How do I integrate WhatsApp with Zoho CRM using TimelinesAI?

Sign up for a TimelinesAI account, connect your WhatsApp number(s), and link your Zoho CRM Organization and Personal accounts. Once connected, messages will sync automatically and you can manage chats directly in Zoho CRM.

Can I sync WhatsApp messages automatically to Zoho CRM?

Yes. TimelinesAI automatically logs WhatsApp messages as notes in the corresponding Zoho CRM records. New records are created if no matching contact exists.

Do I need a WhatsApp Business API to connect WhatsApp to Zoho CRM?

No. TimelinesAI allows you to connect WhatsApp without requiring the Business API, making setup faster and simpler.

How do I set up live WhatsApp chat inside Zoho CRM?

Install the TimelinesAI Live WhatsApp Chat extension in Zoho CRM, then access chats directly from Lead or Contact detail pages. Messages sync automatically and can be replied to in real-time.

What are the prerequisites for using Zoho CRM WhatsApp integration?

You need an active TimelinesAI workspace, at least one connected WhatsApp number, and linked Zoho Organization and/or Personal accounts.

How does auto-creation of Zoho records from WhatsApp messages work?

When a new WhatsApp message is received, TimelinesAI checks for an existing Zoho record by phone number. If no match is found, a new record is created and the message is logged as a note.

Can I auto-assign new Zoho CRM records created from WhatsApp chats?

Yes. TimelinesAI matches the WhatsApp chat owner with Zoho CRM users by email. If no match is found, the record is assigned to the account owner who connected Zoho to TimelinesAI.

Zoho CRM WhatsApp Integration – Simplify Customer Communication

Provide faster support with Zoho CRM WhatsApp Integration. Access all WhatsApp Zoho CRM conversations without switching apps.

See WhatsApp Zoho CRM Integration Live

Join our live demo and discover how TimelinesAI helps you:

Connect WhatsApp to your Zoho CRM in minutes

Automate replies and effortlessly sync conversations

Handle all WhatsApp messages directly from Zoho

Enhance team efficiency with instant updates and seamless chat management

Key Features of Zoho CRM WhatsApp Integration

Transform your customer communication with our powerful WhatsApp integration for Zoho CRM. Seamlessly sync contacts, manage conversations, and automate messaging—all within your familiar Zoho environment.

Automatic
Contact Syncing

Instantly sync new WhatsApp contacts to any Zoho module via outbound webhooks. Specify exactly where your contacts go and manage up to 10,000 contacts monthly.

WhatsApp Conversation History in Zoho

Access your entire WhatsApp chat history directly in Zoho notes. Stay updated on all customer interactions without switching platforms.

Live WhatsApp Chat Within Zoho

Access and respond to WhatsApp messages directly from Zoho CRM lead/contact pages. Send templates, attachments, and emojis without ever leaving your CRM.

Automated Personalized Messaging

Set up automated responses and personalized messages triggered by CRM events. Keep serving customers even when your team is offline.

Multi-Number
Shared Inbox

Manage unlimited WhatsApp numbers in one centralized inbox with customizable permissions, collaboration tools, and built-in analytics.

Business Reporting & Analytics

Make data-driven decisions with comprehensive WhatsApp metrics. Track account activity and team performance to optimize your communication strategy.

Drive Results with WhatsApp Integration in Zoho CRM

TimelinesAI helps organizations maintain seamless conversations by eliminating communication gaps between WhatsApp and Zoho CRM.

For Sales Teams

Are your sales reps missing leads and opportunities because WhatsApp conversations aren’t integrated with your CRM?

Our WhatsApp-Zoho integration automatically syncs all WhatsApp communications directly to your Zoho CRM. Your team captures every opportunity, responds faster, and delivers a seamless customer experience that builds trust and increases conversions.

For Customer Support

Is your support team struggling to track customer issues discussed over WhatsApp?

Our integration logs all WhatsApp support conversations directly to customer records in Zoho. Deliver more consistent support with complete conversation history, reduce response times, and increase customer satisfaction.

Project Management

Are project updates and client feedback getting lost in separate WhatsApp conversations?

Connect WhatsApp communications directly to your project records in Zoho. Keep all project-related communications organized, ensure nothing falls through the cracks, and maintain accurate project documentation.

