Integration

    Zoho CRM and Volty

    Volty reads a buyer's lead or deal in Zoho CRM before it replies, and turns WhatsApp, Instagram and web chat enquiries into leads when you allow it.

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    Updated

    After the test drive

    Volty reads the deal, answers from it, and proposes a note for the sales executive.

    DB

    Daniel Brooks

    WhatsApp · Customer

    Hi, I test drove the HR-V on Saturday. Is the price still $24k? Can I trade in my Corolla?
    Looked up Zoho CRMDaniel Brooks · 2021 Honda HR-V · Test drive done
    VoltyHi Daniel, thanks for coming down on Saturday. The 2021 HR-V is still at $24,000. For the trade-in, could you share your Corolla's model year and mileage? Kevin will give you a valuation.
    2016, about 75,000 miles

    Waiting for approval

    Zoho CRM note on Daniel Brooks's deal: trade-in 2016 Corolla, about 75,000 miles, wants a valuation

    ApproveEditDecline

    Zoho CRM deal

    2021 Honda HR-V

    Test drive done
    Contact
    Daniel Brooks
    Sales executive
    Kevin Walsh
    Deal amount
    $24,000
    Test drive
    Sat 1 Nov

    Read from Zoho CRM during the conversation

    What Volty does with Zoho CRM

    Zoho CRM holds the leads, contacts and deals a sales team works through. Volty connects to Zoho CRM with one sign-in. It can read a buyer's lead or deal while it replies, so a follow-up after a test drive is answered from the record, and when you allow it Volty creates a lead from a new enquiry.

    • Buyers recognised

      Volty finds the buyer's lead or deal before it replies.

    • Leads from every channel

      WhatsApp, Instagram and web chat enquiries can become Zoho leads.

    • Notes the team can read

      What the buyer asked is added to the record.

    • Writes wait for a colleague

      Changes start Off, and each can be set to need approval.

    A saleswoman in glasses talking with a customer across her desk in a used car dealership's office, with cars parked outside the window.
    Enquiries arrive as leads, ready for the sales team.

    An Instagram enquiry becomes a lead

    Volty asks the questions the valuer needs, then proposes the lead.

    JM

    jessica.miller

    Instagram · Customer

    Hi, I want to sell my car. Can you quote?
    VoltyHappy to. What model and year is it, and roughly how many miles has it done?
    2018 Mazda3, around 53,000 miles

    Waiting for approval

    New Zoho CRM lead: Jessica Miller, selling a 2018 Mazda3 with 53,000 miles, from Instagram

    ApproveEditDecline

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Instagram enquiry to lead

    1. When

      A buyer messages your page

      From a post or a story

    2. Step 1

      Volty asks the key questions

      Model, budget, trade-in

    3. Step 2

      Creates the lead

      Approved by a colleague

    4. Step 3

      Brings in a sales executive

      In the same conversation

    A man kneeling to look under the raised hood of a beige sedan on a used car lot.
    Follow-ups answered with the deal at hand.

    How Volty connects to Zoho CRM

    An admin signs in to Zoho CRM from the Sources page. The sign-in decides what Volty can see, and the tool switches decide what it may do.

    1. 01

      Sign in to Zoho CRM

      With the user whose records Volty should see.

    2. 02

      Turn on the reads

      Leads, contacts, accounts and deals.

    3. 03

      Choose the writes

      Create lead and add note start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search leads and contactsReads
    • Read dealReads
    • Create leadChanges
    • Add noteChanges
    • Update deal stageChanges

    Reading tools can be turned on straight away. Anything that changes Zoho CRM starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Zoho CRM?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    What can Volty see in Zoho CRM?

    What the account that connected it can see. In a customer conversation Volty looks up only the customer the conversation has verified.

    How much does it cost to connect Zoho CRM with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026