Update Zoho Deals from WhatsApp
Reps update Deal stages, amounts, and custom fields by messaging the agent. Every change syncs to Zoho CRM with a timeline note logged automatically.
Conversation example
Move the Arcadia deal to Value Proposition, amount to ₹32L, close date end of June, and set Next_Step to 'Schedule security review'
Searching Zoho CRM for the Arcadia deal...
Found: 'Arcadia Software — Platform License' (Owner: Ravi Menon) Current stage: Needs Analysis Current amount: ₹24,00,000 Current close: 2026-05-31 Applying updates...
Done. Deal updated in Zoho: - Stage: Value Proposition - Amount: ₹32,00,000 (+₹8L) - Closing Date: 2026-06-30 - Next_Step: Schedule security review Created a Task on the Deal: 'Security review scheduling — per Alex via LunoGen'. Ravi will see it in his queue tomorrow.
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Deploy this in minutes
Create a LunoGen agent, connect Zoho CRM, and start running this workflow from WhatsApp today.