Zoho CRM
Capture and manage leads from QuickReply chats directly in Zoho CRM for streamlined customer management.
Integrate QuickReply with Zoho CRM
 Trigger |
 Action |
|---|---|
| Workflow rules, tags, or lead status change in Zoho CRM | Trigger personalized WhatsApp messages based on the specific workflow or lead status |
| Data fields in Zoho CRM (e.g., name, lead owner, product interest) | Leverage Zoho CRM fields to personalize WhatsApp message templates |
| WhatsApp conversation occurs with a lead or contact | Sync chat history and message delivery status within Zoho CRM, updating the contact or deal timeline |
About
Zoho CRM is a widely-used CRM platform offering contact management, deal tracking, workflow automation, and omnichannel engagement tools for small to medium businesses.
