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WhatsApp Workflows for Zoho CRM

WhatsApp Workflows for Zoho CRM

Zoho CRM's integration with WhatsApp enables businesses to streamline their communication 

workflow by sending messages directly within the CRM platform.

Install on Zoho CRM

Create Workflows

Using the WhatsApp Workflow for Zoho CRM extension, you can send the WhatsApp template by creating a workflow rule.

Send Templates with Buttons

Using buttons, you can directly send WhatsApp templates. You can aslo send a template to

 a single lead or contact or to multiple leads 

or contacts, using Whatsapp Workflow 

for Zoho CRM.

Verify API & Channel ID

In WhatsApp Workflow for Zoho CRM extension, you can verify the MessageBird API and WhatsApp channel ID from the settings widget.

Easy Interaction

WhatsApp workflow for Zoho CRM integration provides a centralized location for all customer interactions, making it easier for businesses

 to manage and track their conversations.

Track Receiptient Activity

Using WhatsApp workflow for Zoho CRM, users can access customer information, track

 message delivery, and read receipts.

Custom Module

With a different custom module, you can see all the templates that you send to your clients
 or customers.

Prerequisites

1. You must be the Zoho Recruit's Admin.

2. Zoho CRM Professional edition or higher is required.

3. You must either already have a MessageBird account or create one.

How does this extension helps?

Templates for WhatsApp can be sent directly from leads and contacts through workflow rules. You can send templates to a batch of customers with the "mass WhatsApp message" button in the leads and contacts module.
 
WhatsApp Workflows for Zoho CRM

Validate your messagebird API key and WhatsApp channel ID. Choose either phone or mobile to send the template and enter your country code.


WhatsApp Workflows for Zoho CRM

Helps to automate your templates after creating either leads or contacts.


Documentation

FAQ's

How do I install WhatsApp Workflows in Zoho CRM?

Go to the Zoho CRM marketplace and look for "WhatsApp Workflows for Zoho CRM." You can either install it for free for a 10-day trial period or purchase it right away.

If you install the free version?

You have the option to upgrade to the monthly or annual plan once the free version's 10-day trial is completed.

 WHATSAPP WORKFLOW FOR ZOHO CRM - PRICING PLANS

Get  Best  Plans

Monthly

$10

Unlimited Features

Purchase
Annually

$120

Unlimited Features

Purchase

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About Nexivo

Nexivo Consulting is a Zoho-only company that has been ranked the number one Zoho Premium Partner for 2023 and the fastest emerging partner for 2022. Nexivo provides Zoho services across the globe, with offices in India, the USA, and the UAE. Nexivo is a renowned firm that provides innovative solutions and strategic guidance across industries. With skilled consultants and tailored services, we help businesses overcome challenges, optimize operations, and achieve long-term growth. Our expertise includes management consulting, digital transformation, technology implementation, and process optimization, delivering tangible results for sustained success. 

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