How can I send WhatsApp Message from Zoho CRM?

WATI does not have a native app on the Zoho Marketplace, but as we have flexible APIs and webhooks, our integration with Zoho CRM is possible.

 

1. On the Zoho ‘Settings’ section on top-right corner, choose ‘Actions’

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2. On the next page, choose the ‘Functions’ tab

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3. On the next page, click on ‘Configure Function’ button

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4. On the next page, choose ‘Write your own function’

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5. Fill in details for creating new function

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6. Edit Arguments of the function as follows

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Note:

  • -  Type # to choose the param value

  • -  template_name will be the WATI template name

7. Copy the below in the function body

headerValue = Map();
headerValue.put("Authorization","Bearer ​{{your-api-token}}​"); raw_data = {"template_name":"" + ​{{wati-template_name}}​ + "","broadcast_name":"zoho_auto_" + ​{{wati-template_name}}​ + "","parameters":"[{'name':'name', 'value': '" + name + "'}]"}; resp = invokeurl
[

url :"https://​{{your-wati-api-enpoint}}​/api/v1/sendTemplateMessage/91" + number

type :POST parameters:raw_data.toText() headers:headerValue detailed:true content-type:"application/json"

];

  1. Save the function

  2. Navigate to the Leads details page and click on three dots on the top-right corner and select ‘Create Button’

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10. Fill in details and select ‘Existing Actions’

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11. Select the send_whatsapp function and configure it as follows

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You’re done. You will start seeing a button on the Leads page to send WhatsApp message to your leads.

How did we do?

Does WATI support Dialogflow Integration?

What if I need access to more APIs?

Contact