Wylto × Zoho CRM

WhatsApp + Zoho CRM, connected.

Sync leads, customer data, statuses, conversations, and workflows between WhatsApp and Zoho — with Wylto.

Two-way sync
No manual data entry
WhatsApp inside Zoho

WhatsApp

Wylto

Zoho CRM

Name
Phone
Location
Budget
Requirement
Status

What connects

Everything your team does on WhatsApp can work with Zoho.

Wylto sits between the conversation and the CRM, keeping both sides current without anyone re-typing a thing.

Lead capture

New WhatsApp enquiries automatically create and update leads in Zoho — with the details already filled in.

Customer data

Information collected through the conversation is written straight into the matching Zoho fields.

Status sync

Wylto and Zoho statuses stay aligned in both directions, so no one is working from a stale record.

Workflows

Zoho Flow triggers WhatsApp automation — a stage change in the CRM becomes a message to the customer.

Conversations

Read and reply to WhatsApp chats from inside Zoho, on the lead, contact, and deal pages.

Lead capture

Turn WhatsApp conversations into Zoho leads.

Every new enquiry becomes a structured lead in Zoho — with the details already filled in from the conversation.

WhatsApp conversation

CustomerI’m interested in a 3 BHK in Gachibowli.10:04

Wylto captures

NamePhoneLocationBudgetRequirement

Zoho lead

Zoho automatically receives the information.
No manual data entry.

Customer data synchronization

Let your conversations update your CRM.

Answers given in chat are written straight into the matching Zoho fields — the record stays current without anyone typing it in.

WhatsApp

What’s your budget?10:03 ✓✓
Customer₹80 Lakhs10:04
↓ Wylto ↓

Zoho

Budget=₹80 LakhsJust updated
Name=Rahul Sharma
Location=Gachibowli
Requirement=3 BHK
Status=Qualified

Two-way status synchronization

Update once. Sync everywhere.

Whichever side changes first, the other follows — so sales and support are never looking at two different versions of the truth.

Zoho CRM

New Lead
Contacted
Qualified
Proposal
Won

Wylto

Wylto. Status

Always aligned

Zoho → Wylto

Sales team changes the status in Zoho.

Wylto receives the update and can trigger the appropriate automation.

Wylto → Zoho

Customer interaction or chatbot qualification changes the relevant status.

Zoho gets updated.

Zoho Flow + Wylto

Turn Zoho actions into WhatsApp automation.

A stage change, a new deal, an owner update — anything Zoho Flow can watch becomes the trigger for a WhatsApp message.

Your CRM becomes an automation trigger.

ZZoho CRMDeal Stage = Proposal Sent
Zoho FlowTrigger fires
W.Wylto WorkflowPicks the right template
WhatsAppMessage delivered
Hi Rahul, we’ve shared your proposal. Let us know if you’d like to discuss anything.11:20 ✓✓

WhatsApp inside Zoho

Your WhatsApp conversations, right inside Zoho.

The full chat history sits on the lead, contact, and deal pages — and your team can reply without leaving the record they’re working on.

crm.zoho.com/crm/tab/Leads
Zoho CRM

Customer information

RSRahul Sharma
Qualified
₹80 Lakhs
3 BHK
WhatsApp Lead
Wylto.· WhatsApp ConversationConnected
CustomerI’m interested in a 3 BHK in Gachibowli.10:04
WyltoWhat’s your budget?10:04 ✓✓
Customer₹80 Lakhs10:05
SalespersonHi Rahul, we’ve shared your proposal. Let us know if you’d like to discuss anything.11:20 ✓✓
Type a message

No more switching between tabs.

Complete customer journey

One loop, from first message to closed deal.

The conversation creates the lead, the lead drives the CRM, and the CRM sends the next message — continuously, without anyone copying data across.

  1. 01Customer
  2. 02WhatsApp
  3. 03Wylto
  4. 04Lead Created
  5. 05Zoho CRM
  6. 06Sales Team
  7. 07Zoho Flow
  8. 08Wylto Workflow
  9. 09WhatsApp
  10. 10Customer

Use cases

Built for businesses selling through WhatsApp.

Real Estate

Education

Healthcare

Automotive

B2B Sales

E-commerce

Without Wylto

WhatsAppManual workZoho

With Wylto

WhatsAppWylto.Zoho

CaptureSyncAutomateConvert

Getting started

Connect Wylto with Zoho in three steps.

Link both accounts, map your fields once, and every conversation after that flows into Zoho on its own.

Step 1

Connect Zoho

Connect your Zoho CRM account.

ZW.
Zoho CRM connected ✓
Step 2

Connect WhatsApp

Connect your WhatsApp Business account.

W.
WhatsApp Business account live
Step 3

Configure

Map your fields, statuses and workflows.

Field mapping
BudgetAmount
RequirementDescription
QualifiedLead Status

Frequently Asked Questions

Wylto × Zoho CRM

WhatsApp + Zoho CRM, working as one.

Connect your conversations, customer data and sales workflows with Wylto — and stop moving information between tabs.

Get a Demo

2-way

Sync between WhatsApp and Zoho

0

Manual data entry

3

Steps to go live