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Get Notifications for new messages on WATI on Zoho CRM

Pre-Requisites

  • You must be using WATI's Plugin Version 67.0 from the Zoho CRM Marketplace
  • The contact/lead record should have an email address

There are some quick steps that you must follow to get this working -

  1. Go to Zoho CRM -> Settings -> Marketplace -> All -> Installed -> WhatsApp Message Sender -> Settings -> Replace the ‘Bearer Token’ with the token we copied from WATI
  2. Copy the webhook for Leads
  3. On your WATI Account, go to the "Webhooks" page and add a new Webhook for the "Message Received" event
  4. Add both webhooks for Leads & Contacts

You're all set. You will get notifications for new messages on Zoho CRM.

How did we do?

Convert first time visitors to Zoho Lead/Contact using Zoho Flows

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