Zoho CRM integration
Your WhatsApp leads, in Zoho CRM too
A two-way lead sync between Fliok and Zoho CRM, matched by phone number, in any Zoho data centre.
Basic and upAny Zoho data centreMatched by phone
What it does
What you get with Zoho CRM
Drawn with the dashboard’s own pieces, with sample data.
Both ways, switch by switch
New leads and their stage, owner and field changes go to Zoho; Zoho leads come back.
What syncsZoho CRM- Create in Zoho when a new lead arrivesA record with the same phone is linked instead
- Update Zoho when the lead changesName, email, stage, owner, the latest note
- Bring Zoho leads into FliokMatched by phone; no phone, skipped
- Add WhatsApp conversations as notesOnce a day, text only
Matched by phone
A Zoho record with the same number is linked, never added twice; one without a phone is skipped.
Bring Zoho leads inZoho CRM · Leads- Asha Verma+91 98200 12345 · in MobileLinked
- Karan Shah+91 98200 12345 againNot added twice
- Diya BoseNo phone number on the recordSkipped
Asha Verma linked to her Fliok lead — the same numberAny Zoho data centre
Sign in with your Zoho account wherever it is kept: Fliok finds its data centre.
Connect with ZohoAny data centre- India
- United States
- Europe
- United Kingdom
- Australia
- Japan
- Canada
- Saudi Arabia
- China
Fliok finds the account's data centre from the sign-inThe chat as a daily note
Optional: once a day, one short note per linked lead with the day’s WhatsApp messages.
NotesZoho CRM · LeadsWhatsApp messages, 5 Oct 2026
- 10:41 Customer: Is the 2BHK still available?
- 10:42 You: Yes, a few units are open.
- 10:45 Customer: [image] Floor plan?
Setup
Connect Zoho CRM in 3 steps
- 1In Fliok
Open Integrations
Settings → Integrations → Zoho CRM. An admin connects it.
- 2In Zoho
Connect with Zoho
Sign in to Zoho and approve access, in any data centre.
- 3In Fliok
Choose what syncs
Leads or Contacts, the Lead Source, each stage’s Lead Status and which directions are on.
Good to know
- Zoho records come into Fliok when they are added or changed after you connect.
- A teammate is set as the Zoho owner only when they have a Zoho user with the same email.
- Daily notes are text only: photos and files are named, not copied.
- Every lead is a contact in Fliok, so your plan’s contact limit applies; past it, Zoho leads are skipped.
Yes. New leads and their stage, owner and field changes go to Zoho, and leads added or changed in Zoho come into Fliok, matched by phone. Each direction has its own switch.
Leads or Contacts, whichever you choose when you connect.
An admin opens Settings → Integrations → Zoho CRM, signs in to Zoho and approves access. Zoho accounts in every data centre work.
Only if you switch on notes: once a day, one short note per linked lead with the previous day’s messages. It is off until you turn it on.
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