Integration · Zoho CRM
FlowXperia + Zoho CRM
Running on Zoho CRM? FlowXperia's AI agent handles WhatsApp enquiries and writes them into Zoho — creating or updating leads, syncing qualification status, and logging booked meetings — so your Zoho pipeline reflects what's actually happening in chat.
Lead messages
AI replies in seconds
Qualifies the lead
Books the meeting
Syncs to your CRM
✦ How the sync works
- 1The AI agent answers and qualifies a WhatsApp lead
- 2FlowXperia looks up the lead in Zoho by phone number
- 3It creates or updates the Zoho lead record
- 4Qualification status and booking sync to Zoho
- 5Your team works qualified leads inside Zoho
✦ Field mapping
| From the conversation | Zoho CRM |
|---|---|
| Lead phone number | Phone |
| Name captured in chat | Lead name |
| Enquiry / interest | Lead source / description |
| Qualification status | Lead status |
| Meeting time (if booked) | Activity / meeting |
✦ FAQ
Questions, answered
Does it prevent duplicates in Zoho?+
Yes — phone lookup first, then update or create, so records stay clean.
Can it map to my custom Zoho fields?+
Yes — field mapping is configurable to match your Zoho setup.
Will booked meetings appear in Zoho?+
Yes — bookings sync as activities on the lead record.
✦ More integrations
Connect FlowXperia to Zoho CRM
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