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Before you sign up to WATI
Migrate your phone number to WATI from another BSP
How To Import WhatsApp Chats
Backup WhatsApp Chats
Get your own WATI custom Sub-domain
Green Tick Verification for your business
How should I choose a phone number for WhatsApp?
What is the difference between Whatsapp Business and WATI?
Steps to use phone number that has been registered with Whatsapp Business before
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Facebook Business Verification
How can I contact Facebook Team for Business Verification Issues?
What if the 'Start Verification' button is greyed?
What documents are required for Facebook Business Verification?
What are the steps to get Facebook Business Verification?
How to check whether your business is verified?
Where to find the Facebook Business Manager ID?
Why is Facebook Business Verification required?
WhatsApp Manager ID (WABA)
How to check WhatsApp Business Account (WABA) Status?
Everything you need to know about your WhatsApp Manager
How to access WhatsApp Manager?
More from us!
Our Roadmap - See What's Planned
How to add WhatsApp number to Facebook or Instagram pages
WhatsApp Chat Button Integration
Creating click-to-chat link
How can I create a QR Code for my WhatsApp Number?
Commerce Policy Rejection (CPR)
PRO plan: Support export chat
What are difference between WATI Standard and Pro plan
Key Differences Between WATI CRM and WhatsApp API Gateway
What is the pricing for WATI CRMs & APIs?
Conversational Based Pricing
WATI and its Features
Team Inbox on WATI
Different types of chat status in WATI
Supported media types & sizes on WATI
Copy Conversation URL
WATI Account running Slow
What happens if someone you blocked messages you again?
How to download chats from WATI?
How to search and filter chats?
How to use quick replies/canned replies?
How to add custom parameters/attributes?
How to add a tag to chat?
How to add contact to Favorite?
How to start a new Chat?
What features does WATI Team Inbox offer?
Building your WATI chatbot
How to use Flow Timer
How to use Fallback Message
Assign chats to your agents in Round Robin style
How to test a flow?
Why is my flow not working?
Advanced Flow Builder: Invoke New Flow
How to create list message & message with reply button?
Advance Flow Builder: Time Delay
Export and Import of Flows
Flow Builder: What is a node and how many types of node?
How to collect data with Google Spreadsheets
Advance flow builder: Template
What features are available in advance flow builder
Advance flow builder: Webhook
Advance flow builder: Update Attribute
Advance flow builder: Setup Assign User / Assign Team
Advance flow builder: Setup Subscribe or Unsubscribe
How to use Conditions for Flowbuilder
How to use Questions for Flow builder
How to build a flow
What and how to access Flow Builder?
Broadcast on WATI
Broadcast Sequence Sheet Add-on
Messaging limit for Click-to-WhatsApp Ads (CTWA)
How to allow users to Opt-Out or Unsubscribe from Broadcasts?
Troubleshoot common errors in WATI
How can I search and filter Broadcasts?
Where can I see Broadcast Statistics?
What is a Broadcast History?
How do I edit or delete a scheduled broadcast?
How do I add a new Broadcast?
Is there a limit of broadcast messages?
How to send message to someone who is not in the Contact List?
Tips to send personalized media content broadcast to each number
Template Messages on WATI
How to use Google Drive to host media files for templates
Troubleshoot template message rejection
How to trigger a flow with template?
How to add buttons to templates?
Template Message Guidelines
How to get Opt-in for WhatsApp Messaging?
How to use interactive messages?
Are non-transactional messages allowed with WhatsApp Business APIs?
How to submit template messages on WhatsApp Manager?
How do I check and add credit to send broadcast template message
How to export and import template messages from one environment to a new environment?
How to add buttons with template messages?
How to avoid template message rejection?
Could I attach a PDF or image into a template message?
What are the supported languages for template update?
What is the max numbers of template message submission?
What are the category values of Template Message?
What are template formatting rules?
How do I create a Template Message?
What is a template message?
What are actions in Template Messages Page?
What is the difference between template message and session message?
How do I increase the expiry time of chats?
Manage your Contacts on WATI
How to delete contact attribute in bulk?
How to add an attribute in bulk to a list of contacts?
How do I search and sort contacts?
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How can I edit a contact?
