WhatsApp Business & Zoho CRM Integration
Budget: ₹1,500 – ₹12,500 INR
Looking for setup of WhatsApp Business API (Interakt/WATI) + Zoho CRM integration for lead capture and basic automation.
---
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
---
Timeline: 2–3 days
Budget: ₹5K–₹10K
---
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)
---
Please share:
* Relevant experience (similar setups)
* Brief approach
* Timeline confirmation
---
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
---
Timeline: 2–3 days
Budget: ₹5K–₹10K
---
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)
---
Please share:
* Relevant experience (similar setups)
* Brief approach
* Timeline confirmation