Automate Your Sales with Zoho CRM WhatsApp Integration Workflow Rules + WACTO

ZOHO CRM

Manually managing every WhatsApp lead is time‑consuming and error‑prone. With WACTO’s Zoho CRM integration, you can create powerful workflow rules that automate your entire sales process

Connect Your Tech Stack with WACTO Easily

Install & Integrate WACTO with Zoho CRM

Integrating WACTO with Zoho CRM helps you capture WhatsApp leads instantly, automate conversations, and manage your sales pipeline without missing a beat. Follow these simple steps to get started:

Configure Workflow on Zoho CRM and send Whatsapp sms to leads and contacts

What You Can Do with Workflow Rules:

This way, your Zoho CRM + WACTO page not only sells the integration but also shows real-life use cases that visitors will connect with

Advantages of Automating with Zoho & Messaging with WACTO

Auto-Assign Leads to Sales Reps

The moment a WhatsApp inquiry comes in, WACTO creates a lead in Zoho CRM and assigns it to the right sales rep — no delays, no confusion.

Instant WhatsApp Follow-Up

Set rules so that every new lead gets a personalized WhatsApp message instantly — boosting your response rate and customer trust.

Stage-Based Notifications

Automatically notify prospects about updates like “Your admission is approved”, “Your demo is scheduled”, or “Payment received successfully”.

Smart Nurturing Campaigns

Use Zoho CRM workflows to trigger WhatsApp reminders, offers, and updates based on lead behavior — without manual effort.

Payment & Order Status Alerts

Connect WACTO with Razorpay or your e‑commerce platform and update customers on payment confirmation, shipping status, or delivery dates.

Escalation Rules

If a WhatsApp query isn’t responded to within a set time, Zoho automatically escalates it to a manager — ensuring zero lead leakage.