How to import contacts from Excel?
How to add attributes to a contact?
How to add a single contact?
Manage your Users on WATI
How to force logout a specific user from all active sessions?
How to view, search and delete users?
Detail Access Menu of each Roles
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How do I add more users to my account?
Dashboard and Reporting on WATI
Payments on WATI
How to collect online payment for catalog orders using Razorpay payment gateway
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How can I download the past invoices?
How can I manage the billing and payment methods?
How do I unsubscribe from WATI?
What are the working hours for WATI Support Team?
Personalize your account on WATI
How to change my timezone in WATI?
How to change language for WATI?
How to manage notifications and sound?
How can I update my WhatsApp Profile Picture & add business details?
Orders page to display Catalog orders
How to collect customer order details from Catalog cart messages in a Google Sheet
How to use Sync button for Catalog feature
How to trigger a reply message once the “View sent cart” catalog message is sent from customer
What are sets & How to create sets in your catalog
How to use WATI Flow builder to send Catalog Messages
How to send Catalog messages via Keyword action
How to enable WhatsApp Catalog feature for your WATI number
WATI Mobile App (App Store / Google Play)
WATI App Updates (Release Notes)
Released in 2022
2022.09.1 - Released on Dec 2022
2022.07.2 - Released on Oct 2022
2022.07.1 - Released on Sept 2022
2022.06.2 - Released on Aug 2022
2022.06.1 - Released on July 2022
2022.05.2 - Released on June 2022
2022.05.1 - Released on 18th May 2022
2022.04.2 - Released on 22nd April 2022
2022.04.1 - Released on 6th April 2022
2022.03.1 - Released on Mar 2022
2022.01.2 - Released on Feb 2022
2022.01.1 - Released on Feb 2022
2022.03.2 - Released on 25th Mar 2022
Mobile App - Released in 2022
Mobile version 3.2.0 - Released on 4th December 2022
Mobile version 3.1.1 - Released on 22nd June 2022
Mobile version 3.0.3 - Released on 22nd May 2022
Mobile version 3.0.0 - Released on 15th May 2022
Mobile version 2.9.0 - Released on 30th Apr 2022
Mobile version 2.8.0 - Released on 8th Apr 2022
Mobile version 2.7.1(hotfix) - Released 24th Mar 2022
Mobile version 2.7.0 - Released on 14th Mar 2022
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Mobile version 2.3.0 - Released on 20th Jan 2022
Mobile version 2.2.0 - Released on 7th Jan 2022
Released in 2021
2021.07.1 - Released on Jan 2022
2021.06.1 - Released on Nov 2021
2021.05.2 - Released on Sep 2021
2021.05.1 - Released on July 2021
2021.04.1 - Released on May 2021
2021.03.1 - Released on Apr 2021
2021.02.1 - Released on Mar 2021
2021.01.1 - Released on Feb 2021
Released in 2020
2021.07.1 - Released on Dec 2021
RBI e-Mandate Latest Guidelines
2020.12.1 - Released on Jan 2021
2020.11.1 - Released on Dec 2020
2020.10.1 - Released on Oct 2020
2020.09.1 - Released on Sept 2020
2020.08.1 - Released on Aug 2020
2020.07.1 - Released on July 2020
2020.06.1 - Released on May 2020
2020.05.1 - Released on May 2020
2020.04.1 - Released on Apr 2020
Mobile App - Released in 2023
Mobile version 3.5.0 - Released on 18th Apr 2023
Mobile version 3.4.0 - Released on 17th Mar 2023
Mobile version 3.3.0 - Released on 10th Feb 2023
3.2.0 Releasing on May 2023
3.3.1 Released on May 2023
3.3.0 Released on April 2023
3.1.0 Released on Mar 2023
2.11.0 - Released on Jan 2023
2.12.0 - Released on Feb 2023
Terms, Privacy & Security
Integrations and API's
Integrations on WATI
How to trigger Whatsapp Shop using Templates
Why Whatsapp Message Sender is not working?
Why Google Sheet Automation is not working?
