Effortlessly connect your chats and customer list, so every conversation becomes a chance to follow up, build relationships, and grow your business.
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Rated 4.9 on Shopify and G2
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Bring new leads/customers into the CRM via WhatsApp and ensure their details are accurately captured.
Manage live WhatsApp conversations, campaigns, and touchpoints, ensuring all interactions are tracked and leveraged.
Move leads down the funnel, triggering actions, automating sales/support processes, and closing deals.
Measure, analyze, and optimize all WhatsApp+CRM activities for better outcomes.
WhatsApp Opt-in Collection
Trigger
User messages WhatsApp Business or clicks WhatsApp ad
Action
Automatically capture and sync new lead in Zoho CRM
Instant Lead Record Creation
Trigger
New WhatsApp number not found in Zoho CRM
Action
Auto-create new lead/contact in Zoho CRM
Chat-to-CRM Field Mapping
Trigger
User shares contact info in WhatsApp chat
Action
Extract and populate CRM fields (name, phone, email)
Source Attribution
Trigger
WhatsApp lead arrives via ad, widget, or campaign
Action
Tag Zoho CRM record with lead sourcecapture and sync new lead in Zoho CRM
Duplicate Detection & Merging
Trigger
WhatsApp number matches existing Zoho CRM contact
Action
Link chat to existing contact; avoid duplicate entries
Auto-Assign to Owners or Teams
Trigger
New lead/contact created in Zoho CRM from WhatsApp
Action
New lead/contact created in Zoho CRM from WhatsApp
Welcome Message or Auto-Responder
Trigger
New lead captured from WhatsApp
Action
Instantly send personalized WhatsApp greeting
Auto-Link Chats to CRM Contacts/Deals
Trigger
WhatsApp message from a recognized CRM contact
Action
Log chat to correct Zoho CRM contact/deal
Message Threading & Timeline Sync
Trigger
Ongoing WhatsApp chat activity
Action
Sync message history in Zoho CRM threaded timeline
Notes & Activity Logging
Trigger
Sales/support makes note-worthy chat action
Action
Sales/support makes note-worthy chat action
Voice Note & Media Logging
Trigger
Media/voice note shared via WhatsApp
Action
Attach file automatically to Zoho CRM record
Segment-Based WhatsApp Broadcasts
Trigger
Select Zoho CRM segment for campaign
Action
Send WhatsApp broadcast to CRM-based target group
Personalized Message Templates
Trigger
Campaign created for CRM audience
Action
Send messages to CRM segment at scheduled time
Bulk Messaging Scheduler
Trigger
Campaign scheduled in WhatsApp tool or Zoho CRM
Action
Send messages to CRM segment at scheduled time
Click & Response Tracking
Trigger
Recipients interact with WhatsApp campaign
Action
Track clicks and replies; update Zoho CRM engagement data
Bi-Directional Contact Updates
Trigger
Contact updated in WhatsApp or Zoho CRM
Action
Automatically sync updated info both ways
Profile Enrichment from Chat Data
Trigger
User shares new info in WhatsApp chat
Action
Enrich Zoho CRM record with chat data
Auto-Tagging & Segmentation
Trigger
Chat contains keywords or behaviors
Action
Auto-tag and segment contacts in Zoho CRM
Trigger CRM Workflow on Chat Events
Trigger
WhatsApp message triggers sales or support workflow
Action
Initiate Zoho CRM automation (e.g., tasks, emails)
Automated Deal Stage Updates
Trigger
Key buying signals received via WhatsApp
Action
Move deal to next stage in Zoho CRM pipeline
Task & Activity Creation
Trigger
Conversation requires follow-up or action
Action
Auto-create task or activity in Zoho CRM
Alert/Notification Triggers
Trigger
High-priority chat or escalation detected
Action
Send real-time notification or alert in Zoho CRM
Automated Lead Qualification Flows
Trigger
User starts WhatsApp chat; shares qualifying info
Action
AI-bot asks questions, qualifies lead, updates Zoho CRM fields
FAQ & Knowledge Base Bot
Trigger
User asks info on WhatsApp
Action
Bot answers instantly, logs interaction in Zoho CRM
Appointment & Demo Booking
Trigger
User requests meeting/demo via WhatsApp
Action
Bot schedules meeting; logs in Zoho CRM calendar
Post-Chat Survey & Feedback
Trigger
Conversation closes or support delivered
Action
Bot sends feedback survey; updates Zoho CRM with result
Auto-Create Tasks from Conversations
Trigger
Chat contains follow-up or task-worthy request
Action
Automatically create Zoho CRM task from WhatsApp
Follow-Up Reminder Setup
Trigger
Lead is interested but undecided
Action
Schedule follow-up reminder for Zoho CRM user
Task Completion Sync
Trigger
Task completed in Zoho CRM or notified via WhatsApp
Action
Sync completion status across WhatsApp and CRM
WhatsApp Chat Volume Metrics
Trigger
WhatsApp chats logged over a period
Action
Aggregate and display chat counts in Zoho CRM dashboards
Campaign Performance Analytics
Trigger
WhatsApp campaign launched from Zoho CRM
Action
Analyze open, click, reply, and conversion rates
CRM Pipeline Movement Analysis
Trigger
Agents respond to WhatsApp messages
Action
Track pipeline velocity and attribution in Zoho CRM
Response Time & Agent Performance
Trigger
Agents respond to WhatsApp messages
Action
Measure response time and agent performance in Zoho CRM
Opt-In/Opt-Out Tracking
Trigger
User sends opt-in/opt-out via WhatsApp
Action
Update consent status in Zoho CRM
Consent Log Sync
Trigger
Consent status changes in WhatsApp or Zoho CRM
Action
Sync consent log between WhatsApp and Zoho CRM
Approved Template Usage Tracking
Trigger
Business sends templated WhatsApp message
Action
