Businesses using Zoho Marketing Automation know the power of creating personalized, data-driven campaigns across channels. By integrating your Zoho account with the WhatsApp Business API via Heltar, you unlock a highly engaging channel to send timely alerts, offers, and updates — all within the same automation ecosystem.
In this guide, we’ll walk you through the complete process of connecting Zoho with WhatsApp using Heltar as your API provider.
Why Integrate Zoho with WhatsApp Business API?
WhatsApp has evolved from a personal messaging app into one of the most powerful customer engagement platforms. With 98% open rates and real-time visibility, businesses can:
Send automated campaigns via WhatsApp
Share interactive templates (CTAs, quick replies, catalogs)
Manage WhatsApp responses within Zoho’s CRM/marketing workflows
Track message performance and engagement metrics in one place
Prerequisites Before Integration
To integrate Zoho with the WhatsApp Business API (via Heltar), make sure you have:
A WhatsApp Business Account (WABA) set up with Meta
A verified phone number for your business
A Facebook Business Manager account linked to your business
A valid website and business details (name, address)
Access to Zoho Marketing Automation and admin rights on both platforms
Don't have a WABA yet? No worries — Heltar can help you set it up within 24 hours, with personalized onboarding support.
Steps to Integrate WhatsApp API (via Heltar) with Zoho
Whether you already have a WhatsApp Business Account or need to create one from scratch, the steps below will guide you through the Zoho integration:
If You Already Have a WhatsApp Business Account
Log in to your Zoho Marketing Automation dashboard.
Go to Settings → Integrations → Apps → Connect Apps.
Select Instant Messaging → WhatsApp.
Click Connect.
Check the confirmation box and hit Continue.
You’ll be prompted to log in to your Meta (Facebook) account.
Choose your existing business account.
Accept the terms and conditions and verify your business phone number.
Once verified, your WhatsApp Business Account will be connected to Zoho.
If You Need to Create a New WhatsApp Business Account
Follow the same steps as above to reach the WhatsApp Connect screen in Zoho.
Log in to your Meta account and choose “Create a new business account”.
Enter your business details:
WhatsApp Business Name
Business Email Address
Website/Profile Page
Country
Add a display name, category, and (optionally) a description.
Enter the phone number to register and receive your verification code.
Complete the verification and click Save.
Your new WABA will now be linked with Zoho.
Steps to do on ZOHO CRM
1. After the Workflow is Configured and Activated, head back to the Connect section to copy the Webhook URL which will be configured on ZOHO CRM
2. Login to your Zoho CRM account and head to the Settings section
3. Under Settings, click on Workflow Rules.
4. Select your existing Workflow rule or create a new rule
5. Edit the Rule Settings and configure the Webhook URL generated on Heltar for the particular Zoho Workflow selected and Save
Why Choose Heltar as Your WhatsApp API Provider?
Heltar simplifies the WhatsApp API experience and adds powerful features on top of Meta’s standard offering:
| Feature | Heltar Advantage |
|---|---|
| Fast onboarding | Go live in under 24 hours with expert onboarding |
| Affordable pricing | Flat 5% markup with no hidden fees |
| Shared inbox | Manage customer chats with your team seamlessly |
| Click-to-WhatsApp Ads | Integrated support for CTWA and WhatsApp Flows |
| Detailed analytics | Campaign insights integrated with Zoho performance |
| Free conversations | 1,000 free service conversations every month |
What Can You Do After Integrating?
Run targeted WhatsApp campaigns via Zoho workflows
Send broadcast messages like offers, reminders, and product updates
Use interactive message templates with buttons and replies
Build automated journeys that include WhatsApp as a step
Track opens, clicks, replies, and more from within Zoho
Final Thoughts
Integrating Zoho with the WhatsApp Business API using Heltar gives your business a powerful, automated, and cost-effective messaging solution. Whether you're nurturing leads, re-engaging cold contacts, or running marketing blasts — WhatsApp helps you cut through the noise and connect meaningfully.
Need Help Setting It Up?
Our team at Heltar is happy to help you integrate WhatsApp with Zoho and unlock the full potential of both platforms.
Talk to our experts or start your free trial today at www.heltar.com