Add-on: Google Sheet Automation
Add-on: Google Spreadsheet WhatsApp Message Sender
WhatsApp Shop Plugin
Create a contact in WATI when a new lead comes into ZOHO CRM
Assign chats in WATI based on Lead owner in Zoho CRM
Convert first time visitors to Zoho Lead/Contact using Zoho Flows
Get Notifications for new messages on WATI on Zoho CRM
How to send template message using Zoho CRM Workflow?
How to get Contact Attributes from WATI into Zoho CRM Leads/Contacts?
Why is my ZOHO integration not working?
Zoho CRM Integration
WATI Embedded Team Inbox in Zoho
How to send template message using Zoho CRM Extension?
How to Add Product Images in Abandoned Cart Message
What does COD and Abandoned Cart in analytics represent?
Why are my Cash on Delivery Messages (COD) not sending in Shopify?
How to add/import Shopify Contacts into WATI
How to create a COD (Cash on Delivery) Template
How to set up Cash on Delivery (COD) in Shopify
How to use pre-defined variables in Shopify?
What are fixed variables for Shopify integration?
Shopify Integration for TRIAL user
Shopify Integrations for Paid WATI Users
How to use pre-defined variables in WooCommerce?
What are fixed variables for Woocomerce integration?
Create contact in HubSpot when new user messages your WhatsApp number
HubSpot WhatsApp Integration: Capture New WhatsApp Contacts To HubSpot For Free [Deprecated]
Make.com / Integromat
WhatsApp Templates for Leadsquared
WATI LeadSquared Integration
LeadSquared WhatsApp Integration: Capture All New WhatsApp Contacts To LeadSquared
WhatsApp and Razorpay Integration
Google Calendar Integration
APIs on WATI
Are your file attachment names appearing as null or untitled?
Where can I find the WATI API Endpoint URL and Bearer Token?
What if I need access to more APIs?
Where can I find WATI API Documentation?
How can I add webhooks using WATI or WhatsApp API Gateway?
Can I send OTP on WhatsApp?
Table of Contents
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- Integrations and API's
- Integrations on WATI
- Zoho CRM Integration
Zoho CRM Integration
Updated by Helpdesk
WATI has 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
- Get Notifications for new messages on WATI on Zoho CRM
For Zoho trial editions, please visit https://www.zoho.com/crm/help/feature-availability-trial.html for Feature Availability & Limits on different editions.
Setup WATI Plugin on Zoho CRM
How to Setup Zoho CRM
- Navigate to our Extension on the Zoho App Marketplace and click "Install"
- Confirm the 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 an existing WATI account --> Select the "Existing WATI user" option and click on the "Next" button
If you're a new user select the "New to WATI" option and click on the "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 some advanced options:
- Automatically create a lead or contact if there is no data in Zoho CRM
- Convert first-time visitors to Lead/Contact
Automatically create a lead or contact if there is no data in Zoho CRM
This feature will work only if we connect our Zoho CRM from the WATI app (described below).
Contact will be automatically added to Zoho CRM if:
- The user added a new contact manually from the Contacts page in WATI
- User added new contact via Import Contacts function from Contacts page in WATI
- User Upload contact file when sending Broadcast in WATI
- Turn on "Automatically create lead or contact if there is no data in Zoho CRM", select Convert first-time visitors to Lead/Contact and enter Lead Source name (can leave WATI by default).The Lead source will be applied for Leads only. Contacts don't have a 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 the "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 the WATI environment has a 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.
Convert first-time visitors to Lead/Contact
We have to connect our Zoho CRM from the WATI app to make this feature work.
- Open the "Integration" page in WATI and click on Zoho integration:
- Click on the "Connect With Zoho CRM" button
- Check out the warning and click on the "Connect" button
Remember that a Zoho account can only have one WATI integration, else, the old integration will be replaced with the new one and some data may be lost
- Log in with your Zoho account
- Check what data Zoho will have access to and click on the "Accept" button
You will be redirected back to WATI with the connected Zoho CRM organization
You can easily remove your integration by clicking on the remove button.
Testing the Integration
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 Broadcast.
- Let's convert first-time visitors to Contacts. Select the appropriate setting
- Go to the Contacts page in WATI and click on the "Add Contact" button
- Fill Name and Phone number and click on the "Save" button
- Go to Contacts in Zoho to make sure if created contact was successfully added