How to sync Zoho CRM from a WhatsApp chatbot ​

When Zoho CRM is active, Components shows a Zoho section: Sync Contact, Sync Lead, and Sync Deal. Drag the node you need after you have captured name, phone, or deal fields.

Prerequisites ​

Step-by-step ​

  1. Confirm Zoho is active
    Open Integrations → Zoho CRM. Complete Connect with Zoho and field mapping.

  2. Open the chatbot
    Automation → Chatbots. Edit.

  3. Drag a Zoho node
    Use Sync Contact, Sync Lead, or Sync Deal. Connect it after Ask Question or Set Attribute if you need extra fields.

  4. Map fields in the sidebar
    Match WhatsApp / session fields to Zoho, consistent with Contact Field Mapping and Lead Field Mapping in Integrations.

  5. Save and test
    Run a test chat. Confirm the record in Zoho. Use Sync now on the integration page if you need a bulk check.

TIP

Map phone first. Zoho matching usually keys off the WhatsApp number.

WARNING

If the Zoho section is missing, the integration is not active. Connect Zoho before editing the chatbot.

FAQ ​

Sync Contact vs Sync Lead?

Sync Contact updates CRM contacts. Sync Lead writes leads. Sync Deal writes deals. Use the object your Zoho process expects.