With this integration, your support and sales teams can work with unified, real-time customer data — improving response speed and increasing conversion rates.

🚀 Key Benefits

With the Qpien + Zoho CRM integration:

• Conversations from WhatsApp, Instagram, and other channels are synced to Zoho CRM

• Your entire team can access customer history from one place

• Faster follow-ups and improved sales conversion

• Sales and support teams operate on the same data

🔗 What You Can Do

This integration enables you to:

• Access Zoho CRM data directly within the Qpien interface

• Automatically sync new leads and contacts from Zoho CRM to Qpien

• Build automations in Qpien for newly created leads and contacts

• View and manage CRM data without leaving the conversation screen

⚙️ Setup Guide

1. Start the Integration in Qpien

• Go to Qpien Dashboard → Settings → Integrations

• Select Zoho CRM

• Click Connect New Account

You will be redirected to Zoho CRM to grant access permissions.

• Log in to your Zoho CRM account

• Approve the required permissions

• Complete the connection

Once the integration is successful, you will be automatically redirected back to Qpien.

2. Configure Zoho CRM Settings

After connecting, configure your integration settings:

• Enable the modules you want to sync (Leads, Contacts, Deals, etc.)

• Check Contact Owner
  Automatically checks the contact owner details in Zoho when a new conversation starts

• Auto-Create Contacts or Leads
  Automatically creates a contact in Qpien when a new contact or lead is created in Zoho
  (Enable or disable based on your preference)

• 
  

💬 Access Zoho CRM Data Inside Qpien

Once the integration is active, you can view Zoho CRM data directly within Qpien.

How it works:

• Open any customer conversation

• Expand the conversation detail panel

• Instantly access the customer’s:

  • Contact / Lead information

  • Deals

  • CRM-related data

This allows your team to respond faster with full context.

🔄 Automation Capabilities

With Qpien, you can build automations based on CRM data:

• Trigger workflows for new leads

• Assign conversations automatically

• Send automated messages based on customer data

• Tag and segment customers dynamically

⚠️ Important Notes

• Customer phone/email data in Qpien must match the corresponding fields in Zoho CRM

• Ensure the required modules are enabled in both Qpien and Zoho CRM

• Make sure your Zoho CRM plan includes access to the modules you want to use

• Incorrect field mapping may cause sync issues