Use WhatsApp Web not just for conversations but also to manage your Zoho CRM with the Zoho CRM inside WhatsApp Web extension which allows you to access Zoho CRM details inside WhatsApp Web. Create, view, and update leads, contacts, and accounts, and customize contact details viewed within WhatsApp Web.
Key Features:
New Zoho CRM contacts: Add leads, contacts, and accounts to your Zoho CRM for any WhatsApp Web contact. Enter the value of the required fields and create the new contact. View the lead, contact, or account in Zoho CRM.
Contact Fields: Select Configure Display Fields to customize the fields of the contact visible based on your requirements.
Field Search: Search for any Zoho CRM field within any contact inside WhatsApp Web to view the existing details and update the same as required.
Notes: Stay up to date with any contact using the Notes option to add specific updates for them. Select the Note option to view the existing notes associated with the contact and create new notes.
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Hello,
I would recommend you to try LookUp for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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