WhatsApp Conversations Inside Every Lead and Contact
Your customers are on WhatsApp; your sales and support teams work in Zoho CRM. SpringEdge WhatsApp for Zoho CRM brings the two together: reps send WhatsApp messages from the record they are already looking at, and every reply, photo and voice note lands back on that same Lead or Contact.
No copying numbers into a phone, no conversations lost in personal WhatsApp accounts, and a complete history for whoever picks up the customer next.
Send Templates in One Click
Approved templates with variables filled from CRM fields
Two-Way Chat on the Record
Customer replies appear on the right Lead or Contact
Delivery and Read Status
See sent, delivered, read and failed for every message
Data Stays in Your CRM
Messages are stored only in your own Zoho CRM
Features
Template Messages from Leads and Contacts
A Send WhatsApp button on every Lead and Contact. Pick an approved template, fill its variables from fields such as name, company or owner, preview the final message and send.
Conversation Panel
A WhatsApp panel on the record shows the full conversation in order, with time and delivery ticks, and marks new customer messages as read when opened.
Reply Within the 24-Hour Window
Reply with free text while WhatsApp's customer-service window is open. When it closes, the panel tells you to send an approved template instead.
Photos, Documents and Voice Notes
Open files customers send directly in the panel. They are also saved to the record's Attachments.
Opt-In Protection
A WhatsApp Opt-in field on Leads and Contacts is checked before any template is sent, as WhatsApp requires.
Clear Failure Reasons
Failed messages show the reason in plain words, such as Meta's marketing message limits or an expired reply window.
HOW IT WORKS
Up and Running in Three Steps
- Install the SpringEdge WhatsApp extension in your Zoho CRM.
- Connect your SpringEdge WhatsApp API key in the extension settings and choose your WhatsApp number. Incoming messages are set up automatically.
- Send and chat from any Lead or Contact with the Send WhatsApp button and the WhatsApp panel.
Early access: the extension is available to selected SpringEdge customers ahead of its Zoho Marketplace listing.
Install
A private install link today; Zoho Marketplace soon
Connect
Verify your API key and pick your WhatsApp number
Send and Chat
WhatsApp from every Lead and Contact
Your Data Stays in Your CRM
The extension runs entirely inside your Zoho CRM and talks directly to the SpringEdge WhatsApp Business API. Messages, replies and files are stored only in your own CRM, not on any other server. Your API key is kept in the extension's settings and is never shown in the browser.
What You Need
- A SpringEdge WhatsApp Business API account with an approved number and templates
- Zoho CRM on the zoho.com data centre (Enterprise edition recommended)
- Customer opt-in to receive WhatsApp messages
Pricing: the extension is free. You pay only for WhatsApp messages, as per your SpringEdge WhatsApp plan.
Frequently Asked Questions
- How do I send WhatsApp messages from Zoho CRM?
Install SpringEdge WhatsApp for Zoho CRM and connect your SpringEdge WhatsApp API key. A Send WhatsApp button then appears on every Lead and Contact: choose an approved template, fill its variables from the record and send.
- Is the Zoho CRM WhatsApp extension free?
Yes. The extension is free. You pay only for WhatsApp messages, as per your SpringEdge WhatsApp plan.
- Can customers reply, and where do replies appear?
Yes. Replies, photos, documents and voice notes appear in the WhatsApp panel of the Lead or Contact with that number, and your team can reply from the same panel.
- Can I reply to a customer after 24 hours?
WhatsApp allows free-text replies only within 24 hours of the customer's last message. After that, send an approved template with the Send WhatsApp button; when the customer replies, the window opens again.
- Which Zoho CRM editions are supported?
The extension currently supports Zoho CRM on the zoho.com data centre. Enterprise edition is recommended for higher daily usage limits. Contact us for other editions and data centres.
- Are my WhatsApp messages stored outside Zoho CRM?
No. Messages, replies and files are stored only in your own Zoho CRM. The extension talks directly to the SpringEdge WhatsApp Business API.
- Do I need a WhatsApp Business API account?
Yes. You need a SpringEdge WhatsApp Business API account with an approved WhatsApp number and message templates. Our team can help you get set up.