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Construction & ContractingManufacturingReal EstateServices & MaintenanceHealthcareRetailB2B Trading & DistributionLegal & Professional ServicesConnect WhatsApp to Zoho CRM and Odoo
We link Wati to Zoho CRM, Zoho Bigin or Odoo, so WhatsApp leads, conversations and follow-ups live in the same system your sales and service teams already use.
When WhatsApp and the CRM do not talk
WhatsApp leads never reach the CRM.
Sales cannot see the chat history before calling.
Follow-ups depend on memory.
Management cannot link WhatsApp to revenue.
One customer record across WhatsApp and your CRM
| Business need | What DGPROJX builds |
|---|---|
| Contact sync | New WhatsApp contacts created or matched in Zoho CRM, Bigin or Odoo |
| Lead capture | Chatbot answers saved as lead fields and assigned to the right owner |
| Conversation history | Chat history visible from the CRM or ERP record |
| Triggered messages | Templates sent automatically from events such as quotes, orders and visits |
| Integration method | Wati's available integrations and API, with Zapier, Make or n8n where needed |
| Reporting | WhatsApp leads, deals and revenue tracked in CRM dashboards |
From WhatsApp enquiry to reported revenue
Illustrative workflow, configured to your process.
Standards we bring to every integration
WhatsApp used as the integration layer for a field-service Zoho implementation.
Phone number used as the matching key, so contacts are not duplicated.
No lost leads, full customer context for every salesperson, and WhatsApp revenue visible to management.
Explore related solutions
Frequently asked questions
Does Wati work with Zoho CRM?
Yes. We use Wati's available integrations and API, and add Zapier, Make or n8n where a workflow needs it.
Can it work with Odoo?
Yes. We connect Wati to Odoo contacts, CRM and sales through the API and automation tools.
How do you avoid duplicate contacts?
We agree matching rules, usually the mobile number, before any data is synced.
Can we start small?
Yes. Most clients start with lead capture and contact sync, then add triggered messages and reporting.
Ready to see WhatsApp in your CRM? Let's map your integration.
Book a free consultation with a senior consultant, or message us on WhatsApp.