Create the workflow
Click Create Workflow to add the ready-made Zoho CRM to WhatsApp workflow to your account.
Zoho CRM to WhatsApp Automation
Jotform's Zoho CRM to WhatsApp automation sends a WhatsApp message when a new contact is added in Zoho CRM, helping you follow up quickly. You can tailor the message before you activate it.
Zoho CRM
New Contact
WhatsApp
Send Message
How to set up Zoho CRM to WhatsApp Automation workflows?
Connect your accounts
Connect Zoho CRM and WhatsApp so the workflow can read new contacts and send messages.
Customize and activate
Adjust the message details, test the workflow, and activate it when you are ready.
Benefits
New contact follow-up
Send a WhatsApp message as soon as a new contact is added in Zoho CRM, so your follow-up starts right away.
Direct message delivery
Move contact updates from your CRM into WhatsApp, where the message can be seen without extra manual copying.
Message personalization
Choose which contact details appear in the WhatsApp message so each reply can match the update that triggered it.
Simple response tracking
Keep the communication tied to the contact that started it, making it easier to review the follow-up later.
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FAQ
Zoho CRM to WhatsApp Automation is a ready-made workflow that sends a WhatsApp message when a new contact is added in Zoho CRM. It helps you respond to new contact activity with a direct message.
It watches for a new contact in Zoho CRM and then sends a WhatsApp message tied to that contact. The workflow handles the handoff between the two services for you.
You can use it for contact follow-up, lead outreach, and quick updates sent from your CRM into WhatsApp. It fits any workflow where a new CRM contact should receive a message.
Yes. This is a ready-made workflow with the main steps already set up, so you can add it to your account and prepare it for your own use.
Click Create Workflow, connect Zoho CRM and WhatsApp, then customize the message details to match your needs. After that, test the workflow and activate it when everything looks right.
Ready to use this automation?
Start with the ready-made workflow, connect your accounts, and customize it for your process.