Zoho CRM Integration

Jair García Updated by Jair García

Sending Message using Zoho CRM

In this guide, we will talk about how you can send WhatsApp messages from Zoho CRM using our "WhatsApp Business for Zoho CRM" extension

Preferred Method (Using Extension)

  1. Navigate to our Extension on the Zoho App Marketplace and click "Install"

  1. Agree to the terms and click "Continue"
  1. Install for the users that you want to install for
  1. On "Settings", please add the API Endpoint URL and Bearer Token and click "Save"

These details shall be available on your WATI Accounts' API Docs Section

  1. On the Lead details or Contact details page, click on "Send WhatsApp" button
  1. Choose from a list of templates from WATI
  1. Preview the templates, add parameter values and press "Send"
  1. To send WhatsApp from Workflow, select the "sendWhatsApp" function and pass the template_name parameter, phone, name fields

Create a Zoho workflow webhook 

In order to automate the process where newly created lead will get welcome template message from WATI, these are the steps

  1. Navigate to Settings -> Workflow Rules
  2. Click "Create Rule"
  3. Choose Lead as module and name your Webhook Rule.
  4. Complete when and condition the way it's done in picture
  1. Click "instant actions" and choose "webhook"
  2. Click "New webhook"
  3. Complete all necessary fields (see pic.)
    Request body example
    {
    "template_name": "welcome",
    "broadcast_name": "zoho_auto",
    "receivers": [
    {
    "whatsappNumber": "${Leads.Phone}",
    "customParams": [ { "Name": "name", "Value": "${Leads.First Name}" } ]
    }
    ]
    }
  4. "Save and associate" webhook with workflow
  5. "Save" workflow

This will configure your webhook rule to send automatic WhatsApp Messages.

Alternate Method (without the extension)

If you want to configure your own function, follow the below steps -

  1. On the Zoho ‘Settings’ section on the top-right corner, choose ‘Actions
  1. On the next page, choose the ‘Functions’ tab
  1. On the next page, click on the ‘Configure Function’ button
  1. On the next page, choose ‘Write your own function’
  1. Fill in details for creating a new function
  1. Edit Arguments of the function as follows

Note:

  • Type # to choose the param value
  • template_name will be the WATI template name

  1. 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’
  1. Fill in details and select ‘Existing Actions’
  1. Select the send_whatsapp function and configure it as follows

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

Thanks

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