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Integration Guide

WATick + Zoho CRM Integration

Send WhatsApp messages to Zoho CRM leads and contacts automatically with workflow rules.

Why connect

Why use WATick with Zoho CRM

Automate WhatsApp without switching tools or copying data by hand.

Faster lead response

Reach new leads on WhatsApp within seconds of them entering Zoho.

More conversions

Quick, personal follow-ups turn more leads into customers.

Built-in workflows

Use Zoho’s own workflow rules – no extra tools required.

Smart conditions

Send different messages by lead source, stage or owner.

Consistent team follow-up

Every lead gets the same fast response, even when your team is busy.

Better tracking

Log replies back to Zoho with Zoho Flow or other tools.

Use cases

What you can automate with Zoho CRM

Popular WATick automations our customers build.

LeadsNew lead → WhatsApp welcome template
DealsDeal stage changes → WhatsApp update
TasksTask due → WhatsApp reminder to customer
InvoicesInvoice created → WhatsApp payment reminder
MeetingsMeeting booked → WhatsApp confirmation
Re-engageLead inactive 30 days → WhatsApp follow-up
Example workflows

Ready ideas for Zoho CRM

Start with one of these and customise it for your business.

New lead welcomeZoho lead created → Workflow rule → WATick → WhatsApp welcome
Deal updateDeal stage = Won → Webhook → WATick → WhatsApp thank-you
Meeting reminderMeeting booked → Webhook → WATick → WhatsApp reminder
Before you start

What you need

Keep these ready – setup takes only a few minutes.

A WATick accountNormal or Advance API – try free for 3 days.
An approved templateCreate it in your WATick panel and wait for Meta approval.
Your API detailsFound in your panel under Settings → API Access & Webhook.
Zoho CRM paid editionWebhooks and workflow rules are in paid editions.
Setup guide

Send WhatsApp messages from Zoho CRM

Trigger a WhatsApp template from WATick whenever something happens in Zoho CRM.

  1. Create a webhook

    In Zoho CRM go to Setup → Automation → Actions → Webhooks → Configure Webhook.

  2. Paste your WATick API URL

    Use the Send Template API URL (with your token) from your WATick panel (Settings → API Access & Webhook), method POST.

  3. Map lead fields

    Choose the Leads module and map Mobile, your template name and fields like First Name as parameters.

  4. Create a workflow rule

    In Setup → Automation → Workflow Rules, create a rule for Leads on Create and add your webhook as an instant action.

  5. Add conditions (optional)

    Send different templates for different lead sources, owners or regions.

  6. Test

    Create a test lead with your own mobile number (with country code) and check the WhatsApp arrives.

Best practices

Tips for smooth automation

Follow these tips so your messages reach customers every time.

Use the right number formatCountry code + number, no + or leading 0 – for example 917620798265.
Use approved templatesOutside the 24-hour chat window, WhatsApp only allows approved templates.
Message opted-in customersOnly send to people who agreed to hear from you. It keeps your quality rating high.
Test with your own numberRun the workflow once with your number before switching it on for customers.
Keep your token privateStore the API token in the tool’s secure credentials – never in public pages.
Watch for errorsAdd an error path or notification so you know if a message could not be sent.

📥 Also possible: get replies in Zoho CRM

Turn on the webhook in your WATick panel and every WhatsApp reply can flow back into Zoho CRM – to update a lead, add a note, save to a sheet or alert your team.

🤝 Want us to set it up?

Share what you want to automate and our team will help you connect Zoho CRM with WATick.

Get Setup Help

Other integrations

Frequently Asked Questions

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