Integration · Zoho CRMZoho CRM automation
Zoho CRM automation
lead capture, nurture, and ops sync built on Zoho.
from $5,000 · fixed scope
We build lead capture, WhatsApp nurture, CRM stage progression, and field ops sync on Zoho CRM — connecting ads, forms, WhatsApp, job software, and AI agents into one engineered system.
The gap
Zoho CRM is configured. The automations around it are not.
Many businesses run Zoho CRM but still manually copy leads from ads, WhatsApp, and email. Native Zoho workflows cover basics; cross-system orchestration needs engineered plumbing.
What we build
Zoho as the centre of your revenue and ops layer.
- Ad and form leads → Zoho CRM with source attribution and deduplication
- WhatsApp Cloud API → Zoho contact and deal logging
- 10-step nurture sequences triggered by Zoho stage changes
- Sales alerts on high-intent actions and stale deals
- SimPRO / ServiceM8 → Zoho two-way sync for field ops
- AI voice and chat agent → Zoho stage updates
Proof
Zoho CRM in production across continents.
Mobile Pay Systems — Zoho CRM at the centre of a 6-workflow system with 682% ROI. Swoopos + WaiterMate — Facebook Ads → WhatsApp → Zoho → AI voice outbound. Multiple India-based real estate and clinic clients on Zoho pipelines.
Common questions
Quick answers.
Start the engagement
Book a strategy call, or request a free audit.
Tell us one workflow that costs you the most manual hours each week. We'll come back with a build plan, a fixed price, and a timeline — within 48 hours.