WhatsApp conversations in Zoho
One note per conversation per day on the Zoho contact or lead, updated in place — not one note per message.
Works with Zoho CRM
Zoho CRM and WhatsApp, in sync both ways
Leads, contacts, accounts, deals and tasks stay the same in Zoho CRM and in the LetsBot CRM, and your team sees the Zoho record inside every WhatsApp conversation.
Requires your own active Zoho CRM subscription. The integration itself is free.
- 2Directions
- 11Zoho data centres
- 10Records previewed first
Direction
Zoho CRM and WhatsApp, in sync both ways
These are the defaults. Switch any module off, or keep it one way.
| Zoho CRM | LetsBot CRM | Direction |
|---|---|---|
Leads |
Customers marked “Lead” | Into LetsBot |
Contacts |
Customers | Both ways |
Accounts |
Companies | Both ways |
Deals |
Deals (stages matched) | Both ways |
Tasks |
Tasks | Both ways |
Notes |
Timeline notes | Into LetsBot |
Calls |
Timeline calls | Into LetsBot |
Events |
Meetings | Into LetsBot |
Zoho CRM
Optional extras — all off until you switch them on
New WhatsApp numbers as Leads
When someone new writes to you on WhatsApp, a Lead is created in Zoho CRM with their name and number.
Zoho events to WhatsApp
A deal changes stage or is won, a new lead arrives, or a meeting is 24 hours away: an approved WhatsApp template goes out. The confirm step shows the Meta cost, and a daily cap applies (100 by default).
The Zoho record in live chat
The conversation sidebar shows the Zoho record and its open deals, a link that opens it on your own Zoho data centre, and “Create lead”.
How it works
Connect Zoho CRM to your WhatsApp conversations
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Connect your Zoho account
Pick Zoho CRM and sign in on your own data centre. LetsBot never sees your password.
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Choose modules and directions
Leads, contacts, accounts, deals, tasks, notes, calls and meetings — each both ways, into LetsBot, or off.
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Match stages and fields
Each Zoho stage goes to a LetsBot stage. Field mapping comes filled in; change a row only if you use other fields.
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Preview, then start
A dry run shows 10 records exactly as they would sync. Nothing is written to either side until you press “Start sync”.
Requires your own active Zoho CRM subscription. The integration itself is free.
Zoho CRM
Good to know
The first import uses Zoho’s bulk read for large accounts; after that, changes arrive through Zoho notifications, with a nightly check as a safety net.
Records are matched by phone number (international format), then e-mail, then the Zoho ID, so the first sync does not create duplicates.
Sync uses your Zoho API credits. LetsBot reads the remaining credits and pauses before they run out.
Data centres: zoho.com, .eu, .in, .com.au, .jp, .uk, .ae, .sa, .sg, zohocloud.ca and .com.cn.
Frequently asked questions
Frequently asked questions
Is the Zoho CRM integration free?
Yes. Connecting Zoho CRM to LetsBot costs nothing. You need your own active Zoho CRM subscription; API credits come from your Zoho edition.
Does it work with Zoho in Saudi Arabia or the UAE?
Yes. You sign in on your own data centre, including zoho.sa and zoho.ae, and every request stays on that data centre.
What if the same field changes on both sides?
By default the most recent change wins, field by field. You can also make Zoho CRM, or LetsBot, the source of truth.
Will it message my customers?
Only if you switch on a Zoho-to-WhatsApp event. Each one sends an approved template, shows the Meta cost before you confirm, and has a daily cap.
What happens if I disconnect?
Syncing stops. Nothing is deleted: records stay in Zoho CRM and in LetsBot as they were at the last sync.
Can I use Zoho Bigin instead?
Yes. Zoho Bigin has its own connector with the same setup steps: contacts, companies, pipelines and tasks both ways, and notes into LetsBot.
Connect Zoho CRM to your WhatsApp conversations
Start your free trial, open CRM integrations and connect Zoho in a few steps.