Zoho CRM

Stable

Run Zoho CRM from WhatsApp — Leads, Deals, and forecasts in one thread

CRM & Sales

What is Zoho CRM?

Zoho CRM is used by over 250,000 businesses worldwide to manage Leads, Deals, Accounts, Contacts, and the full Zoho Finance Suite. The LunoGen Zoho CRM integration connects your AI agent to the Zoho CRM v3 API and Zoho Books API so it can handle records, forecasts, and invoicing from WhatsApp messages, webhooks, or scheduled cron jobs.

Why connect Zoho CRM?

Zoho's strength — a huge product suite — is also its weakness: too many modules to check daily. Reps skip updating records, Lead scores get stale, and forecasts drift. With an AI agent on WhatsApp, you enrich every new Lead, update Deal stages by texting, and turn a chat message into a Zoho Books invoice. Your CRM stays clean without anyone clicking through tabs.

What you can do

  • Lead enrichment from public data when a new Lead is created
  • Automated Lead scoring based on firmographics and intent
  • Update Deals and custom modules from a WhatsApp message
  • Weekly Sales Forecast report pushed to WhatsApp
  • Daily customer health checks on Key Accounts
  • Convert WhatsApp conversations into Zoho Books invoices
  • Log Calls, Meetings, and Tasks automatically from chat
  • Custom module support — works with your Zoho schema
  • Territory-based pipeline queries ('show me APAC deals')
  • Webhook triggers from Zoho Workflows into LunoGen

Setup

Requirements

  • A Zoho CRM account (Free, Standard, Professional, Enterprise, or Ultimate)
  • Admin access to create a self-client in Zoho API Console
  • A LunoGen account with at least the Pro plan
  1. 1

    Register a client in Zoho API Console

    Go to api-console.zoho.com → Add Client → Self Client. Generate a grant token with scopes: ZohoCRM.modules.ALL, ZohoCRM.users.READ, ZohoBooks.fullaccess.all.

  2. 2

    Copy client ID and secret

    From the Client Secret tab, copy your Client ID, Client Secret, and the grant token (valid for 10 minutes).

  3. 3

    Connect in LunoGen

    In LunoGen → Credentials → New → Zoho CRM. Paste the Client ID, Client Secret, grant token, and your Zoho data center (com, eu, in).

  4. 4

    Configure Zoho Workflows (optional)

    In Zoho CRM → Setup → Workflow Rules, add a Webhook action to any rule (e.g. Lead Created) pointing to your LunoGen webhook URL.

Zoho CRM use cases

6 total

Related integrations

Ready to connect Zoho CRM?

Spin up an AI agent in under 2 minutes, plug in your Zoho CRM credentials, and start running your workflows from WhatsApp.