Integrations
Most Indian SMBs run on Zoho CRM. Edesy's deep Zoho integration syncs leads, deals, and tickets bi-directionally. WhatsApp conversations appear in Zoho timeline natively.
Compatible
CRM + Desk + Campaigns
Setup
OAuth + mapping
Sync
Real-time
Tiers
Works on Free Zoho
WhatsApp inquiries auto-create leads. Existing contacts matched by phone, updated with conversation data.
WhatsApp conversations show in Zoho activity timeline alongside emails, calls, meetings.
Bot moves deals through Zoho stages based on conversation outcomes. Custom stage rules configurable.
Support WhatsApp inquiries auto-create Zoho Desk tickets. Bot-handled cases close automatically; complex cases route to agents.
Zoho Campaigns list becomes WhatsApp campaign audience. Campaign metrics flow back to Zoho.
Zoho's custom modules (industry-specific objects) fully supported. Configure custom field mappings.
Edesy Settings → Integrations → Zoho CRM. Choose region (IN, US, EU); standard OAuth flow.
Visual mapper for Zoho ↔ Edesy field mappings. All standard modules pre-mapped; custom modules configurable.
Lead creation rules, deal stage automation, ticket routing logic. Granular per-event configuration.
Sales reps see WhatsApp conversations in Zoho timeline; service agents see tickets with full WhatsApp history. ~1-day workflow training.
| Feature | Edesy | Typical competitor |
|---|---|---|
| Native Zoho CRM integration | Limited | |
| Bi-directional sync | One-way | |
| Zoho Desk integration | Manual | |
| Zoho Campaigns integration | ||
| Custom module support | Standard only | |
| Zoho One bundle compatible | ||
| Indian region (IN data center) | US only | |
| Setup time | 10 min | 1-2 days |
WhatsApp inquiries auto-create Zoho leads with full qualification data. Sales rep follows up via WhatsApp from Zoho directly.
Lead response time 12 min → 90 sec
Demo class bookings sync to Zoho. Admissions counselors see full WhatsApp history when calling parents.
Counselor productivity up 3x
Property inquiries auto-create Zoho leads with budget, location, timeline. Agent calls back with full context.
Lead-to-meeting conversion 2.4x
Service requests via WhatsApp create Zoho Desk tickets. Bot resolves tier-1; agents handle tier-2+ with WhatsApp transcript.
Service ticket resolution time -40%
Free Edesy workspace, Zoho OAuth in 10 min, Zoho One compatible.