Manage WhatsApp in Zoho CRM

Bring WhatsApp and Zoho together in one smart workflow. From sales to support, keep your team aligned and every conversation in sync — effortlessly.

What Zoho Marketplace Users Are Saying

Trusted by Zoho Marketplace users, our Zoho CRM WhatsApp integration simplifies communication and boosts team productivity. Read what customers love about it.

4.2 (5)

Timelines in Zoho CRM is a powerful tool to improve traceability, collaboration and efficiency in customer management.

I've been using the program for a few days. Things are good. They work very well. I think we'll make a very good partnership together.

Easy integration, very well prepared documentation and videos, thank you guys, you did a great job.

We have been searching for a solution that integrates into our Zoho CRM and the Timelines fits the bill. It's easy to use, and we can monitor multiple accounts from one Shared Inbox

Supercharge Zoho CRM with WhatsApp Integration

Manage all your WhatsApp conversations in one place, respond faster, and close more deals—without leaving Zoho CRM.

Automated
Lead Capture

New WhatsApp chats automatically create records in Zoho CRM, ensuring no lead is missed. This process eliminates manual data entry and saves time.

Centralized Communication

Access and respond to WhatsApp messages directly within Zoho CRM. No need to switch between apps, making communication faster and more efficient.

Smart Record Management

WhatsApp messages are automatically synced as notes to corresponding Zoho records, keeping all communication organized. This allows for easy tracking of customer interactions.

Enhanced Customer Support

Improve customer support with faster responses via WhatsApp, all managed within Zoho CRM. The integration helps provide consistent and personalized service.

How to Connect WhatsApp to Zoho CRM

Create Your Free TimelinesAI Account

Start your 10-day free trial — no credit card required. You’ll get full access to all integration features and live chat support to help you set things up.

Connect WhatsApp & Zoho CRM in Minutes

Add your WhatsApp number(s) and link your Zoho CRM account — both your Organization and Personal connections. No extra software or WhatsApp Business API needed. Need help? Check our full setup guide here

Enable WhatsApp Sync to Zoho CRM

Auto-sync WhatsApp chats with Zoho CRM leads or contacts. Messages are logged as notes, and records are auto-created if no match is found.

Start Using Live WhatsApp Chat Inside Zoho CRM

Manage WhatsApp conversations directly from your Lead or Contact pages in Zoho — reply in real-time, send templates, and never switch tabs again.

Integrations

Streamline Your CRM with WhatsApp

Public API

Watch How to Integrate Zoho CRM with WhatsApp

See how easy it is to set up Zoho CRM WhatsApp integration with TimelinesAI. This quick video guide walks you through connecting WhatsApp to Zoho CRM, syncing chats, and managing conversations directly from your CRM.

Frequently Asked Questions

Learn more about WhatsApp to Zoho CRM integration

Do I need WhatsApp Business API to use the WhatsApp Zoho CRM integration?

No, you don’t need WhatsApp Business API. Our WhatsApp Zoho CRM integration works with your regular WhatsApp number—just scan a QR code and you’re connected.

Can I send WhatsApp messages directly from Zoho CRM using TimelinesAI?

Yes, with TimelinesAI’s integration, you can send WhatsApp messages directly from Zoho CRM. The Live WhatsApp Chat extension allows you to initiate new conversations or continue existing ones without leaving Zoho CRM, streamlining your communication process.

How do I connect my WhatsApp number to Zoho CRM?

You can connect in minutes by following our onboarding guide. The WhatsApp Zoho CRM integration requires no technical setup—just scan, sync, and go.

Can I connect more than one WhatsApp number?

Yes, depending on your plan, you can connect more than one WhatsApp number. Please refer to our pricing page or contact support to learn more about your options.

Will my WhatsApp chats sync automatically to Zoho CRM?

WhatsApp messages will sync to Zoho CRM automatically once you’ve configured and activated the integration in TimelinesAI. However, you’ll need to ensure the sync settings are correctly set up to ensure messages are logged in your CRM.

Connect WhatsApp to Zoho CRM in Minutes

Sync chats, manage leads, and streamline project updates using our no-code WhatsApp integration for Zoho CRM.