CRM
Whatsuite + Zoho CRM
Upsert Leads by phone and add notes when chats are resolved.
What Whatsuite can do in Zoho CRM
- Upsert lead
- Add note
Events that sync
-
contact.created -
contact.updated -
conversation.resolved
運作方式
- Open Integrations in your Whatsuite workspace and pick Zoho CRM.
- Client ID
- Client secret
- Refresh token — Self Client → scope ZohoCRM.modules.ALL
- Accounts server
- API domain
- Test the connection, then choose which events to sync.