Zoho

Zoho CRM Integration

Zoho CRM Integration with WATI can be done with any version of Zoho CRM, but to install the plugin you need the Zoho Professional Plan or higher. Introduction. WATI has native integration with Zoho C…

Helpdesk
Updated 1 week ago by Helpdesk

How to send template message using Zoho CRM Extension?

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 Notifi…

Helpdesk
Updated 1 week ago by Helpdesk

How to send template message using Zoho CRM Workflow?

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 Message…

Helpdesk
Updated 2 weeks ago by Helpdesk

WATI Embedded Team Inbox in Zoho

Zoho CRM Integration with WATI can be done with any version of Zoho CRM, but to use WATI embedded Team Inbox feature, you need the Zoho Professional Plan or higher. In this guide, we will talk about…

Nhi Luong
Updated 1 week ago by Nhi Luong

How to get Contact Attributes from WATI into Zoho CRM Leads/Contacts?

Our native plugin doesn't support updating Contact Attributes from WATI into Zoho CRM Leads/Contacts. However, if you wish to do this, it can be done using No-Code tools such as Zapier , Pabbly Conne…

Helpdesk
Updated 2 weeks ago by Helpdesk

Why is my ZOHO integration not working?

Why is my ZOHO integration not working?. The endpoint and token are not saved correctly/outdated. On "Settings", please add the API Endpoint URL and Bearer Token and click "Save". The endpoint and to…

Tony
Updated 2 weeks ago by Tony

Get Notifications for new messages on WATI on Zoho CRM

If you want to receive notifications for new incoming messages from WATI into Zoho CRM, you must use WATI's plugin version 67.0 or higher There are some quick steps that you must follow to get this w…

Helpdesk
Updated 1 week ago by Helpdesk

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