FlexInbox
← All integrations
Zoho CRM

WhatsApp & Telegram in full sync with Zoho CRM

Connect your WhatsApp and Telegram number to Zoho CRM with a QR code. Every conversation flows into the Leads, Contacts, and Deals modules; manage your CRM without leaving the chat and respond with a trainable AI agent.

No WhatsApp Business API required · No template approval · Set up in minutes

flexinbox · conversation Zoho CRM
WA

Mehmet Kaya

Matched with Zoho

Hi, can we talk about the quote?
Of course, I've pulled up your Zoho record. Sharing the details now.AI agent

Zoho activity feed

Lead created — Mehmet Kaya
Deal stage updated — Quote
Owner assigned — Ahmet Y.

Every message is recorded to your Zoho record

What it does

Conversations and Zoho records always on the same page

Every incoming and outgoing message is matched with the relevant Zoho contact. When a message arrives from an unrecognized number, a Lead is created automatically, so no conversation goes unrecorded.

Messages matched to the contact

Every WhatsApp and Telegram conversation is linked to the corresponding Zoho record by number. Conversation history is gathered in one place inside your CRM.

Automatic Lead for unrecognized numbers

When a message arrives from a number that has no match in Zoho, a new Lead is created automatically, so agents never have to open a record by hand.

Two-way with Leads, Contacts, and Deals

The integration works two-way with Zoho's Leads, Contacts, and Deals modules; changes in a record are reflected in the chat screen, and changes on the screen are reflected in Zoho.

Agent assignment aligned with Zoho

The agent who takes over a conversation is aligned with the record's owner in Zoho. Ownership stays consistent on both sides.

How it works

Connect to Zoho in three steps

No developer, API application, or complex setup required.

01

Authorize your Zoho account

Grant secure access to your Zoho CRM account in a few clicks. FlexInbox connects to the Leads, Contacts, and Deals modules.

02

Connect WhatsApp/Telegram with a QR code

Each agent connects their own number by scanning a QR code. No WhatsApp Business API needed.

03

Let conversations flow into Zoho

As soon as the connection is complete, messages start flowing. Records are created automatically and kept in sync.

Features

What's included in the Zoho integration

Lead / Contact / Deal sync

Two-way sync with the Leads, Contacts, and Deals modules; records stay current between the chat screen and Zoho.

Automatic lead creation

A new Lead is created automatically on the first message from a number that isn't in Zoho.

Agent ⇄ Zoho user matching

FlexInbox agents are matched with Zoho users; owner assignment stays aligned on both sides.

Conversation history in the CRM

WhatsApp and Telegram conversations are recorded to the relevant Zoho record; your team accesses conversation context straight from the CRM.

Stage & owner management from chat

Move a Deal stage and change a record's owner without leaving the chat screen.

Automatic replies with AI

A trainable AI agent answers WhatsApp and Telegram messages and hands the conversation off to an agent when needed.

Highlight

Chat and Zoho work on the same screen

You don't need to switch to Zoho while chatting with a customer. See the relevant record right in the chat screen, change its owner and Deal stage; every action lands in the Zoho activity feed.

01

Records match instantly

The moment a message arrives, the Zoho record opens next to the conversation.

02

Move stages from chat

Advance a Deal to the next stage right from within the conversation.

03

Every action is written to Zoho

Lead creation, owner changes, and stage changes are all logged in Zoho.

WA

Zeynep Arslan

WhatsApp · conversation

Zoho

Record

Zeynep Arslan

Contact

Owner

Ahmet Yılmaz

Change

Deal stage

ConversationQuote
Move

Zoho activity feed

Lead created
Deal stage updated

Chat screen — Zoho card

Why FlexInbox

A practical choice for your Zoho team

No WhatsApp Business API required

You connect your own number with a QR code; there's no template approval, message fee, or API application.

AI agent included

An AI agent trained on your own knowledge talks with your customers on WhatsApp and Telegram.

Set up in minutes

Authorize your Zoho account, add your number with a QR code, and start chatting right away.

Zoho integration — frequently asked questions

Which Zoho modules does it work with?+

It works two-way with Zoho CRM's Leads, Contacts, and Deals modules. Messages are matched with these records; owner and Deal stage are managed from chat.

Is a new customer registered automatically?+

Yes. When a message arrives from a number that has no match in Zoho, a new Lead is created automatically, so an agent never has to open a record by hand.

Do I need the WhatsApp Business API?+

No. You connect your own WhatsApp and Telegram number by scanning a QR code; no template approval, message fee, or API application is required.

How long does setup take?+

Usually just minutes. You authorize your Zoho account, connect your number with a QR code, and start chatting right away. No developer or complex setup required.

Connect WhatsApp and Telegram to your Zoho CRM

Let every conversation flow into Zoho, manage your CRM from chat, and put AI to work. Get started free — no credit card required.