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WhatsApp Chat to Zoho CRM

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Overview

Sales and recruitment interactions frequently happen over WhatsApp. Critical context remains trapped inside unorganized chat logs.…

Sales and recruitment interactions frequently happen over WhatsApp. Critical context remains trapped inside unorganized chat logs. This disconnect leaves platforms like Zoho CRM, Zoho Recruit, and Bullhorn without real-time sentiment data, conversation health metrics, or pipeline visibility. The WhatsApp Chat to CRM extension solves this problem. It analyzes active WhatsApp Web conversations using user-configured AI models. It then syncs structured insights directly back to target CRM records. Core Capabilities - Bi-Directional Data Sync: Pulls contact queues directly from Zoho CRM, Zoho Recruit, or Bullhorn. Pushes generated summaries, sentiment scores, and interaction notes directly into matching contact profiles. - AI Conversation Analysis: Evaluates message history to determine client sentiment, deal health, and communication context. - Sales and Recruitment Coaching: Highlights pivotal moments in conversations. Helps managers identify effective messaging strategies and critical retention points. - Data-Driven Visibility: Gives business owners clean communication metrics. Replaces manual updates and guesswork with real conversation data. - Privacy-First Architecture: Operates strictly on demand without background data scraping. All API keys and session details stay stored locally on the user's machine. No private chat data routes through external vendor servers. Operational Workflow - Setup Credentials: Obtain developer API credentials from your CRM and your chosen AI provider. - Local Configuration: Input and store credentials securely within the local browser extension settings. - Select Record: Choose a contact or candidate from the synced CRM queue inside the extension interface. - Trigger Analysis: Manually click to authorize the extension to process the active, open WhatsApp Web chat log. - Review and Export: Inspect the generated insights, then save them directly into the target CRM entry.

Details

  • Version
    1.2.3
  • Updated
    August 25, 2026
  • Offered by
    sales.scaleupally
  • Size
    6.46MiB
  • Languages
    English
  • Developer
    Manu Jain
    FLAT NO.-1606 TOWER-T10 ACE DIVINO, PLOT NO.GH-14A, VTC: Sector-1 Greater Noida West, PO: Sector- 1 Greater Noida Po, Noida, Uttar Pradesh 201301 IN
    Email
    manujain3710@gmail.com
    Phone
    +91 97170 87420
  • Trader
    This developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.

Privacy

Manage extensions and learn how they're being used in your organization
The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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