Connect Zoho CRM to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your sales pipeline lives in Zoho CRM. AeroChat answers those conversations and works with Zoho CRM in both directions: it looks up the contact and deal when a customer asks, and it creates leads, adds notes and logs follow-up tasks from what the customer says. It connects through Zoho CRM’s public REST API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Zoho CRM and AeroChat
- Create Zoho CRM leads from chat. When someone leaves their details in chat, AeroChat creates or updates the lead and adds a note of the conversation.
- Answer deal status questions. AeroChat finds the customer’s contact and open deal and tells them the stage and their account owner.
- Qualify leads with your own questions. AeroChat asks them in chat and writes the answers to the lead fields you choose.
- Log follow-up tasks. When a customer asks for a call back or a change, AeroChat creates a task for the record owner with the details.
- Route conversations to the record owner. AeroChat hands the chat to the owner named in Zoho CRM.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Zoho CRM connection and the same workflows run on every channel AeroChat supports, and Zoho CRM stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details or check where their deal stands. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Zoho CRM’s public REST API. It reads leads, contacts, accounts and deals, and it creates and updates leads, contacts, deals, notes and tasks. Each workflow uses only what its recipe asks for.
To connect, a Zoho CRM admin registers a Self Client in the Zoho API Console, as described in Zoho CRM’s API documentation, and copies the client ID and client secret. They then generate a code with the scopes the workflow needs (for example, read and write access to leads, contacts and deals). Paste these into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Zoho CRM calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email or phone number in chat, search Zoho CRM for a lead or contact with that email or phone. If there is one, update it. If not, create a lead with their name, email, phone and the channel they used. Set the lead source to Chat (example). Add a note to the record with a short summary of what they asked about.
Copy this into AeroChat
When a customer asks how their deal or project is progressing, find their contact in Zoho CRM by phone or email. Find their open deal and tell them the stage in plain words and the name of the deal owner. If they ask for a call back, create a task for the deal owner due tomorrow (example) with what they want to discuss.
Who uses it
Any business that runs its sales pipeline in Zoho CRM can use it. Suppliers selling to other businesses and property agencies use it for enquiries and qualification that start in chat. These industry recipes follow the same pattern:
- B2B suppliers and distributors, for trade enquiries and quote requests.
- Quote requests
- Property agents and agencies, for buyer, seller and tenant enquiries.
- Lead qualification
What stays in Zoho CRM
Zoho CRM stays your record. Leads, contacts, deals, owners, blueprints and reports live there, and your team still works the deals.
AeroChat handles the conversation. It looks up and updates the records your recipe asks for and leaves the rest to Zoho CRM and your team.
WhatsApp workflows that use Zoho CRM
These end-to-end WhatsApp workflows run with Zoho CRM behind them. See them all in the WhatsApp workflows library.
- WhatsApp Customer Service That Answers From Your Own Records
- WhatsApp Lead Capture Straight Into Your CRM
- WhatsApp Warranty Registration and Claims in Your CRM
Questions
Does AeroChat work with Zoho CRM?
Yes. AeroChat connects through Zoho CRM’s public API with a Self Client you register in the Zoho API Console.
Can WhatsApp leads go straight into Zoho CRM?
Yes. When a lead gives their details in chat, AeroChat creates or updates the Zoho CRM lead and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, register a Self Client in the Zoho API Console and paste in its details, and switch it on. AeroChat builds the Zoho CRM connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Zoho CRM and try it
Paste the first recipe, connect Zoho CRM, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.