WhatsApp that works the way Zoho CRM already works.

Coming soon: Flowella as a Zoho CRM extension. Your Zoho CRM fields become WhatsApp Flows, and every answer lands back on the record. Workflow rules send templates and Flows with Flowella’s custom actions, WhatsApp opt-outs sit beside Email Opt Out, and the inbox and templates live in a Flowella tab inside Zoho CRM.

Book a demo Try a live Flow on WhatsApp (opens in a new tab)
Coming soon Flo, the Flowella mascot, fitting an orange jigsaw piece into a green one

Flowella in numbers

on the HubSpot Marketplace
Rated 5/5 on the HubSpot Marketplace, see the reviews (opens in a new tab)
WhatsApp Flows completed
100K+
median first reply
3 min

Your Zoho CRM fields become WhatsApp Flows.

Pick the fields you want answered, on Leads, Contacts or a custom module. Flowella builds the matching WhatsApp Flow with the same labels, pick list values and field types, and uploads it to Meta. Each answer is written straight back to the same field on the record, so your workflow rules, blueprints and reports see it at once.

Flo, the Flowella mascot, tapping the green button on a short form inside a phone, with green ticks around her
Website enquiryZoho CRM fields, Leads
Sample data
  1. First Name, requiredSingle Line
  2. Email, requiredEmail
  3. Enquiry TypePick List
  4. Best Time to CallPick List
  5. WhatsApp UpdatesCheckbox
FlowsIn Flowella

Website enquiry5 fields

In syncZoho CRM fields changedSyncing to Meta

Flow built from Zoho CRM fields as of 15 Oct, 09:30

The fields changed since this Flow was built. Sync again to pick them up.

  1. Preflight check
  2. Read the Zoho CRM fields
  3. Build the WhatsApp Flow
  4. Upload it to Meta

Reply to WhatsApp from inside Zoho CRM.

Flowella brings its WhatsApp inbox into Zoho CRM as a tab, and shows each conversation on the Lead or Contact it belongs to. Reply from either place, hand threads to colleagues, and keep every message on the record.

Zoho CRM doesn’t let other apps add a channel to its own Messages, so Flowella’s inbox is a tab of its own. A WhatsApp number connects to Flowella or to Zoho’s own WhatsApp integration, not both.

When Anna last wrote
WhatsApp inboxSample data
  • Anna PriceLead record
  • Ben OrtizContact record
  • Priya ShahLead record
Anna PriceWhatsApp, a lead record in Zoho CRM

Hi, can I move my call to Friday morning?

Of course. Friday at 10:00 is booked in.

Reply on WhatsApp

The WhatsApp 24-hour window has closed. Send an approved template from here or a workflow rule.

  • Send a template

Every message is logged on Anna’s lead record in Zoho CRM.

Flowella actions in Zoho CRM workflow rules.

Add Flowella’s custom actions to a workflow rule, beside field updates, tasks and emails. Flowella writes what happens on WhatsApp back to the record, in fields your own rules can watch.

Five actions, four fields to watch

Flowella9 results

Fields your rules can watch

Custom actions

WhatsApp Flow Status

Updated by Flowella

Flowella sets this field when a contact completes a Flow, after writing their answers, so a rule on edit can act on them.

Fields to watch

  • WhatsApp_Flow_Status
  • WhatsApp_Flow_Name

Use it to act on a booking, feedback or KYC Flow the moment it comes back.

Flowella can also raise a Zoho CRM signal, so the record’s owner sees it straight away.

Last WhatsApp Reply

Updated by Flowella

Flowella writes each free-text reply here, so a rule can look for a keyword such as BOOK.

Fields to watch

  • Last_WhatsApp_Reply

Use it to route a keyword reply without a chatbot.

WhatsApp Message Status

Updated by Flowella

Flowella keeps the status of the last WhatsApp message here.

Fields to watch

  • WhatsApp_Message_Status
  • Last_WhatsApp_Template

Use it to follow up only with people who read your message, or call when WhatsApp can’t deliver.

WhatsApp Opt Out

Updated by Flowella

Flowella ticks this box when a contact opts out of WhatsApp, and clears it when they reply START.

