) or complementary (cross-selling) products through WhatsApp. Make personalized promotions that encourage them to follow up with an additional purchase.

To sum up 

As you can see, WhatsApp is used for both personal and business purposes. Many organizations are already using it to get more benefits by integrating it with Zoho CRM.