Automates whatsapps in ZOHO

Automate messages in TRIAL version

How do I automate my work in WOZTELL?

There are several possibilities to automate messages in WOZTELL. We will take a quick look in this article.

WORKFLOW inside ZOHO CRM

We have created a simple WORKFLOW example inside the TRIAL version:
  1. How does it work?
    Every time you send the word “WOZTELL” from your WhatsApp number to your CRM, a task with the title “Review WhatsApp conversation” will be created, and after 1 hour a second task called “Example of the delayed task” will be created.
  2. How do I review it?
    To view these automatically created tasks, check your list of activities or look for them by their title in "search".

    You can create your own WORKFLOWS and, in the FULL VERSION, you can even send WhatsApps automatically. If you need to automate conversations or create simple bots, remember that you can ask us for the list of Tech Partners experts in WOZTELL, and if you are a company that wants to sell WOZTELL services you can contact us HERE.
    We recommend you view the training video here on the topic Create a WorkFlow.

SCHEDULE a CAMPAIGN

You can send bulk sessions or template messages to a list of your leads or contacts.
We recommend you view our training video here on the topic "Schedule a Campaign".

AUTOMATE IN ZOHO BOOKS, ZOHO CAMPAIGNS, ZOHO DESK, ZOHO CREATOR, etc

In the same way, you can send messages using a webhook from your ZOHO CRM, you can send messages from other ZOHO tools.
We recommend you view the training video here on the topic "Webhooks".