Zoho

Create a contact in WATI when a new lead comes into ZOHO CRM

Create a contact in WATI when a new lead comes into ZOHO CRM. To use the Workflow feature, you need the Zoho Professional Plan or higher. In this guide, we will talk about how you can set up automati…

Jahnavi Prasad
Updated by Jahnavi Prasad

Assign chats in WATI based on Lead owner in Zoho CRM

Use Case: When a user initiates a conversation, check if they already exist in Zoho. If they are an existing Lead/Contact, find their Lead Owner and assign the chat to them in Wati. If they are a new…

Jahnavi Prasad
Updated by Jahnavi Prasad

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

This setup is applicable if you are planning to use Zoho Workflows that trigger when a new Lead/Contact is added to Zoho. Our native plugin allows you to convert the contacts that are reaching out to…

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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 ge…

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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…

Jahnavi Prasad
Updated by Jahnavi Prasad

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…

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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 The endpoint and token are not saved correctly/outdated.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…

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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…

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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…

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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…

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