Define the data flow and ownership before building the connection.
Aurnex maps approved provider and account setup, consent and template requirements, conversation ownership and CRM record updates before selecting the connection method. The technical review then confirms what can move, in which direction, how often and how failures will be handled.
Topics to define
Put the workflow before the configuration.
Approved provider and account setup
Consent and template requirements
Conversation ownership
CRM record updates
Frequently asked questions
Zoho CRM and WhatsApp integration: common questions.
Is this always a ready-made connector?+
No. Depending on the systems and required data flow, Aurnex may use a native integration, Zoho Flow, an API-based build or another suitable method.
What information does Aurnex need?+
Share the systems and editions, records to exchange, system of record, data direction, frequency, expected volume, security requirements and exception process.
Can historical data be included?+
Yes, when agreed. Historical migration is planned separately from ongoing synchronisation because its mapping, cleansing and validation requirements can differ.