Fields to watch

  • WhatsApp_Opt_Out

Use it to tell the owner, or carry on by email.

Send WhatsApp Flow

Flowella action

Sends a Flow template to the record’s phone number. The answers come back to the record’s fields, and WhatsApp Flow Status changes to Completed for your next rule.

Flow, required
Website enquiry
Template, required
enquiry_follow_up
Phone, required
${Leads.Mobile}

Use it for enquiries, bookings and feedback, where the next step depends on the answer.

Send WhatsApp Template

Flowella action

Sends a Meta-approved template from any workflow rule, with its variables filled from the record’s fields.

Template, required
renewal_offer
Phone, required
${Contacts.Mobile}
Variable 1
${Contacts.First Name}

Use it for booking confirmations, reminders and renewals.

Send WhatsApp Message

Flowella action

Sends a message written in the rule, inside the 24-hour window: plain text, a document, an image, a video or audio.

Message type, required
Text Message
Message
Thanks, Anna. We’ll be in touch today.

Use it for personal thank-yous and follow-ups that don’t need a template.

AI Document Reader

Flowella action

Reads a photo or PDF the contact sent on WhatsApp, such as an ID or a bill, and writes what it finds to the record.

Document, required
Last WhatsApp attachment
Write to
Document_Number

Use it for KYC, claims and applications that need a document checked.

Generate Document

Flowella action

Fills a document template from the record’s fields and sends it as a PDF on WhatsApp.

Document template, required
Pricing
Send on WhatsApp
As a PDF

Use it for quotes, pricing and confirmations made for one person.

Zoho CRM allows up to three custom actions in each workflow rule. We’ll confirm which Zoho CRM editions the extension supports at launch.

Send, wait, then branch on what they actually did.

Anna fills in your website enquiry form. Send her a WhatsApp Flow, play her part, and watch your workflow rules wait, branch and follow up: what she sees on her phone, and what lands on her lead record in Zoho CRM, step by step. Non-responders get a reminder or a task. Keyword replies route without a chatbot sitting outside Zoho CRM.

Flo pointing along one of three signpost arrows, the way a workflow branch picks one path
Website enquiry follow-upNot startedRunningWaitingDone
  1. Lead record createdFrom the website enquiry form
  2. Send WhatsApp Templateenquiry_follow_up, with a Flow
  3. Rule: the Flow comes back WhatsApp Flow Status or a reply, within 2 days Flow completed, after 1 minute Reply received, after 1 minute No answer in 2 days
  4. Rules on the answer
    • Wants a call backEnquiry_Type is call_back, or the reply contains BOOK
    • Wants pricingEnquiry_Type is pricing
    • Just lookingEnquiry_Type is just_looking
    • None metNo answer in 2 days

  5. The chosen path runs here.

    Send WhatsApp MessageSam will call you tomorrow morning

    Create TaskCall Anna back, for Sam Lee

    Generate DocumentPricing PDF, filled from her record

    Send WhatsApp MessageDocument: the pricing PDF

    Send WhatsApp MessageNo rush, reply any time

    Add TagsNurture

    Send WhatsApp Templateflowella_form_reminder

    Rule: 2 days on, no answerWhatsApp Flow Status not Completed

AcmeBusiness account
Sample data

Today

Play Anna

Anna PriceLead record in Zoho CRM
Sample data

Fields

Phone numberMobile
+447700900123From the website form
Enquiry typeEnquiry_Type
No valueFrom the Flow
Last WhatsApp replyLast_WhatsApp_Reply
No valueSaved before the reply rule runs

Activity

  1. Form submittedWebsite enquiry

Flowella, as a tab in Zoho CRM.

Flowella opens as its own tab in Zoho CRM, already signed in as you. Write templates and submit them to Meta, keep Flows in sync, check your WhatsApp number and see who has opted out, without another login or another window.

Flo holding an open laptop and giving a thumbs up
FlowellaSigned in as Ben Ortiz, Acme Clinic
Sample data

booking_reminderApprovedIn reviewDraft

Hi Anna, a reminder that your appointment is on Friday at 10:00.

