WhatsApp API automation with AI, native to Zoho CRM. Turn every conversation into structured revenue data, without code.
By integrating WhatsApp with Zoho CRM, you centralize all conversations, improving productivity and customer service. You can also do this with a Zoho CRM WhatsApp chatbot.
Leads, Contacts, Deals and Pipelines in real time
Configured by prompt.
No code required
Read and written automatically, no manual entry
Full Zoho CRM context, zero context loss
CRM data displayed next to every conversation
Native structured data collection
Talk to customers without leaving WhatsApp
Response targets for human agents
Full dashboards, connected to your CRM data
Configure it by prompt in natural language. It reasons, acts and adapts in real time, driven by live Zoho CRM context.
Reads Lead, Contact, Deal and Pipeline data directly from Zoho CRM during the conversation, including custom fields. The agent always answers with the most current customer context.
Creates, updates and deletes records across Leads, Contacts, Deals and Pipelines. Moves deals through stages, enriches records with new information and keeps Zoho CRM in sync automatically.
Handles multi-step processes with conditional rules and external tool calls. Understands voice notes and images. When needed, hands off to a human agent with full Zoho CRM context preserved.
You are a sales AI assistant. Your goal is to serve prospects over WhatsApp and record all relevant information in Zoho CRM before transferring the conversation to the human team.
1. First, check whether a Lead exists by phone using:
2. If no Lead exists, ask for name, email and phone. Then create the Lead using:
3. Collect the customer’s main interest and update the record with:
Transform WhatsApp into a sales machine with our Zoho integration
“Treble.ai helped us automate customer service for new Rappi delivery drivers via WhatsApp. We saved money and significantly improved the experience.”
“I’m very impressed with the capability, talent, and commitment of the treble.ai team. We found the ideal partner to create a complete solution that allows us to integrate HubSpot with WhatsApp.”
“I can’t imagine scaling the customer success team operation without something like treble.ai.”
No. Treble connects to your existing Zoho CRM account and works across Leads, Contacts, Deals and Pipelines, including custom fields.
You configure AI agents by prompt, no code. They qualify leads, answer FAQs and update Zoho CRM records mid-conversation, using live CRM data to personalize responses and decide the next step in real time.
The AI hands off to your team in Treble’s shared inbox, with all Zoho CRM contact data displayed next to the conversation. Sales and support teams pick up where the AI left off, with zero context loss.
Yes. Treble allows bidirectional data synchronization, so changes in Salesforce or WhatsApp are reflected on both platforms in real time.
Yes. Each conversation is automatically recorded as an activity history in the corresponding object.
Yes. Treble is a Meta enterprise solutions provider, and all integrations fully comply with their policies.
The base plan for SMB starts at $399 per month and scales up to enterprise volumes. There is no per-conversation AI surcharge, and custom pricing is available for high-volume accounts.
$399
/month
Base plan for SMB. Scales up to enterprise volumes.
Custom pricing available for high-volume and enterprise accounts.
Ready to turn WhatsApp into revenue inside Zoho?
With WhatsApp automation, your teams can automatically respond, log interactions, and even nurture leads without leaving the platform. Talk to our team to set up your Treble account and see it in action.
