Integration · Zoho CRM

Zoho CRM WhatsApp Integration: Message Leads the Moment They Arrive

Connect Zoho CRM to Emovur and send WhatsApp Business API messages automatically when a record is created. Use your approved templates, map your CRM fields, and go live without any coding.

CRM
Emovur

No developer needed · Trusted by 10,000+ businesses

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Why Connect

Why connect Zoho CRM with WhatsApp

Your CRM holds your leads, but WhatsApp is where they reply. Connect the two so no lead waits for your first message.

Handle More Leads

When leads come in from ads, forms and your website, manual follow-up can’t keep up. WhatsApp messages go out automatically, however the leads arrive.

Same First Message, Every Time

Every new lead gets the same approved, professional message, no matter which team member owns the lead.

Move Deals Forward

Use WhatsApp to welcome new leads, confirm meetings and keep prospects engaged, so fewer deals stall in your pipeline.

Keep Your Sales Team Focused

Your team stops sending routine first messages. They step in when a lead replies, and spend their time on real conversations.

How It Works

What this integration does

Instant lead, contact, and deal triggers connected straight to approved WhatsApp Business API templates.
1

New lead? They get a WhatsApp Business API message right away.

The moment a lead is created in Zoho CRM, Emovur can send a greeting or qualifying message - no waiting.
2

New contact or deal? Same thing.

New contacts and new deals can each trigger their own WhatsApp Business API message, so sales and support stay in sync.
3

Fields map straight to your template.

Map any CRM field - name, phone, deal name, and more - to your WhatsApp Business API template. No coding required.

Setup

Connect in 6 steps

Connect Zoho CRM once, configure your templates, and activate instant automation webhooks.

1

Open the integration

Go to WhatsApp → All Integrations → Zoho CRM in Emovur.

2

Connect

Click Connect Now and accept the Zoho CRM permissions.

3

Configure a workflow

Open New Lead, New Contact, or New Deal, pick a WhatsApp Business API template, map the fields, and save it as Active.

4

Copy the webhook

Copy the webhook URL and JSON body from the workflow card.

5

Paste into Zoho Automation

In Zoho CRM, create a Webhook action under Automation and attach it to a Workflow Rule set to "When Created."

6

Test it

Create a lead, contact, or deal with a valid phone number and check Send Logs to confirm delivery.

Automations

Ready-made automations

Every workflow uses your approved WhatsApp Business API templates and your own field mapping - nothing is hardcoded.

Workflow

Fires When

Typical Use

Workflow

New Lead

Fires When

Lead created in Zoho CRM

Typical Use

Greet or qualify the lead instantly

Workflow

New Contact

Fires When

Contact created

Typical Use

Keep sales and support in sync

Workflow

New Deal

Fires When

Deal created

Typical Use

Alert stakeholders or the customer

Why Emovur

Why Choose Emovur for Zoho CRM WhatsApp Integration

Emovur sends your CRM messages through the official WhatsApp Business API, using Zoho’s own automation, so there is nothing extra to install.

Official WhatsApp API

Get official access to Meta’s WhatsApp Business API, with 0% markup on Meta’s message charges. You pay Meta’s actual rates.

No Marketplace App

There is nothing to install in Zoho. Connect your account, then use Zoho’s own Workflow Rules to trigger messages.

Instant Delivery

Zoho sends the webhook the moment a record is created, so your message goes out right away. No polling and no delays.

Your Templates, Your Fields

Use your approved templates and map any CRM field, such as name, phone or deal name. Nothing is hardcoded.

Part of a Bigger Toolkit

Zoho CRM is one of several integrations available in Emovur - manage all of it from one OrgAdmin panel.

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FAQs

Frequently Asked Questions

From setup to message automation, here are the answers you need to launch with confidence.

How do I connect Zoho CRM with WhatsApp?

Which Zoho CRM events can trigger a WhatsApp message?

Do I have to set anything up inside Zoho CRM?

Which CRM fields can I use in my message?

Is this the official WhatsApp Business API?

Is a Zoho marketplace extension required?

Is this the same polling approach as Zoho Invoice?

What if the phone field is empty?

Can I use custom modules?

Is there a setup fee?

WhatsApp your Zoho CRM pipeline
automatically

Connect, map one template, paste one webhook, and go live.