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How to Sync Wati Contact Attributes to Zoho CRM Leads or Contacts

Updated this week

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 CRMCreate 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.

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