Zalo automation and CRM integration for B2B sales teams
In Vietnam, many B2B conversations move from email to Zalo. ConvertX connects your Zalo Official Account to HubSpot or Zoho CRM and automates the follow-up, so every qualified lead gets a timely reply and every conversation shows up in your pipeline. We work with HubSpot, Zoho and ClickUp.
Why Zalo belongs in your B2B sales process in Vietnam
Zalo is a widely used messaging app in Vietnam, and many Vietnamese professionals use it for everyday business conversations: confirming meetings, sharing documents and following up on proposals. For B2B companies, it is a practical follow-up channel alongside email.
- Follow-up in the same app many buyers already use for meetings, documents and proposals
- A familiar, trusted channel for Vietnamese buyers and stakeholders
- A Zalo Official Account (OA) is the business profile on Zalo, with broadcast and chat tools and API access for automation
What our Zalo automation and CRM integration includes
Zalo OA set-up guidance
ConvertX helps prepare and configure the Official Account and its automations, including the profile, menus and auto-replies.
Lead capture into one record
Website forms, ads, events and Zalo enquiries feed a single lead record in your CRM.
AI lead scoring
Leads scored on fit and behaviour, so sales gets the real decision-makers first.
Automated demo follow-up
Reminders before demos and follow-up after them, via Zalo and email, timed to your sales process.
Proposal & pricing delivery
Proposals and pricing sent through Zalo OA, with opens and replies logged in the CRM.
HubSpot / Zoho CRM sync & dashboards
Two-way sync with HubSpot, Zoho or ClickUp, plus a KPI dashboard and team training.
An example: automated demo follow-up for a SaaS company
Demo booked
A prospect books a demo on your website. The CRM creates or updates the lead and scores it.
Reminder
The day before, the prospect receives a reminder message via Zalo (where they’ve agreed to it) and email.
After the demo
A thank-you message with the recording and next steps goes out automatically. The account owner gets a task.
Proposal
The proposal and pricing are delivered via Zalo OA. Opens and replies are logged.
Nudge or escalate
No reply in a set number of days? The system nudges the buyer or alerts sales to call.
Every step is visible in your CRM, so marketing and sales see the same pipeline. Workflows are customised to your sales cycle and to Zalo’s current messaging rules.
Can a foreign company use a Zalo Official Account?
Yes, with some preparation. According to Zalo’s own documentation, creating and managing an OA requires a verified Vietnamese (+84) Zalo account, and a verified business OA requires Vietnamese business registration documents. Zalo’s rules change, so check the current requirements at oa.zalo.me before you start.
| Your situation | Typical option |
|---|---|
| You have a Vietnamese entity | The client registers and verifies the OA under the Vietnamese company. ConvertX helps prepare and configure the OA and its automations, and connects them to the CRM |
| You work through a local partner or distributor | Agree in writing who owns the OA and the customer data before launch |
| You have no local presence yet | Start with email, LinkedIn and website chat, and plan the OA as part of your entry roadmap; see Vietnam market entry for SaaS |
This is general guidance, not legal advice. ConvertX helps prepare and configure the OA and its automations. Registration and verification requirements are Zalo’s and must be met by the client.
Consent and data protection, built in
Automated messaging only works if buyers trust it. We design Zalo and email workflows around clear consent, relevant timing and easy opt-out, and we keep customer data in your CRM, not on personal phones.
- Consent captured on forms and logged in the CRM
- Message templates that follow Zalo’s content and template rules
- Workflows reviewed against Vietnam’s personal data protection rules with your legal adviser
Zalo + HubSpot and Zalo + Zoho CRM: how the connection works
Leads, messages and statuses are logged in one pipeline through Zalo’s APIs or integration tools. We work with HubSpot, Zoho and ClickUp.
Zalo and HubSpot
A Zalo Official Account can be connected to HubSpot through Zalo’s APIs or integration tools, so leads, messages and statuses are logged in one pipeline.
Zalo and Zoho CRM
A Zalo Official Account can be connected to Zoho CRM through Zalo’s APIs or integration tools, so leads, messages and statuses are logged in one pipeline.
CRM audit & optimisation: we find where the handoff breaks
Start with a free funnel audit, then the CRM + Automation Optimization project (from $1,200 per project) fixes what we find.
Triggers that don’t fire
Workflow triggers that don’t fire, so a new lead or a quiet deal never starts the next step.
Leads without an owner
Leads that never get an owner, so nobody is responsible for the follow-up.
Zalo chats outside the CRM
Zalo conversations that never reach the CRM, so the pipeline only shows part of the deal.
How to get started
Every workflow is documented so your team can maintain and fine-tune it, and the project includes team training.
| Option | What’s included | Starting from |
|---|---|---|
| CRM + Automation Optimization | CRM audit, Zalo and email workflows, lead scoring, KPI dashboard, team training (HubSpot, Zoho, ClickUp) | from $1,200 per project |
| Growth Loop Combo | Growth Engine + CRM Optimization, for teams that also need consistent lead flow | from $4,700 per month |
Prices in USD are starting points. Every proposal is tailored to your goals, scope and ad budget after a free funnel audit. Zalo’s own OA and messaging fees are billed separately by Zalo. See full pricing, scope, and outcomes.
Frequently asked questions
Can Zalo be integrated with HubSpot?
Yes. A Zalo Official Account can be connected to HubSpot through Zalo’s APIs or integration tools, so leads, messages and statuses are logged in one pipeline.
Can Zalo be integrated with Zoho CRM?
Yes. A Zalo Official Account can be connected to Zoho CRM through Zalo’s APIs or integration tools, so leads, messages and statuses are logged in one pipeline.
Can a foreign company create a Zalo Official Account?
According to Zalo’s documentation, creating and managing an OA requires a verified Vietnamese (+84) Zalo account, and a verified business OA requires Vietnamese business registration. Foreign companies usually use a local entity or agree OA ownership with a local partner. Check the current requirements at oa.zalo.me.
What can be automated on Zalo for B2B sales?
Common automations include instant replies to enquiries, demo reminders, post-demo follow-up, proposal and pricing delivery, and alerts to sales when a lead goes quiet, all logged in your CRM.
Is Zalo automation the same as spamming customers?
No. We only message people who have agreed to hear from you, keep messages relevant to where they are in the buying process, and follow Zalo’s template and content rules.
Which CRMs do you support?
We regularly work with HubSpot, Zoho and ClickUp, and can assess other CRMs during the audit.
What does a CRM audit include?
A CRM audit reviews workflows, lead scoring, data and ownership rules, dashboards, and the handoffs between Zalo, email and the CRM. It starts with a free funnel audit, and fixes are scoped in the CRM + Automation Optimization project from $1,200 per project.
Will our team be able to maintain the automations?
Yes. Every workflow is documented so your team can maintain and fine-tune it, and the CRM + Automation Optimization project includes team training.
How much does Zalo automation and CRM integration cost?
Our CRM + Automation Optimization project starts from $1,200 per project, depending on scope. Zalo’s own OA and messaging fees are separate and paid to Zalo.
Stop losing qualified leads in Zalo chats
Tell us which CRM you use and how your team follows up today. We’ll map a Zalo + CRM workflow and show you where leads are falling through.
- A free funnel audit focused on follow-up and CRM
- A workflow map for your sales process
- No obligation
Email bao.ngo@convertx.biz · Call +84 908 734 657
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