Summary
Want to receive WhatsApp message notifications directly in Zoho CRM? This guide walks you through linking your Wati account to Zoho CRM using webhooks, so you'll get real-time notifications when you receive messages on your WhatsApp.
Instructions
Prerequisites
Before you begin, ensure you have:
Wati's Plugin Version 67.0 installed from the Zoho CRM Marketplace.
A contact or lead record in Zoho CRM with an email address (required for notifications).
Step-by-Step Setup Guide
1. Configure the Wati Plugin in Zoho CRM
Navigate to Zoho CRM → Settings → Marketplace → All → Installed.
Select WhatsApp Message Sender → Settings.
Replace the placeholder
Bearer Tokenwith the token copied from your Wati account.
2. Copy Webhook URLs
Copy the Leads webhook URL from Zoho CRM (provided in the plugin settings).
Copy the Contacts webhook URL if you need notifications for both record types.
3. Set Up Webhooks in Wati
Log in to your Wati account.
Go to Webhooks and add a new webhook for the "Message Received" event.
Paste the Zoho CRM webhook URLs (for Leads and/or Contacts) in the designated fields.
Note: Add webhooks for both leads and contacts.
4. Test the Connection
Send a WhatsApp message to a linked number. You should see the notification appear in the corresponding Zoho CRM contact/lead record.
And done!
You'll now receive real-time WhatsApp message notifications in your Zoho CRM.
Tip: Ensure your Zoho CRM records have valid email addresses to avoid missing notifications.
Frequently Asked Questions (FAQs)
General Questions
1. What is the purpose of linking Wati with Zoho CRM?
→ Linking Wati with Zoho CRM allows you to receive real-time WhatsApp message notifications directly within your Zoho CRM account.
2. Do I need any specific Wati plugin version to set this up?
→ Yes, you must have Wati's Plugin Version 67.0 installed from the Zoho CRM Marketplace.
3. What information is required in Zoho CRM records for notifications to work?
→ Each contact or lead record must have a valid email address to receive WhatsApp message notifications.
Setup and Configuration
4. Where do I configure the Wati plugin in Zoho CRM?
→ In Zoho CRM, navigate to Settings → Marketplace → All → Installed. Then select WhatsApp Message Sender → Settings.
5. What is the Bearer Token and where can I find it?
→ The Bearer Token is a security credential required to connect Wati with Zoho CRM. You can find it in your Wati account by following the guide on "How to find your API Endpoint and Bearer Token in Wati."
6. Why do I need Webhook URLs from Zoho CRM?
→ The Webhook URLs allow Wati to send incoming WhatsApp message notifications to Zoho CRM. Separate URLs are provided for Leads and Contacts.
7. How do I set up webhooks in Wati?
→ Log in to your Wati account, navigate to Webhooks, and add a new webhook for the "Message Received" event. Paste the relevant Zoho CRM Webhook URLs for Leads and/or Contacts.
8. Should I set up webhooks for both leads and contacts?
→ Yes, it is recommended to add webhooks for both Leads and Contacts to ensure notifications are received for all relevant records.
Testing and Troubleshooting
9. How can I test if the connection is working?
→ Send a WhatsApp message to a linked number. If configured correctly, a notification will appear in the associated contact or lead record in Zoho CRM.
10. What should I check if notifications are not appearing in Zoho CRM?
→ Ensure:
The Wati Plugin Version 67.0 is installed.
The correct Bearer Token is configured.
Webhook URLs are correctly set in Wati.
Contact or lead records in Zoho CRM have valid email addresses.
Best Practices
11. Why is it important to have email addresses in Zoho CRM records?
→ Zoho CRM uses the email address in the contact or lead record to send and display WhatsApp message notifications. Without a valid email, notifications may not appear.