How To Import WhatsApp Chats
How To Add WhatsApp Number On Facebook or Instagram Page
How should I choose a phone number for WhatsApp?
PRO plan: Support export chat
Backup WhatsApp Chats
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How To Link WhatsApp Number To Facebook Page
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What kind of business will be rejected by WhatsApp?
Approve Messaging On-Behalf-Of your brand
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How long does it take to get approved for WhatsApp Business APIs?
What is the process to get approval for WhatsApp Business APIs?
Creating click to chat link
Everything you need to know about your WhatsApp Manager
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Facebook Business Manager ID
Embedded Sign Up
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Facebook Business Verification
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Troubleshoot common errors in WATI
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Types of Messages
What are template formatting rules?
How to get Opt-in for WhatsApp Messaging?
What is the difference between template message and session message?
How many template messages can be submitted for WhatsApp approval?
What is the max numbers of template message submission?
What is a template message?
Could I attach a PDF or image into a template message?
How to use interactive messages?
Conversation Based Pricing
WATI CRM & APIs
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What are the costs for sending messages?
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WhatsApp API Gateway
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What are difference between BASIC plan and PRO plan
APIs & Integrations
Where can I find the documentation for WhatsApp Business APIs?
Key Differences Between WATI CRM and WATI WhatsApp API Gateway
Does WATI support Dialogflow Integration?
How can I send WhatsApp Message from Zoho CRM?
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Are your file attachment names appearing as null or untitled?
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Can I send OTP on WhatsApp?
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WhatsApp Shop Plugin
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WhatsApp Chat Button Integration
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WATI Embedded Team Inbox in Zoho
Shopify Integration for TRIAL user
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HubSpot WhatsApp Integration: Capture New WhatsApp Contacts To HubSpot For Free
LeadSquared WhatsApp Integration: Capture All New WhatsApp Contacts To LeadSquared
How to set up Cash on Delivery (COD) in Shopify
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WATI Account running Slow
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Automation - Building a chatbot
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Export and Import of Flows
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Broadcast Messaging & Templates
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Tips to send personalized media content broadcast to each number
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How to submit template messages on WhatsApp Manager for WhatsApp API Gateway
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Template Message Guidelines
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How do I create a Template Message?
Are non-transactional messages allowed with WhatsApp Business APIs?
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Updated by Igor
WATI has a native integration with Zoho CRM. You can download the WATI app from the Zoho CRM Marketplace
Using the WATI Integration with Zoho CRM, you have access to the below features -
- Send template/notification messages to Leads/Contacts/Deals
- Send automatic WhatsApp Notifications to Leads/Contacts/Deals from Workflows
- Chat with your leads/contacts on WhatsApp with 2-way chat integration
- Create leads/contacts automatically on Zoho CRM when a new user messages on WATI
- Setup WATI Plugin on Zoho CRM
- Send WhatsApp Notifications from Zoho CRM
- Send WhatsApp Notification automatically from Zoho CRM Workflow
- Chat on WhatsApp through Zoho CRM
- Create Leads/Contacts on Zoho CRM automatically when you get a message on WhatsApp
How to Setup on Zoho CRM
- Navigate to our Extension on the Zoho App Marketplace and click "Install"
- Confirm installation and click "Install"
- Agree to the terms and click "Continue to Install"
- Install for the users that you want to install for
- After installing you will be automatically redirected to Settings.
If you have existing WATI account --> Select "Existing WATI user" option and click on "Next" button
If you're new user select "New to WATI" option and click on "Next" button. You will need to go through a short registration process and then you will be able to use the plugin
- On "Settings", please add the API Endpoint URL and Bearer Token and click "Save"
Let's take a look at the new features:
Automatically create lead or contact if there is no any data in Zoho CRM
- Import all contacts from WATI into Zoho CRM if Contacts/Leads is empty
Convert first-time visitors to Lead/Contact
This feature will work only if we connect our Zoho CRM from WATI app (described below).
Contact will be automatically added to Zoho CRM if:
- User added a new contact manually from Contacts page in WATI
- User added new contact via Import Contacts function from Contacts page in WATI
- User Upload contact file when sending Brooadcast in WATI
- Turn on "Automatically create lead or contact if there is no any data in Zoho CRM", select Convert first-time visitors to Lead/Contact and enter Lead Source name (can leave WATI by default).Lead source will be applied for Leads only. Contacts don't have Lead Source field.Lead Source won't be applied for first-time visitors contacts (this feature is described below), it will be "WATI" always regardless of what we have set in "Lead Source" field
- Click on "Save" button --> Import will be started (if contacts/leads are empty in your Zoho CRM). Import will take some time if WATI environment has huge amount of contactsIf you have any Leads or Contacts in Zoho - Import will not start. You need to clear all your Leads/Contacts first
- After import contacts will be added to Contacts/Leads (depending on what you chose during setup).
As you can see Lead Source is WATI as we specified.
Setup on WATI side
Then we have to connect our Zoho CRM in WATI app to make Convert first-time visitors to Lead/Contact feature work. It's very simple.
- Open "Integration" page in WATI and click on Zoho integration:
- Click on "Connect With Zoho CRM" button
- Check out the warning and click on "Connect" button
Remember that Zoho account can only have one WATI integration, otherwise old integration will be replaced with new and some data may be lost
- Log in with your Zoho account
- Check what data Zoho will have access to and click on "Accept" button
After that you will be redirected back to WATI with connected Zoho CRM organization
You can easily remove your integration by clicking on remove button
Convert first-time visitors to Lead/Contact
As mentioned above, new WATI contacts will be imported into Zoho when added via the contacts page (manually or imported a file) or imported contact file when sending Brooadcast.
- Let's convert first-time visitors to Contacts. Select the appropriate setting
- Go to Contacts page in WATI and click on "Add Contact" button
- Fill Name and Phone number and click on "Save" button
- Go to Contacts in Zoho to make sure if created contact was successfully added