Zoho CRM integration
Your WhatsApp leads, in Zoho CRM too
Fliok’s Zoho CRM connection keeps leads in step both ways. New WhatsApp leads, and changes to their stage, owner and fields, are sent to Zoho CRM’s Leads or Contacts within seconds, and leads added or changed in Zoho come into Fliok. People are matched by phone number, so nobody is added twice. Basic plan and above.
Connect with Zoho (OAuth) · Basic and above
The Zoho CRM connection is being switched on for Fliok. If its card in Settings → Integrations says “Not available yet”, it is not open for your workspace yet; write to us and we will tell you when it is.
What it does
What the Zoho CRM integration does
Fliok to Zoho
A new lead, and later changes to its stage, owner or fields, are sent to Zoho CRM: name, phone and mobile, email, lead source, the latest note as the description and the owner (matched by email), plus status and company in the Leads module.
Zoho to Fliok
Leads added or changed in Zoho after you connect come into Fliok, through Zoho’s instant notifications and a check every 15 minutes.
Matched by phone
Phone numbers are matched first, so the same person is never added twice. Zoho records without a phone number are skipped.
Any Zoho data centre
Connect accounts in Zoho’s India, US, EU, UK, Australia, Japan, Canada, Saudi Arabia or China data centres.
Setup
Connect Zoho CRM in 3 steps
- 01
Open Integrations
In Fliok, open Settings → Integrations and choose Zoho CRM. - 02
Connect with Zoho
Sign in to Zoho and approve access there. It works with Zoho accounts in every data centre. - 03
Choose what syncs
Pick whether new WhatsApp leads go to Zoho’s Leads or Contacts, and switch each part on or off: creating records in Zoho, updating them when things change in Fliok, and bringing Zoho leads into Fliok.
Good to know
Limits and plan
- Plan
- Basic and above
- How it connects
- Connect with Zoho (OAuth)
- Leads that already existed in Zoho before you connected are not imported; only records added or changed afterwards come in.
- Leads imported into Fliok from a CSV are sent to Zoho the next time they change.
- Adding WhatsApp conversations to Zoho as notes is a separate switch, off until you turn it on.
- Every lead is a contact in Fliok, so your plan’s contact limit applies.
Yes. Fliok sends new leads and their stage, owner and field changes to Zoho, and brings in leads added or changed in Zoho after you connect, matched by phone number.
Leads or Contacts, whichever you choose when you connect.
Basic or above: Zoho CRM is part of Automation & CRM.
Connect Zoho CRM to WhatsApp
Start on the Free plan, then connect Zoho CRM on Basic or higher.
Free forever plan · Keep your WhatsApp app · GST invoice on every payment