# How to Integrate Zoho with WhatsApp Business API
Author: Manav Mahajan
Author URL: https://www.heltar.com/blogs/author/manav-mahajan
Published: 2025-05-10
Category: Integrations
Category URL: https://www.heltar.com/blogs/category/integrations
Tags: WhatsApp API Integration, Automation, Whatsapp Chabot
Tag URLs: WhatsApp API Integration (https://www.heltar.com/blogs/tag/whatsapp-api-integration), Automation (https://www.heltar.com/blogs/tag/automation), Whatsapp Chabot (https://www.heltar.com/blogs/tag/whatsapp-chabot)
URL: https://www.heltar.com/blogs/how-to-integrate-zoho-with-whatsapp-business-api-using-heltar-cmaikaono002gpzajycqaai62

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, 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 API.

![File:ZOHO.svg - Wikipedia](https://prod.superblogcdn.com/site_cuid_clnw4nrag2342701vpmufcj1n2w/images/image-cp-1746902741510-compressed.png)

## 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, make sure you have:

1. A **WhatsApp Business Account (WABA)** set up with Meta

2. A **verified phone number** for your business

3. A **Facebook Business Manager account** linked to your business

4. A **valid website** and business details (name, address)

5. 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 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

1. Log in to your **Zoho Marketing Automation** dashboard.

2. Go to **Settings → Integrations → Apps → Connect Apps**.

3. Select **Instant Messaging → WhatsApp**.

4. Click **Connect**.

5. Check the confirmation box and hit **Continue**.

6. You’ll be prompted to log in to your **Meta (Facebook)** account.

7. Choose your existing business account.

8. Accept the **terms and conditions** and **verify your business phone number**.

9. Once verified, your WhatsApp Business Account will be connected to Zoho.


### If You **Need to Create** a New WhatsApp Business Account

1. Follow the same steps as above to reach the **WhatsApp Connect** screen in Zoho.

2. Log in to your Meta account and choose **“Create a new business account”**.

3. Enter your business details:

           WhatsApp Business Name

           Business Email Address

           Website/Profile Page

           Country

4. Add a display name, category, and (optionally) a description.

5. Enter the **phone number** to register and receive your verification code.

6. Complete the verification and click **Save**.

7. 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

![](https://prod.superblogcdn.com/site_cuid_clnw4nrag2342701vpmufcj1n2w/images/image2-768x416-1746902977235-compressed.png)

3\. Under Settings, click on Workflow Rules.

![](https://prod.superblogcdn.com/site_cuid_clnw4nrag2342701vpmufcj1n2w/images/image10-768x413-1746902978683-compressed.png)

4\. Select your existing Workflow rule or create a new rule

![](https://prod.superblogcdn.com/site_cuid_clnw4nrag2342701vpmufcj1n2w/images/image14-768x419-1746902980034-compressed.png)

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


![Heltar](https://prod.superblogcdn.com/site_cuid_clnw4nrag2342701vpmufcj1n2w/images/metaicon-1746902765298-compressed.png)

## Final Thoughts

Integrating Zoho with the WhatsApp Business API 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](https://www.heltar.com)


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