In this post, we will look at how you can integrate Zoho CRM with WhatsApp and automatically send a WhatsApp message to newly created leads on Zoho CRM.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Zoho CRM with Pabbly Connect to capture the lead details, then link Pabbly Connect with WhatsApp and send the captured leads a message.
Steps to Automatically Send WhatsApp Messages to Zoho CRM Leads
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Zoho CRM and Pabbly Connect
3. Setup WhatsApp Cloud API as the Action App to Send Messages
4. Compose a Message Template
5. Map the Necessary Fields
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Zoho CRM and Pabbly Connect
We will now look at the steps through which we will establish a link between Zoho and Pabbly Connect – this will help us capture the lead details from Zoho CRM.
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Zoho CRM.
A. Trigger App
Choose ‘Zoho’ as the Trigger App, select ‘New Module Entry’ as an Action Event, and click on ‘Connect’.
B. Connect Zoho CRM Account
To connect your Zoho CRM account, select ‘Add New Connection’, and click on ‘Connect With Zoho CRM’.
You can find the Domain from your Zoho CRM account URL.
Enter your Domain, and click on ‘Save’. Also, grant the authorization.
C. Test Connection
To test the established connection, we will create and submit a new lead and check for the Received Response.
Create and submit a dummy lead.
Select ‘Leads’ as your Module Name, and click on ‘Save & Send Test Request’.
Expand Response Received, and the lead details must be visible, thus confirming our established connection.
Step 3:- Setup WhatsApp Cloud API as the Action App to Send Messages
Upon capturing the lead details from Zoho CRM, we essentially want to send WhatsApp messages. Therefore, WhatsApp Cloud API will be our Action App.
Note: Follow steps 1 to 3 of this blog to create a new Whatsapp Business Cloud API account if you don’t already have one.
A. Action App
Choose ‘WhatsApp Cloud API’ as your Action App, select ‘Send Template Message’ as an Action Event, and click on ‘Connect’.
B. Connect WhatsApp Cloud API Account
To connect with your WhatsApp Cloud API account, select ‘Add New Connection’. You will be asked to enter your Permanent Token, Phone Number ID, and WhatsApp Business Account ID.
Go to your Facebook Developer dashboard, and copy the Phone Number ID and WhatsApp Business Account ID.
Paste both in their respective fields.
The Token visible on your dashboard is a temporary one that expires every 24 hours. For our workflow, we need a Permanent Token. You can generate a Permanent Access Token by following the steps given in this post.
Paste the Permanent Token, and click on ‘Save’.
Step 4:- Compose a Message Template
You will be asked to fill up a few fields. You can either select your Template Name directly from the list if you already have one ready or create a new message template by following these steps.
A. Create a Message Template
Switch to your WhatsApp Cloud API dashboard, and click the ‘here’ hyperlink. You will be redirected to a new page.
Click on ‘Create Message Template’.
Select a Category, Name the template and pick a Language. Click on ‘Continue’.
B. Body with Dynamic Data Tags
Type in your message in the Body field. To personalize your message, include Dynamic Data Tags in your template.
Dynamic Data Tags help us to include variables in our template, these variables will be replaced with actual data in your message. The actual data can be a name, an email address, date, time, ID number, etc. To add a dynamic tag to your template, write your variables between double curly braces {{variable}}.
‘Submit’ your message and ‘Confirm’.
As you submit your template, it could be approved right away or go to Facebook for a manual review. This process may take anywhere from a few minutes to a few hours. Reload your page to see if your template is approved and available, as indicated by the green color.
Step 5:- Map the Necessary Fields
Now that you have connected your WhatsApp Cloud API account, all you need is to map the necessary details from the step above.
Select your Template Name.
Map the Recipient Mobile Number from the step above.
Remember the Dynamic Data Tags we talked about? Those tags will be replaced by the data present in Body Fields.
In Body Field, enter or map the relevant data from above. This could vary as per your choice of variable. Click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Request, a WhatsApp message containing the lead details will be sent to the recipient’s mobile number.
Our automation is complete. We have successfully integrated Zoho CRM with WhatsApp. Each time a new lead is created in your Zoho CRM account, a message will automatically be sent to your newly created lead on WhatsApp.
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