home/integrations/zoho
Zoho OAuth · production-ready

Zoho CRM, plugged into your AI conversations.

Authorise Zoho once and let Sendiee read, write, and route data live during conversations. AI logs leads, opens tickets, updates fields, and pulls customer history — all from inside WhatsApp, Instagram, and Messenger.

OAuth — no API keys
Zoho CRM
your store / CRM
OAuth
Sendiee
AI · WhatsApp · IG · Messenger
Read · orders, products, customers
Write · place / update / refund
Webhook events · realtime
Setup in 3 steps

Live in 5 minutes.

01

OAuth into Zoho

One-click authorisation. Zoho returns an access token to Sendiee — no keys to manage, no IP whitelisting.

02

Map fields

Drag-drop your Zoho fields to Sendiee's contact attributes. Pick which fields the AI is allowed to write to.

03

AI takes over

Every WhatsApp / IG / Messenger conversation now reads + writes Zoho. Lead capture is automatic.

Events that fire to WhatsApp

Pick what triggers a message.

Map every Zoho CRM event to a Meta-approved WhatsApp template. Variables come straight from your store data. Toggle any event on or off from the dashboard.

Lead created in Zoho

Trigger a welcome WhatsApp template the moment Zoho creates the lead.

Stage updated

Notify customer or sales agent when the deal moves between stages.

Ticket created (Desk)

Auto-WhatsApp the ticket number to the customer for tracking.

Quote sent

Send the Zoho-generated quote PDF on WhatsApp the moment it's ready.

Invoice paid

Auto-thank-you with next-step instructions on WhatsApp.

Follow-up due

AI nudges the customer based on Zoho's scheduled follow-up tasks.

Live · how it actually plays out

Zoho + Sendiee in action

Customer raises an issue on WhatsApp. AI logs it to Zoho Desk and updates the lead — without your team touching the CRM.

V
Vikram · Existing customer
Sendiee AI · online
Message…
System · live trace0 events
Waiting for activity…
What the AI can do

The AI agent has the keys.

Granular tool permissions per integration. Toggle read/write per resource. The AI calls Zoho CRM mid-conversation and ships the result back to the customer in their language.

AI captures leads to Zoho

Every WhatsApp / IG / Messenger conversation auto-creates or updates the lead in Zoho — name, phone, segment, custom fields, conversation transcript.

AI raises Zoho Desk tickets

Customer reports an issue → AI opens a Zoho Desk ticket with priority + category, attaches the chat history, and notifies the agent.

AI fetches customer history

"How many orders has this customer placed?" → AI queries Zoho live and answers in the chat. No agent CRM lookup needed.

Two-way field sync

Update a field in Zoho → Sendiee updates the contact. Tag a contact in Sendiee → it propagates to Zoho. Real-time.

Quote / order in chat

AI generates a Zoho quote, sends the PDF on WhatsApp, takes acceptance, and creates the sales order — all inside the conversation.

Workflow triggers

Sendiee events (segment change, payment verified, ticket resolved) can trigger any Zoho workflow you've already built.

"Sendiee means we stopped flipping between WhatsApp and Zoho. AI logs the lead, opens the ticket, updates the deal. Our team works one screen, our customers feel like one company."
VG
Vigaah Study Abroad
Education consultancy · Zoho CRM
Questions

Asked & answered.

Still curious? Talk to a human.

Zoho CRM and Zoho Desk natively. We can also reach Zoho Books, Bigin, and Inventory via the Zoho Workflow API on Pro+ plans.

Sendiee never persists raw Zoho records — we cache identifiers and metadata for routing. The AI fetches live from Zoho on demand. Your CRM remains the source of truth.

Yes. During onboarding you map Sendiee contact attributes to Zoho fields (including custom ones) and choose which the AI can read vs read+write. Fully revocable from the dashboard.

Yes. Sendiee detects your Zoho region during OAuth (zoho.com / zoho.eu / zoho.in) and routes API calls accordingly. EU and IN data stay in-region.

From either side: revoke the Sendiee app from your Zoho account, or disconnect Zoho from your Sendiee dashboard. Both are immediate.

Official Meta Business Partner

Stop Losing. Start converting.

Try for free. Bring your own number or get a fresh one. Be live in 20 minutes.

14-day free trial · no credit card · cancel anytime
Plan finder · 60 seconds

Find your perfect plan.

5 quick questions. We'll match you to the plan that actually fits — no typing required.

Step 1 / 5

Who are you?

Pick the closest fit. Helps us tune the rest.