Summary
Want to automatically update Zoho CRM contacts with WhatsApp conversation data from Wati? While our native plugin doesn't support this, you can easily set it up using Zoho Flow. This guide walks you through the no-code integration process step-by-step.
Instructions
Prerequisites
Active accounts in both Wati and Zoho Flow
Admin access to Zoho CRM
Step-by-Step Integration
For visual guidance, watch our integration tutorial:
1. Create a New Flow in Zoho Flow
Log in to Zoho Flow and go to My Flows
Click Create Flow (top-right corner)
Name your flow (e.g., "Wati-Zoho CRM Sync") and click Create
2. Set Up the Webhook Trigger
Under triggers, select Webhook
Click Configure
Copy the generated webhook URL (keep this tab open)
When you land on the next page, click on the Test button.
3. Configure Wati Webhooks
In your Wati dashboard, go to Webhooks
Click Add Webhook and:
Paste the Zoho Flow webhook URL
Set status to Enabled
Under Events, select New Contact Message
Click Save
4. Test the Connection
Send a test message from a new contact to your Wati number
Return to Zoho Flow - you should see a "Trigger Received" notification
Click Next to proceed
5. Map Fields to Zoho CRM
For the action, select: Zoho CRM → Create or Update Contact
Configure field mapping:
Map Wati's contact number to Zoho's Phone field
Add other relevant fields (e.g., conversation notes)
Click Test to verify the mapping
6. Activate the Flow
Once testing succeeds, toggle the flow to On. Your integration is now live!
Alternative Tools
Prefer other no-code platforms? This integration also works with:
Zapier
Pabbly Connect
Frequently Asked Questions (FAQs)
General Questions
1. What is the purpose of integrating Wati with Zoho CRM?
→ The integration automatically updates Zoho CRM contacts with WhatsApp conversation data from Wati, helping you maintain up-to-date contact records without manual effort.
2. Can I use Wati's native plugin to sync WhatsApp data with Zoho CRM?
→ No, Wati's native plugin does not support this feature. However, you can set up the integration easily using Zoho Flow.
3. What do I need before setting up the integration?
→ You need:
An active Wati account
An active Zoho Flow account
Admin access to your Zoho CRM account
Setup and Configuration
4. How do I create a new flow in Zoho Flow?
→ Log in to Zoho Flow → Go to My Flows → Click Create Flow → Name your flow and click Create.
5. How do I generate the webhook URL in Zoho Flow?
→ After creating the flow, select Webhook as the trigger and click Configure. Zoho Flow will generate a webhook URL that you need to copy for use in Wati.
6. How do I configure a webhook in Wati?
→ In your Wati dashboard:
Go to Webhooks → Click Add Webhook
Paste the Zoho Flow webhook URL
Enable the status
Select the event type "New Contact Message"
Click Save
7. What happens after I send a test message to Wati?
→ Zoho Flow will display a "Trigger Received" notification if the webhook is configured correctly. You can then proceed to map the fields.
8. How do I map Wati data to Zoho CRM fields?
→ In Zoho Flow:
Select Zoho CRM → Create or Update Contact as the action
Map Wati's contact number to Zoho CRM's Phone field
Map other relevant fields like conversation notes
Click Test to verify that the mapping works correctly
9. How do I activate the integration?
→ After successful testing, toggle the flow to On in Zoho Flow. This will make your integration live and functional.
Alternative Options
10. Can I use tools other than Zoho Flow for this integration?
→ Yes, you can also use no-code platforms like Zapier or Pabbly Connect to set up a similar integration between Wati and Zoho CRM.