Track and log template usage in Zoho CRM
Auto-Save WhatsApp Files to CRM Records
Trigger
File or media shared via WhatsApp
Action
Auto-attach document to relevant Zoho CRM record
Document Linking & Tagging
Trigger
Relevant document shared via WhatsApp
Action
Link document in Zoho CRM, apply tags
Chat Routing Based on CRM Data
Trigger
Chat requires specific team or agent
Action
Assign chats to updated teams automatically
Team Assignment Automation
Trigger
Team or rules updated in Zoho CRM
Action
Assign chats to updated teams automatically
Internal Notes & Collaboration
Trigger
Agents add notes or collaborate in WhatsApp
Action
Sync internal notes with Zoho CRM record for full visibility
Trigger Zoho CRM Functions from WhatsApp Events
Trigger
Custom chat event detected
Action
Trigger custom Zoho CRM workflow or update
Integrate Third-Party Apps
Trigger
Event in WhatsApp or Zoho CRM occurs
Action
Call third-party integration
Custom Alerts & Webhooks
Trigger
Keyword or event detected in WhatsApp chat
Action
Fire webhook or send alert
Quick answers to our most asked questions
Zoho CRM WhatsApp integration connects your Zoho CRM account with WhatsApp, allowing you to capture leads, manage conversations, automate workflows, and track all WhatsApp interactions directly inside Zoho CRM. This integration streamlines sales and support processes by unifying communication and customer data.
With Zoho CRM WhatsApp integration, every new WhatsApp conversation can be set to automatically create a new lead or contact in Zoho CRM. You can capture opt-ins from WhatsApp ads, chat widgets, or direct messages, ensuring that no potential customer is missed.
Yes, you can create targeted WhatsApp broadcast campaigns based on your Zoho CRM contact segments. Personalization is possible by using CRM fields in your WhatsApp message templates, and campaign analytics are available within Zoho CRM to track engagement and responses.
All WhatsApp chats, including messages, attachments, and voice notes, are automatically logged in the relevant Zoho CRM contact or deal record. This ensures complete conversation history and centralized document management.
Absolutely. WhatsApp interactions—such as specific replies or keywords—can trigger Zoho CRM workflows, update deal stages, create tasks, or send notifications. This helps sales teams respond quickly and move deals forward.
Yes. You can deploy an AI-powered WhatsApp chatbot that asks qualifying questions, books appointments, answers FAQs, and updates Zoho CRM fields based on user responses. This automates lead nurturing and saves time for your team.
The integration tracks opt-in/opt-out status and consent logs, ensuring all WhatsApp messaging complies with regulations. Consent updates are automatically synced with Zoho CRM records for audit readiness.
Yes, the integration supports multi-agent collaboration. Chats can be routed and assigned to specific team members or sales groups based on Zoho CRM rules, with all actions and notes visible in the CRM.
You can access detailed analytics such as chat volume, campaign performance, response times, agent effectiveness, and sales pipeline movement—all linked to WhatsApp activity within Zoho CRM.
Reputable integrations, such as those by QuickReply.ai, use secure APIs and are designed to comply with both Zoho CRM and WhatsApp Business data protection standards, ensuring reliability and privacy.
Based on 120+ reviews across Shopify + G2
Dhiraj Jindal
Founder at Meadbery
The app's user-friendly interface and efficient features make communication a breeze. What really stood out, though, was the exceptional customer service. The app itself is a game-changer, streamlining the process of CTWA Ads and keeping conversations organized. Quickreply has become an integral part of my daily routine, and I highly recommend it to anyone looking for a reliable messaging solution.
Cindrella Renji
Founder @ BCOS Its Silver
I was initially skeptical about Quick Reply, but I decided to give it a try for a month. I'm glad I did! The team is extremely helpful, and they make sure that you understand not only Quick Reply, but also all of the other processes on the website. They take the time to create an abandon cart flow that works best for your business. I've been using Quick Reply for four months now, and I would recommend it to any small or medium business. It's cost-effective and easy to use.
Deepak Aggarwal
Founder at Auric
“To every problem, they have a solution. We came with different use cases and problem statements. At every junction, they guided us either with their suite of features or customized them for our needs. They take customer service seriously ensuring great response time. I always receive response within few mins and account management is right up to my expectations”
Anvita Rao
Head of Customer Relationship Manager
“QuickReply.ai has enabled us to use WhatsApp marketing at scale for our promotions, cart recovery campaigns and customer engagement. The WhatsApp chatbots and automations have been very helpful in handling high volume queries and have reduced the manual intervention required to a major extent.”
Karan Pahwa
Founder at The Pillow Company
“If you’re looking for a WhatsApp marketing solution, we’d say QuickReply.ai is the solution you’re looking for! Their support team is extremely proactive as well, helping us understand the various features and capabilities of the platform and create a comprehensive WhatsApp marketing strategy to reach our customers.”
