WhatsApp Workflows for Zoho CRM

Streamline customer communications with WhatsApp workflows for Zoho CRM

Built for: CRM Developed by: Nexivo | Zoho Premium Partner
100+ Installs
  ( 0 )

Zoho CRM's integration with WhatsApp enables businesses to streamline their communication workflows by sending messages directly within the CRM platform. This integration provides a centralized location for all customer interactions, making it easier for businesses to manage and track their conversations. Users can access customer information, track message delivery statuses.

Key Features:

  • Instantly send a WhatsApp template by creating a workflow rule and using buttons.You may also use the "List View—Mass Action" option to send several clients the specific template.
  • Send WhatsApp templates directly from the Zoho CRM Leads and Contacts modules. Once the integration is installed, you can verify the MessageBird API from the Settings widget page.
  • View templates you've sent inside a Lead's record. See how many templates were sent to the lead, and track message delivery and read receipts.
  • View all the logs that you sent to customers/clients in a separate custom module.

Tags

Deployment type API-built integrations
Published date Apr 25, 2023
Version 1.2
Latest Released date Jan 8, 2024
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.