WhatsApp (Interakt) + Zoho CRM Integration with Automation (MVP – 5 Days)

@seandinwiddie

✨✨✨ ✨✨✨ ✨✨✨ ✨✨✨✨✨✨ ✨✨✨ ✨✨✨ ✨✨✨✨✨ Hi, Dear. Portfolio : https://www.freelancer.com/u/seandinwiddie I’m confident I can set up your Interakt + Zoho CRM WhatsApp automation MVP exactly as specified, focusing on clean flow design, accurate CRM mapping, and reliable WhatsApp alert delivery. I have hands-on experience with CRM integrations and WhatsApp Business API tooling, and I specialize in fast MVP implementations using existing platforms without custom backend overhead. I will start by configuring the Interakt WhatsApp flow with structured branching logic and full navigation handling (back/edit paths). Next, I will integrate Zoho CRM field mapping to ensure all captured inputs are stored, tagged, and segmented correctly. Finally, I will implement alert message templates, test end-to-end automation, and validate the full workflow with live demo testing and fixes. The setup will be fully tool-native, stable, and easy to maintain, ensuring your team can scale campaigns and segmentation without technical dependency after handover. Looking forward to collaborating. Best Regards. Sean D. ✅

@hfaizan12

Hello! I can set up your Interakt + Zoho CRM WhatsApp automation exactly as required—no custom backend, clean MVP delivery. Technical Approach: • Interakt flow: structured button-based journey with back/edit handling • Capture all inputs → map to Zoho CRM fields (auto create/update leads) • Tagging & segmentation based on selections (business type, region, etc.) • WhatsApp alerts with dynamic data + action buttons (View / Save) • End-to-end testing, error handling, and smooth UX I’ve built similar WhatsApp + CRM automations with reliable lead capture and segmentation. Ready to start immediately and provide daily updates until delivery.

@ravikumarsingh1

This is a clean MVP build and fits exactly with the kind of Interakt + Zoho CRM automations I’ve implemented before—no custom backend, just solid tool-based logic. Relevant Experience Built WhatsApp flows (Interakt/WATI) with button-based journeys + fallback/edit handling Integrated WhatsApp → Zoho CRM for lead capture, field mapping, and tagging Set up segmentation and automated alerts without external systems My Approach (Short) Interakt Flow Structured step-by-step flow (Welcome → Inputs → Summary → Confirm) Smooth navigation with back/edit handling Zoho CRM Integration Map all inputs to fields Auto create/update lead with clean structure Tagging & Segmentation Apply tags based on user selections Basic segmentation logic for future targeting Alerts WhatsApp alert template with dynamic fields Buttons (View Summary / Save) Testing Full end-to-end testing + fixes before handover Confirmation ✅ Can deliver within 3–5 days ✅ Comfortable with Interakt + Zoho only (no custom build) ✅ Daily updates + milestone-based workflow If needed, I can start immediately and share a quick flow structure on Day 1.

@eeshatirr1

Greetings, This is exactly the kind of clean, focused MVP I like working on --> clear scope, fixed tools, and fast execution. I’ve built WhatsApp flows with Interakt/WATI integrated into Zoho CRM where every user action is captured, tagged, and instantly usable for segmentation and follow-ups. I’ll design a smooth, button-based flow with proper back/edit handling, connect it to Zoho with accurate field mapping, and ensure leads are created/updated without breaks. Tagging and segmentation will be structured so your alerts feel relevant, not generic. Testing won’t be rushed --> I’ll run full end-to-end checks and fix edge cases before handover. You’ll get a working system, not just a setup. I can deliver this within 3–5 days and share daily progress updates. Best regards,

@samr041

Hi, I can help you set up a complete WhatsApp automation system using Interakt + Zoho CRM within your 3–5 day timeline, fully aligned with your MVP scope no custom backend, only tool-based implementation.

@basant807

Hello, I can complete this project. My approach: Day 1 — Build the full button flow in Interakt (Welcome → Confirm → Success) with edit/back handling and variable capture. Submit WhatsApp alert template for approval simultaneously. Day 2 — Connect Interakt to Zoho CRM, map all fields, configure auto create/update lead logic. Day 3 — Set up tag rules per user input, segmentation logic, test broadcast alert with View Summary / Save buttons. Day 4–5 — End-to-end testing, edge case fixes, handover doc with screen recording. One flag: template approval is Meta's call — I submit Day 1 to avoid delays. Milestone-based payment works. Daily updates via WhatsApp. Confirming 5 day delivery. Ready to start immediately. REgards, Basant

@sagarr1999

Hello sir, I have 6+ years of experience in CRM automation and WhatsApp workflow setup and have successfully implemented lead capture, segmentation, and automated messaging systems using WhatsApp Business APIs integrated with CRM platforms including Zoho CRM. I am comfortable working strictly within tool ecosystems like Interakt + Zoho without custom backend dependencies, including multi-step button flows, field mapping, tagging logic, automated alerts, and complete end-to-end testing. My approach: build the full Interakt conversational flow with edit/back handling, connect all responses into Zoho CRM with clean field mapping and auto create/update logic, apply segmentation tags based on selections, configure WhatsApp alert templates with action buttons, then run full live testing and handover documentation. I can provide daily progress updates and deliver Phase-1 MVP within your 3–5 day timeline. Thanks, Sagar

@vaishaliw7

INTERAKT-ZOHO READY Hi there! I'm Vaishali Wankhede, Zoho Advanced Partner with 10+ years of experience in Zoho CRM and WhatsApp automation using Interakt — no custom backend, no tool substitutions, exactly as required. ✅ 3 to 5 day delivery confirmed. Similar work — built a multi-step Interakt button flow for a B2B client integrated with Zoho CRM, covering lead capture, field mapping, tagging, and automated follow-up alerts. Happy to share details on our call. My approach: WhatsApp Flow (Interakt): → Button-based flow: Welcome → Business Type → Region → Sector → State → Frequency → Budget → Summary → Confirm → Success → Edit and back handling built at every step for smooth navigation Zoho CRM Integration: → All user inputs captured and stored with correct field mapping → Lead auto-created or updated on flow completion via webhook Tagging and Segmentation: → Tags applied automatically based on user inputs → Basic segmentation logic configured in Zoho CRM Alert Setup: → Sample WhatsApp alert sent with Title, Location, Value, and Deadline → Action buttons — View Summary and Save — included Testing and Handover: → Full end-to-end testing and bug fixes before handover → Live demo delivered for milestone verification → Daily progress updates shared throughout Comfortable with milestone-based payment after live demo and verification. Looking forward to working together! Regards, Vaishali Wankhede Zoho Advanced Partner | Infobyd Software Solutions

@Sauravsfexpert

3x Certified Zoho Professional I am Saurav Mandal, a 3x Certified Zoho Professional with 4+ years of experience in the Zoho ecosystem, specializing in business process optimization, customization, and development. Core Competencies Zoho Consultancy API Integration Configuration & Customization App Development Data Migration Zoho Training Ongoing Support Expertise Across Zoho Platform Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Scripting Security Controls Process Management Automations Data Administration General System Setup Channels Setup Portals Reports & Dashboards With strong hands-on experience across multiple Zoho applications, I focus on delivering scalable, efficient, and automation-driven solutions that align technology with business goals. Looking forward to collaborating and helping you get the best out of the Zoho ecosystem. Best Regards, Saurav Mandal