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How to send template message using Zoho CRM Workflow?

Jahnavi Prasad Updated by Jahnavi Prasad

Sending Messages automatically using Zoho CRM workflow

To use the Workflow feature, you need the Zoho Professional Plan or higher

In this guide, we will talk about how you can send WhatsApp Messages/Notifications automatically from Zoho CRM Workflow.

To send a Template message on WhatsApp whenever a new lead is created in Zoho:

  1. Zoho CRM -> Settings -> Workflow Rules
  2. Click Create Rule -> Choose Lead as the module -> Name your Rule.
  3. Set the when and condition fields as shown below -> Instant Actions -> Function
  4. On the next page, choose Write your own.
  5. Fill in the details to create a new function.
  6. Clicking Create will open an empty page. Click on Edit Arguments.
  7. Add all the Arguments for our template here.
    (Type # to choose the param value)
    An argument named number is mandatory and must be mapped to the contact's phone number as shown above. All the variables must be added as Arguments as well. For example, the below template has 3 variables: name, meeting_type, and reschedule_url. So the Edit Arguments section in Zoho will contain 4 arguments: number and the three variables respectively. Click Save.
  8. Click the button below to open a tool that generates the Zoho Deluge script.

    Copy and paste the script into the empty function body.
  9. Click the Save & Execute button to test the Function.

How did we do?

Get Notifications for new messages on WATI on Zoho CRM

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