> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM Playbooks

> Step-by-step guides for WhatsApp + Zoho CRM workflows

## Overview

Practical guides for implementing WhatsApp workflows with Zoho CRM.

<CardGroup cols={2}>
  <Card title="Lead Capture" icon="user-plus" href="/integrations/zoho/playbooks/lead-capture">
    Auto-create Zoho leads/contacts from WhatsApp
  </Card>

  <Card title="Chat Backup" icon="cloud-arrow-up" href="/integrations/zoho/playbooks/chat-backup">
    Log WhatsApp messages to Zoho timeline
  </Card>

  <Card title="Workflow Automation" icon="gear" href="/integrations/zoho/playbooks/workflow-automation">
    Trigger WhatsApp from Zoho workflow rules
  </Card>

  <Card title="Deal Tracking" icon="handshake" href="/integrations/zoho/playbooks/deal-tracking">
    WhatsApp notifications on deal stage changes
  </Card>
</CardGroup>

| Playbook            | Time   | Difficulty | Zoho Edition  |
| ------------------- | ------ | ---------- | ------------- |
| Lead Capture        | 10 min | Easy       | Free+         |
| Chat Backup         | 5 min  | Easy       | Free+         |
| Workflow Automation | 20 min | Medium     | Professional+ |
| Deal Tracking       | 15 min | Medium     | Professional+ |