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How to send template message using Zoho CRM Extension?

Helpdesk Updated by Helpdesk

Sending Messages using Zoho CRM Extension

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

Send WhatsApp Notifications from Zoho CRM

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

  1. Agree to the terms and click "Continue"
  2. Install for the users that you want to install for
  3. Select "Existing User" as we are already a user and click the "Next" button
  4. 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 the "Send WhatsApp" button
  1. Choose from a list of templates from WATI
  1. Preview the templates, add parameter values, and press "Send"

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Zoho CRM Integration

How to send template message using Zoho CRM Workflow?

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