Create and Update Zoho CRM Contacts from Every Conversation
Send leads from WhatsApp, Instagram, Facebook and website chat straight into Zoho CRM, look up and update contacts during the conversation, and sync your Zoho CRM contacts back into ChatMaxima for campaigns.
- Create, read, update, delete
- Two-way with Contact Hub sync
- Map any contact field
- 7-day free trial
Leads from chat should not wait for someone to type them into Zoho
Leads that arrive on WhatsApp or Instagram often reach Zoho CRM hours later, if at all, after someone copies them over by hand. By then the lead has gone cold and your sales reports are missing a whole channel.
What sales teams do with ChatMaxima and Zoho CRM
Instant Lead Capture
Create a Zoho CRM contact as soon as the bot has collected a name, phone number and email, with the channel the lead came from.
Personalised Replies
Look up the contact's details in Zoho CRM and greet returning customers with what you already know about them.
Keep Records Current
Update a contact's email, phone, address or title when a customer shares new details in chat.
Sync into Contact Hub
Import your Zoho CRM contacts into the ChatMaxima Contact Hub, linked to the channel you choose, and reach them with broadcasts.
Qualify Before You Create
Ask qualifying questions first and only create contacts for real prospects, so your CRM stays clean.
Honour Deletion Requests
Delete a contact when a customer asks to be removed, as part of a privacy flow in the bot.
Everything the Zoho CRM block can do
Map Zoho CRM contact fields such as First Name, Last Name, Email, Mobile and Mailing Address to {variables} from the conversation.
Connect Zoho CRM in 4 steps
Connect Zoho CRM
In ChatMaxima, open Integrations, choose Zoho CRM and authorize your Zoho account.
Add the block
Drag the Zoho CRM block into your flow in ChatMaxima Studio and choose an action.
Map your fields
Match Zoho CRM contact fields to the variables your bot collects.
Test and publish
Run the action in the Playground, check the contact in Zoho CRM, then publish your bot.
More than a Zoho CRM connection
The Zoho CRM connection is one part of ChatMaxima. The same bot, inbox and AI agent work across every channel your customers use.
- One bot for WhatsApp, Instagram, Messenger, Telegram and your website chat
- No-code visual builder in ChatMaxima Studio
- AI agent trained on your own knowledge base
- Shared team inbox with human handover
- Test the Zoho CRM block in the Playground and review every run in Executions
- Free onboarding assistance from our team
Zoho Sheets 
Zoho Recruit 
HubSpot 
SalesNexus Send every chat lead to Zoho CRM automatically
Start your 7-day free trial today, with free onboarding help from our team.
Questions about the ChatMaxima Zoho CRM integration
It adds a Zoho CRM block to ChatMaxima Studio that creates, reads, updates and deletes Zoho CRM contacts during a conversation. You can also sync Zoho CRM contacts into the ChatMaxima Contact Hub.
Standard contact fields including First Name, Last Name, Email, Secondary Email, Mobile, Phone, Account Name, Title, Department, Description, and mailing and other addresses. Last Name is required to create a contact.
Any channel your ChatMaxima bot runs on, including WhatsApp, Instagram, Facebook Messenger, Telegram and your website chat widget.
Yes. The Playground tab runs the action against your Zoho CRM, and the Executions tab lists every real run.
Create Contact, Get Contact Details, Get All Contacts, Update Contact and Delete Contact.
Yes. Use Sync Contacts in the Contact Hub, choose your Zoho CRM integration and the channel account the contacts belong to, and ChatMaxima imports them.
Yes. Each action saves the Zoho CRM response in a variable that later blocks can use in messages and conditions.
Yes. ChatMaxima also integrates with Zoho Sheets and Zoho Recruit.