Fills in from Zoho CRM

  • First name${Contacts.First Name}
  • Appointment${Events.Start DateTime}

renewal_offerApprovedIn reviewDraft

Hi Anna, your membership renews on 1 November. Tap below to keep your plan.

Fills in from Zoho CRM

  • First name${Contacts.First Name}
  • Renewal date${Contacts.Renewal Date}

open_day_inviteApprovedIn reviewDraft

Hi Anna, our open day is on Saturday at 10:00. Would you like a place?

Fills in from Zoho CRM

  • First name${Leads.First Name}
  • Website enquiryBuilt from 5 Zoho CRM fieldsIn sync
  • Stay in touchBuilt from 2 Zoho CRM fieldsIn sync
  • Appointment feedbackBuilt from 4 Zoho CRM fieldsIn sync
Display name
Acme Clinic
Number
+44 7700 900123
Status
Connected
Quality rating
High
Messaging limit
1,000 people a day
  • Sam PatelSTOP reply on WhatsApp20 Oct
  • Leah MorganWhatsApp Opt Out ticked in Zoho CRM18 Oct
  • Tom ReidSTOP reply on WhatsApp11 Oct

Live in Zoho CRM in three steps.

How setup will work when the extension launches: about 30 minutes in Zoho CRM. Meta’s business verification is separate and usually takes one to two business days.

  1. Step 1: Install from Zoho Marketplace

    Install the Flowella extension from Zoho Marketplace and approve its access. It adds Flowella’s fields, custom actions and the Flowella tab to your Zoho CRM, whichever Zoho data centre your account is in.

    Flowella appSample data
    WhatsApp Business
    Connected
    Zoho CRM
    Installed
    Account
    Acme Clinic
    Installed in Zoho CRM

  2. Step 2: Pick fields and sync a Flow

    Choose the Lead or Contact fields a Flow should ask for and sync it to Meta. WhatsApp threads start arriving in the Flowella tab.

    Flows
    Website enquiry
    In sync
    Stay in touch
    In sync
    Flowella tab
    Added
    Flows synced

  3. Step 3: Add actions to workflow rules

    Send templates and Flows from your rules, and act on the answers, as in the workflow above.

    Workflow rules
    1
    Send WhatsApp Template
    2
    Rule: the Flow comes back
    3
    Rules on the answer
    Rules active

Integration questions.

What Zoho CRM users ask before the extension launches.

Use Flowella with Zoho CRM today

Availability

When will the Zoho CRM extension be ready?

It’s in development now. Book a demo and we’ll show you the parts that are ready, tell you where the rest is, and put you on the list for early access.

Can I use Flowella with Zoho CRM today?

Yes, through the Flowella API. A workflow rule’s webhook can call the API to send a WhatsApp template or Flow, and Flowella’s outbound webhooks can update records through Zoho’s own API or Zoho Flow. The extension replaces that wiring with its own actions, fields and tab.

Do I need HubSpot?

No. The Zoho CRM extension works on its own. Flowella’s HubSpot app is a separate integration.

Working with Zoho CRM

Does it replace Zoho’s own WhatsApp integration?

It sits beside it. A WhatsApp number connects to Flowella or to Zoho’s integration, not both, so choose Flowella for the numbers that send Flows. Flowella adds WhatsApp Flows built from your fields, answers written back to the record, and opt-outs your rules can see.

Which Zoho CRM editions will it support?

We’ll confirm at launch. Zoho CRM limits extensions, tabs and workflow rules by edition, and allows up to three custom actions in each workflow rule.

Does it work in every Zoho data centre?

Yes. Zoho Marketplace extensions install in every Zoho data centre, including the EU and UK, so your data stays where your Zoho account is.

Flo jumping for joy with her fist in the air and a phone in her hand

Want WhatsApp Flows in Zoho CRM?

The Zoho CRM extension is coming soon. Book a demo to see Flowella working with fields and rules like yours, and we’ll tell you the moment it’s ready.

Book a demo Try on WhatsApp (opens in a new tab)