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How to · Zoho

Send WhatsApp messages from Zoho — what works today

Use Zoho CRM for leads or Zoho Books for invoices? A ready-made Lead Pattern connector for Zoho CRM is coming soon. Here's what you can do today.

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Short answer

Today: export your leads, contacts or invoices from Zoho to Excel and send them as a personalised WhatsApp broadcast from a file in Lead Pattern. For automatic messages, a developer can call the Lead Pattern REST API from your Zoho setup to send an approved template, and receive Lead Pattern webhooks (new message, contact updated) back into your system.

Webhooks overview (Help Center)

Step by step

How to do it in Lead Pattern

1

Export from Zoho

Export the leads, contacts or invoices you want to message to a spreadsheet.

2

Prepare the sheet

One row per person with the phone number (country code first) and the values for your template.

3

Send from Lead Pattern

Broadcast from the file with an approved template; send now or schedule.

4

Reply in one inbox

Replies come into the shared team inbox, where you can assign, tag and note every chat.

Automatic, two-way option (developer needed)

  • Send: call the Lead Pattern REST API with an API key to send a template when something happens in Zoho.
  • Receive: Lead Pattern webhooks send 41 kinds of events — messages, conversations, contacts, notes, flows, calls — as signed HTTPS requests to your server. API & webhooks →

Ready-made Zoho CRM connector

Coming soon — see what it will do. Need it early? Talk to us. Prefer a CRM built for WhatsApp? See Lead Pattern's WhatsApp CRM.

Questions people ask

Is there a Zoho CRM integration?+

A ready-made Zoho CRM connector is coming soon. Today you can send from an export or have a developer use the Lead Pattern API and webhooks.

Can WhatsApp chats come back into Zoho?+

With a developer, yes: Lead Pattern webhooks send new messages and contact changes to your server, which can update Zoho.

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Try it on your own number — free for 14 days.

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