Send WhatsApp Message Automatically from Zoho CRM Workflow

Рет қаралды 10,690

Күн бұрын

In this video, you will learn how you send WhatsApp Message Automatically from Zoho CRM Workflow
To get the code, refer this article - support.wati.io/l/en/article/...
If you do not have a WATI account, you can sign-up here - wati.io/pricing
To download WATI Plugin from the Zoho App Marketplace, click here - marketplace.zoho.com/app/crm/...
Step By Step Guide to setup the plugin - • Setting up WATI Plugin...
Guide to submit Templates for WhatsApp Approval - • Submit a new template ...
WATI is one of the Official Partners of WhatsApp Business API along with other partners such as Twilio, Gupshup, Kaleyra, 360Dialog, Zoko and more. We take pride in being one of the most preferred WhatsApp API Partners with a client base across 54 countries.
Key Features:
* Send WhatsApp messages from the Leads and Contacts modules using the "Send WhatsApp" feature
* Add custom variable values to easily personalize messages.
* Chat with your leads/customers on WhatsApp directly from within Zoho CRM
* Configure your Zoho CRM workflows to send automated WhatsApp messages when their criteria are met.
If you need any help, please feel free to send an email on hello@wati.io

Пікірлер: 15

@juniorgupta4470 2 жыл бұрын

When I try the IF function as shown in the end of the video, I get this error message on zoho Failed to save the function Improper Statement Error might be due to missing ';' at end of the line or incomplete expression Line Number: 4

@Wati_io 2 жыл бұрын

Please send us the screenshot of your deluge script.

@scottwiseman2966 2 жыл бұрын

I would like to update the chat feature. perhaps show the response in the CRM Record lead or contact. is this possible?

@Wati_io Жыл бұрын

Hello Scott, thanks for reaching out. I'm not sure I get your message. Can you please detail so we can provide further assistance?

@scottwiseman2966 Жыл бұрын

@@Wati_io whatsapp is for conversations. how is this done? please if you can do not wait another 2 mnths to answer.

@Wati_io Жыл бұрын

@@scottwiseman2966 I encourage you to book a free live demo for thorough presentation of the platform calendly.com/d/d2z-9p3-zm5 . Alternatively, this video provides a overview of the platform: kzfaq.info/get/bejne/mLuGqLeazditln0.html

@pantaleaoadvocacia Жыл бұрын

Hello, I am having this error, can you help me please.

@Wati_io Жыл бұрын

Olá, tudo bem? Tem algum problema? Não se preocupe! É só mandar um e-mail para hello@wati.io que nossa equipe de suporte estará pronta para te ajudar. Vamos resolver essa questão juntos e deixar tudo mais tranquilo para você! ;)

@tron__5204 Жыл бұрын

Can I save these WhatsApp wati messages in Zoho ?! Anyhow

@phillpalmer1451 Жыл бұрын

Maybe make a custom module called Whatsapp messages and create a record everytime one sends linking to the customer record

@Wati_io Жыл бұрын

Yes, you can save WhatsApp messages from Wati in Zoho using integration tools such as Zapier or Automate.io. These integration tools allow you to automate the process of transferring data between different apps and services, including Wati and Zoho. With Zapier or Automate.io, you can create "Zaps" or "Bots" that will automatically send your Wati messages to Zoho in real-time or at scheduled intervals. Here are the general steps to integrate Wati with Zoho using Zapier or Automate.io: Sign up for an account on Zapier or Automate.io and connect your Wati and Zoho accounts. Create a new Zap or Bot and select Wati as the trigger app. Choose the specific trigger event you want to use, such as receiving a new message or receiving a message with a specific keyword. Map the Wati message data to the appropriate Zoho fields using the integration tool's drag-and-drop interface. Test the integration to ensure that the data is transferring correctly. Turn on the Zap or Bot and let it run automatically in the background. By integrating Wati with Zoho, you can save time and improve your workflow by automating the process of transferring your WhatsApp messages to your Zoho account.

@gauravgolchha Жыл бұрын

Can we create multiple message flows. e.g.: 1) 1st message goes instantly on lead creation 2) 2nd message after 24 hours 3) 3rd message after 1 week 4) 4th message after 3 weeks

@Wati_io Жыл бұрын

Hello Gaurav, thanks for reaching out. Yes, you can create a sequence using WATI. Kindly refer to the video: kzfaq.info/get/bejne/ptKYo5Benqidkmw.html

@sandheepkumarvb Жыл бұрын

You can also integrate Zoho CRM and trigger messages as per your interest.

@TuPlanSeguro-hp5iu 3 ай бұрын

@@sandheepkumarvb me puedes mostrar cómo lo haces?