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🧩 Zoho CRM Integration

WhatsApp & Telegram without leaving Zoho CRM

Chat in one click from a button added to the Contacts, Leads and Deals cards. Auto-create records on inbound messages and keep owners current with owner sync.

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Mustafa Yılmaz
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10:24
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Tabii, hemen detayları gönderiyorum 📄
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Harika, teşekkürler! 👍
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Chat without leaving the record card

FlexInbox adds a "Message on WhatsApp" area to Zoho CRM record cards. The agent chats with the customer without leaving the record; the whole conversation is linked to the relevant Contact/Lead/Deal, so customer history stays in one place.

You authorize your Zoho account in one click; your users come in as FlexInbox agents automatically. Each agent connects their own WhatsApp/Telegram number.

  • Multiple modules: Works in the Contacts, Leads and Deals modules.
  • Automatic records: Create a Lead, Contact or Contact+Deal when a message arrives from an unknown number.
  • Owner sync: Change the owner in the panel and the Zoho record owner updates too.
  • In-Zoho AI settings: Manage which line is answered by which AI agent from the Zoho page.

Setup with Zoho

1

Authorize Zoho

Connect in one click; your users come in automatically.

2

Connect numbers

Agents connect WhatsApp/Telegram via QR and get authorized.

3

Chat & automate

Chat from the card; turn on automatic records and the AI agent.

👤 Contacts🎯 Leads💼 Deals

Zoho integration — FAQ

Which Zoho modules does it work in?

It works in the Contacts, Leads and Deals modules.

Will it harm my existing Zoho setup?

No. FlexInbox only adds to it; it does not touch your existing Zoho configuration, automations or data.

Can I turn off automatic creation?

Yes. For an unknown number you can choose "create nothing", "Lead", "Contact" or "Contact + Deal".

Can I assign the AI agent to Zoho lines?

Yes. From the AI Settings tab on the Zoho page you can assign each WhatsApp/Telegram line to an AI agent.

Bring all your customer conversations into one panel

WhatsApp, Telegram, CRM and an AI agent — start free today, no credit card required.

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