WhatsApp Business & Zoho CRM Integration

Job ID: 40391845

Budget: ₹1,500 – ₹12,500 INR

Looking for setup of WhatsApp Business API (Interakt/WATI) + Zoho CRM integration for lead capture and basic automation.

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Scope:

1. WhatsApp API Setup (Interakt/WATI)

* Connect number + Meta verification
* Create and get approval for 4–6 message templates:
(welcome, follow-up, demo/sample, re-engagement)

2. Auto-Reply Flow

* Setup basic WhatsApp auto-reply to collect:

* Business type (Contractor / Supplier / Consultant)
* Location
* Project interest

3. Zoho CRM Setup

* Leads module only (simple setup)
* Fields:
Name, Phone, Business type, Location, Interest, Source
* Clean and easy structure (no complexity)

4. Integration

* WhatsApp → Zoho lead creation (auto push)
* Proper field mapping
* Basic tagging (business type + sector)

5. Pipeline
New → Qualified → Demo Sent → Converted

6. Basic Automation

* Auto lead creation
* Reminder if no follow-up
* No advanced workflows

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Timeline: 2–3 days
Budget: ₹5K–₹10K

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Important:

* Keep setup simple and clean (no overengineering)
* No complex workflows or advanced automation
* Must have prior experience with Interakt/WATI + Zoho integration
* Setup should allow future integration with web platform (via APIs/webhooks)

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Please share:

* Relevant experience (similar setups)
* Brief approach
* Timeline confirmation
Related categories: CRM Zoho Lead Generation Automation API Integration