Watch how every Zoho lead, deal, quote and ticket syncs with WhatsApp in real time — no Zapier, no middleman, no copy-paste.
Zoho is one of the world's most popular CRM stacks. This walkthrough shows how Go4whatsup connects to Zoho CRM, Bigin, Desk and Books so every record-level event triggers the right WhatsApp message — and every reply lands back in Zoho.
Zoho ships an SMS extension and an email tool, but no native WhatsApp module. Most teams duct-tape it together with Zapier — slow, expensive, and breaks every time Zoho updates its API. Go4whatsup ships a native Zoho integration that uses OAuth, not Zapier, and updates in real time.
Go4whatsup admin → Integrations → Zoho → Connect. Login with your Zoho admin account. Approve the OAuth scope (CRM read/write, Desk read/write, Books read). Done. The connection is live in under 30 seconds.
Trigger: Zoho CRM Lead.Status = 'Not Contacted'. Action: send WhatsApp template lead_welcome_v3. Within 60 seconds of the lead being created in Zoho, they receive a personalized WhatsApp from your assigned sales rep — with their name, the source they came from, and a Calendly link to book.
When a Zoho CRM Deal moves to 'Quote Sent', the quote PDF is delivered to the contact's WhatsApp. When the deal moves to 'Negotiation', a follow-up template fires after 24h. When 'Won' — the onboarding kickoff template fires.
New ticket in Zoho Desk → customer is messaged on WhatsApp with the ticket number and ETA. Replies on WhatsApp post back as ticket comments in Desk. Agents work entirely from the Desk UI; the customer only sees WhatsApp.
Bigin (small-team CRM): pipeline-stage triggers same as CRM. Books: invoice sent + payment reminder + receipt all go to WhatsApp. Watch the demo to see the full flow.
No. Native OAuth integration, direct API connection, no middleman.
Zoho CRM, Bigin, Desk, and Books. SalesIQ and Campaigns roadmap.
Yes. Customer replies on WhatsApp post back into the corresponding Zoho record (Lead, Deal, Ticket, Invoice).