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Integration · CRM

WhatsApp leads, straight into Zoho

Every enquiry from WhatsApp and Instagram lands in Zoho CRM, so your team follows up from the CRM they already use.

See plans and pricing

What syncs

What moves between aimonkbot and Zoho CRM

Data synced with Zoho CRM
DataDirection
New leads from WhatsApp and Instagram chatsCreated in Zoho CRMTo Zoho CRM
Name, phone and emailMapped to lead fieldsTo Zoho CRM
Lead source (WhatsApp or Instagram)For reportingTo Zoho CRM

How it works

How to connect Zoho CRM

  1. 01

    Open Integrations in the panel

    Go to Integrations and choose Zoho CRM.

  2. 02

    Connect your Zoho account

    Sign in to Zoho and allow access.

  3. 03

    Map your fields

    Match fields and turn the sync on.

Use cases

What teams use it for

  • No enquiry lost

    Every chat that becomes a lead appears in Zoho automatically.

  • Follow up where you already work

    Your team keeps using Zoho for calls, tasks and deals.

  • See which channel works

    Report on leads from WhatsApp and Instagram in Zoho.

FAQ

Zoho CRM: your questions

Still unsure? Ask us anything.

How do I connect Zoho CRM?

Connect your Zoho CRM account from the integrations section of the panel. We can set it up with you during onboarding.

Will my sales team see WhatsApp leads in Zoho?

Yes. New WhatsApp and Instagram leads are sent to Zoho CRM, so your team can work them there.