CRM · Custom integration
Zoho CRM + WhatsApp
Keep Zoho CRM in step with your WhatsApp, Instagram and web chat conversations. MonoChat connects through its API, webhooks and custom functions, set up by your developers or our team.
- Zoho CRM
- Custom integration
What it can do
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Leads from chats
New conversations create or update leads and contacts in Zoho CRM.
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Deals and stages
Qualified chats create deals, and stage changes can message the customer.
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Zoho data in the chat
Your AI assistant and team see the customer’s record while they answer.
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Notes both ways
Important chat moments become notes on the Zoho record.
Custom integration
How it connects
There is no ready Zoho CRM connector in MonoChat. Zoho CRM connects through MonoChat’s REST API and webhooks, custom functions that call the Zoho CRM API, and MCP. Your developers can set it up, or our team builds it with you.
Built with
- REST API and webhooks
- Custom functions
- MCP servers
- Custom views inside MonoChat
How a custom integration works
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Tell us what should sync
Send us a WhatsApp message with your software, your plan and what should move between it and your conversations.
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We agree the scope
We map the data, the events and the messages, and agree who builds it: your developers with our API, or our team.
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Build and test
The connection is built with MonoChat’s API, webhooks and custom functions, and tested on real conversations.
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Go live
Turn it on for your team and channels, and adjust it as your process changes.
FAQ
Frequently Asked Questions
Quick answers to the most common questions.
Is there a native Zoho CRM app in MonoChat?
No. Zoho CRM connects through MonoChat’s API, webhooks and custom functions.
Who builds the integration?
Your developers, using our API, or our team, as a project with you.
What can be synced?
Typically leads, contacts, deals and notes. We agree the fields with you first.
Start automating today
Connect Zoho CRM to your conversations
Tell us about your setup on WhatsApp, and start free with MonoChat today.
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