Official app for Zoho CRMVerified integration
Zoho CRM and WhatsApp: the official SendApp app
Sign in to Zoho and authorize SendApp: contacts and leads stay in sync both ways, every WhatsApp conversation is saved as a note on the record and you send WhatsApp templates straight from Zoho CRM.
Zoho CRM
SendAppContacts
Name
Phone
Email
SourceZoho CRM
Plans
- The Zoho CRM app is included from the SendApp Business plan.
- Automatic sending from workflow rules uses Zoho webhooks, available from Zoho CRM Professional and up.
- Several accounts of the same CRM? Connect one for each WhatsApp number: each account works with its own number and contacts stay in a single SendApp contact list.
What the app does
- Contacts and leads in both directions: name, email and phone stay the same in Zoho CRM and SendApp. When you connect, the Zoho CRM contacts and leads with a phone or an email arrive in SendApp with the tag you choose (by default zoho).
- WhatsApp chats as notes: every message (customer, operator, AI assistant, campaign, automation) is saved on the Zoho CRM contact or lead, one note per conversation and day, with time and author.
- Templates from Zoho CRM: a «Send WhatsApp» button on Contacts and Leads opens a page where you choose the template and fill its variables; or the Webhook action of a workflow rule sends it on its own.
How to connect it
- In SendApp open Apps, switch on Zoho CRM and press Connect Zoho CRM.
- Sign in to your Zoho account and allow SendApp. It works with every Zoho data center (Europe, United States, India, Australia and the others).
- Back in SendApp, choose the default WhatsApp Account.
- Done: contacts and leads arrive in SendApp and from then on the WhatsApp chats appear in Zoho CRM.
The button and the workflow
- «Send WhatsApp» button: in Zoho CRM open Setup → Customization → Modules and Fields → Contacts (then Leads) → Buttons → Create New Button, action «Open a Web Page», and paste the address you find in Apps → Zoho CRM.
- Workflow rule: add the «Webhook» action (POST) with the address from Apps → Zoho CRM and the parameters template, module, id and var1…var5. Webhooks need Zoho CRM Professional or higher.
- Keep these addresses private: whoever has them can send your templates.
Good to know
- With one Zoho CRM account connected, the chats of all your Accounts arrive in Zoho CRM. You can also connect more Zoho CRM accounts, one per WhatsApp number, with Connect another Zoho CRM account: each one gets the chats of its own number and sends templates only from that number. The first one connected is the main one: it gets the chats of the numbers that have no Zoho CRM account of their own. All the contacts stay in your one SendApp address book.
- Chats are saved from the moment you connect the app, not the earlier history.
- «Disconnect Zoho CRM» in SendApp removes SendApp's access. Contacts and chats stay in SendApp.
- The app is included only in some SendApp plans: check the apps included in your plan.
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Frequently asked questions
Connect Zoho CRM to SendApp today
Sign in to Zoho and authorize SendApp: contacts and leads stay in sync both ways, every WhatsApp conversation is saved as a note on the record and you send WhatsApp templates straight from Zoho CRM.