WhatsApp–Zoho CRM Integration Setup
Budget: ₹1,500 – ₹12,500 INR
I already hold an active Interakt Standard WhatsApp Business API subscription and will be on Zoho CRM Professional shortly. What I need now is a clean, reliable bridge between the two systems so every new or updated WhatsApp contact is mirrored inside Zoho CRM without manual effort.
Scope of work
• Configure Interakt and verify the number if needed.
• Connect Interakt’s API to Zoho CRM Professional and map key fields (name, phone, tags, source, etc.).
• Ensure two-way or at least real-time one-way contact synchronisation from WhatsApp to Zoho.
• Test with sample conversations to confirm that new WhatsApp leads instantly appear in the CRM, merged with existing records where matches exist.
• Provide a quick hand-off document or short Loom video showing where the integration lives inside Zoho and how to edit field mappings later.
Acceptance criteria
A. Creating or updating a WhatsApp contact automatically creates/updates the same record in Zoho CRM.
B. No duplicate records appear in Zoho when the phone number already exists.
C. Sync continues to run for 48 hours after delivery without errors in the Interakt or Zoho logs.
If you have previous experience linking Interakt (or similar WhatsApp BSPs) to Zoho via API, Deluge, or Zoho Flow, please mention it along with your estimated turnaround time.
Scope of work
• Configure Interakt and verify the number if needed.
• Connect Interakt’s API to Zoho CRM Professional and map key fields (name, phone, tags, source, etc.).
• Ensure two-way or at least real-time one-way contact synchronisation from WhatsApp to Zoho.
• Test with sample conversations to confirm that new WhatsApp leads instantly appear in the CRM, merged with existing records where matches exist.
• Provide a quick hand-off document or short Loom video showing where the integration lives inside Zoho and how to edit field mappings later.
Acceptance criteria
A. Creating or updating a WhatsApp contact automatically creates/updates the same record in Zoho CRM.
B. No duplicate records appear in Zoho when the phone number already exists.
C. Sync continues to run for 48 hours after delivery without errors in the Interakt or Zoho logs.
If you have previous experience linking Interakt (or similar WhatsApp BSPs) to Zoho via API, Deluge, or Zoho Flow, please mention it along with your estimated turnaround time.