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.

  • The ‘Send WhatsApp’ button can be added to the Leads/Contact page. You can even send WhatsApp messages to multiple leads/contacts at once by adding them to the Lead/Contact list

Step By Step

  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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