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
How to migrate a phone number from one BSP to another?
Steps to use phone number that has been registered with Whatsapp Business before
How do I scan the QR Code on WATI Trial?
Can you call the WhatsApp number, that's already registered to use WhatsApp Business API?
How can I create a QR Code for my WhatsApp Number?
Can I get Green Tick Verification on my Personal Number?
How To Link WhatsApp Number To Facebook Page
Phone Number Connection Status
How to check any known issues with WATI?
What are the limitations of using WhatsApp Business APIs?
What kind of business will be rejected by WhatsApp?
Approve Messaging On-Behalf-Of your brand
How do I get Green Tick Verification for my business?
How long does it take to get approved for WhatsApp Business APIs?
What part of WATI can be tried out as a Trial Account?
What is the process to get approval for WhatsApp Business APIs?
Creating click to chat link
How to check WhatsApp Business Account (WABA) Status?
Everything you need to know about your WhatsApp Manager
How can I change my display name
How to access WhatsApp Manager?
How to change your phone number
Facebook Business Manager ID
Embedded Sign Up
Can I get WhatsApp API access without Facebook Business Verification?
What are possible common errors in embedded signup flow?
Facebook Business Verification
Why is Facebook Business Verification required?
What if the 'Start Verification' button is greyed?
How to check whether your business is verified?
What are the steps to get Facebook Business Verification?
What documents are required for Facebook Business Verification?
How can I contact Facebook Team for Business Verification Issues?
How to top-up WATI credits?
Troubleshoot common errors in WATI
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
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
RBI e-Mandate Latest Guidelines
Our Roadmap - See What's Planned
2022.07.2 - Releasing on Oct 2022
2022.07.1 - Releasing 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
2022.03.2 - Released on 25th Mar 2022
2022.03.1 - Released on Mar 2022
2022.01.2 - Released on Feb 2022
2022.01.1 - Released on Feb 2022
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?
How to trigger a flow with template?
Could I attach a PDF or image into a template message?
How to use interactive messages?
Conversation Based Pricing
WATI CRM & APIs
What is the pricing for WATI CRMs & APIs?
What are the costs for sending messages?
How much is the setup cost for WATI CRM & APIs?
WhatsApp API Gateway
What are the costs of sending Business Initiated and User Initiated Conversations?
What is Conversation Based Pricing?
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?
What if I need access to more APIs?
Are your file attachment names appearing as null or untitled?
Where can I find WATI API Documentation?
Can I send OTP on WhatsApp?
How can I add webhooks using WATI or WhatsApp API Gateway?
Why are my Cash on Delivery Messages (COD) not sending in Shopify?
How to add/import Shopify Contacts into WATI
Shopify Integrations for Paid WATI Users
What are fixed variables for Shopify integration?
How to create a COD (Cash on Delivery) Template
Shopify Integration for TRIAL user
Add-on: Google Sheet Automation
Add-on: Google Spreadsheet Sender
Why Whatsapp Message Sender is not working?
How to use pre-defined variables in Shopify or Woocommerce?
WhatsApp Shop Plugin
Zoho CRM Integration
How to send template message using Zoho CRM Integration?
WhatsApp Chat Button Integration
WATI Embedded Team Inbox in Zoho
What are fixed variables for Woocomerce integration?
Why Google Sheet Automation is not working?
Where can I find the API Endpoint URL and Bearer Token?
Why is my ZOHO integration not working?
HubSpot WhatsApp Integration: Capture New WhatsApp Contacts To HubSpot For Free
LeadSquared WhatsApp Integration: Capture All New WhatsApp Contacts To LeadSquared
Team Inbox on WATI
WATI Account running Slow
How to add a tag to chat?
Copy Conversation URL
What happens if someone you blocked messages you again?
How to use quick replies/canned replies?
What features does WATI Team Inbox offer?
How to start a new Chat?
How to add contact to Favorite?
How to add custom parameters?
How to download chats from WATI?
How to search and filter chats?
Supported media types & sizes on WATI
Automation - Building a chatbot
What features are available in advance flow builder
Advance flow builder: Update Attribute
Advance flow builder: Template
How to use Conditions for Flowbuilder
What and how to access Flow Builder?
Advance flow builder: Setup Assign Agent / Assign Team
How to use Questions for Flowbuilder
Advance flow builder: Setup Subscribe or Unsubscribe
Advance flow builder: Webhook
How to build a flow
Advanced Flow Builder: Invoke New Flow
How to create list message & message with reply button?
Advance Flow Builder: Time Delay
Flow Builder: What is a node and how many types of node?
Why is my flow not working?
Export and Import of Flows
How to collect data with Google Spreadsheets
How to update data using Google Spreadsheets
Broadcast Messaging & Templates
How to allow users to Opt-Out or Unsubscribe from Broadcasts?
How do I edit or delete a scheduled broadcast?
What is a Broadcast History?
What is a broadcast?
How do I add a new Broadcast?
Tips to send personalized media content broadcast to each number
How to send message to someone who is not in the Contact List?
Is there a limit of broadcast messages?
How can I search and filter Broadcasts?
Where can I see Broadcast Statistics?
How to submit template messages on WhatsApp Manager for WhatsApp API Gateway
What are the supported languages for template update?
How to avoid template message rejection?
What are the category values of Template Message?
Template Message Guidelines
How to export and import template messages from one environment to a new environment?
How to add buttons with template messages?
How do I create a Template Message?
Are non-transactional messages allowed with WhatsApp Business APIs?
What are actions in Template Messages Page?
How to setup auto recharge for broadcast credit?
How to add buttons to templates?
How do I check and add credit to send broadcast template message
How to add attributes to a contact?
How to add a single contact?
How to add an attribute in bulk to a list of contacts?
How to import contacts from Excel?
How do I remove one or more contacts?
How do I search and sort contacts?
How can I edit a contact?
Personalization & Account Management
How to view, search and delete operator?
How to force logout a specific user from all active sessions?
Detail Access Menu of each Roles
How do I add more agents to my account?
How to add team and assign operator to team?
Account & Billing
How do I unsubscribe from WATI?
How can I download the past invoices?
What are the working hours for WATI Support Team?
How can I manage the billing and payment methods?
Personalize your account
Dashboard and Reports
Get your own WATI custom subdomain
Do I have to pay additional to access WATI Mobile Apps?
What features do WATI Mobile Apps have?
What does WATI Mobile App do?
Mobile Released 2022
Mobile version 3.0.0 - Released on 15th May 2022
Mobile version 3.1.1 - Released on 22nd June 2022
Mobile version 3.0.3 - Released on 22nd 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
Mobile version 2.6.0 - Released on 23rd Feb 2022
Mobile version 2.5.0 - Released on 15th Feb 2022
Mobile version 2.4.0 - Released on 29th Jan 2022
Mobile version 2.3.0 - Released on 20th Jan 2022
Mobile version 2.2.0 - Released on 7th Jan 2022
Terms, Privacy & Security
Table of Contents
Updated by Helpdesk
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
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
- 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