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Zoho CRM integration

Teams that already live in Zoho can receive the WhatsApp lead after Agentzee has qualified it, instead of typing the chat into Zoho by hand.

What moves

Name, phone, score, and a short summary of the chat can be written to Zoho when a lead hits the stage you choose. The day-to-day WhatsApp work stays in Agentzee's inbox and built-in CRM.

Questions people ask

Do I have to use Zoho?

No. The built-in CRM is enough for most teams. Zoho is for companies that already report from it.

Related

Put this flow on WhatsApp

Book a 20-minute demo. We will show the chatbot, the broadcast, and the AI call on a number you already use.