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Key features
Zoho
Overview
The Zoho integration with Rasayel lets you connect your Zoho CRM with your Rasayel workspace. This makes it easy to track, manage, and sync your customer interactions without switching between platforms.
Key features
Automatic contact matching
– Rasayel matches WhatsApp contacts with Zoho Leads or Contacts.
View Zoho contact details
– See Zoho Lead/Contact info, Deals, and Accounts inside Rasayel.
Log WhatsApp conversations
– Messages sent from Rasayel are stored as Notes in Zoho.
Create Leads in Zoho
– Quickly create a Zoho Lead from an unmatched Rasayel contact.
Manual contact linking
– If auto-matching fails, you can link contacts manually.
Custom analytics
– Zoho Enterprise users can track WhatsApp messages in reports.
Property syncing
Setup
Assistant
Responses are generated using AI and may contain mistakes.