Woztell WhatsApp Integration with other Zoho CRM modules

Integration with other Zoho CRM Modules | Integration of WhatsApp with Deals, Account and others

The standard WOZTELL integration with Zoho CRM allows you to initiate WhatsApp conversations directly from the Leads and Contacts modules by using a dedicated button within those modules. In the following article, you explain how to add the button in other Zoho CRM modules and check the WhatsApp Conversation history in them. 


The following requirements must be met before configuration:

 

1) Have a WOZTELL account.

2) Have the standard Zoho CRM integration installed.

3) Have a WhatsApp Channel configured in the WOZTELL platform.

4) Have access to Zoho CRM superadmin.

5) The integration will only work in the modules that have "Phone" type fields. If you don't have any field of this type, you won't be able to use it.


Adding the WhatsApp Button to Other Modules 

Once you meet the above requirements, you can proceed with the following steps to perform the integration:

 

1) Log in to your Zoho CRM account from a super admin user

2) Access the Settings section


 


3) In the DEVELOPER SPACE tab, access Widgets

 


4) Click on the "Create New Widget" button to create a new widget

 

4.1) Add the name that you want, for example: "WOZTELL WhatsApp Conversation Widget"

4.2) In Widget Type, choose the option "Button"

4.3) In Hosting, choose the option "External"

4.4) In the Base URL field, add the following URL

 

 https://awsfb.woztell.com/platform/integration/zoho/crm/widget/custom_module/whatsapp_conversation_button/main.html 

4.5) Save the Widget configuration


 

5) As of now, you have already created a new Widget with the WOZTELL integration. The next step is to add it to the desired modules

 

From here, you must follow the next steps to add the button to all the modules you want.

 

6) Return to the Settings section of our Zoho CRM

7) In the CUSTOMIZATION section access to Modules and Fields


 

8) Access the module that you want to add the button to, for example, Accounts

9) Go to the top menu option called "Links and Buttons"


 

10) Create a new button


 

10.1) Name the button. For example: WhatsApp Conversation

10.2) In the section "Where would you like to place the button?" select the option "View Page"

10.3) In the section "What action would you like the button to perform?" select the option "Open a Widget" from the section "Custom Actions"

10.4) From the list of Widgets, install the Widget previously created

10.5) Once the Widget is selected, in the section "Which profile(s) should see this button?", you must select which profiles you want to be able to access the button


 

11) Once the button is configured, you will have the integration installed

 

Start WhatsApp Conversations Using the New Button 

Once the Widget is installed, you can go to a module record where you have installed it and click on the "WhatsApp Conversation" button.
 

When you press the button, you will see the following interface:



 

Here you must select, using the drop-down at the top right "- Select destination phone field -", the field where the WhatsApp number you want to send to is stored.

 

In the drop-downs on the left, you must select our source number and the template you want to send.

 

 The widget only works with Zoho CRM fields of type Phone 

 

In addition to starting a conversation in WhatsApp, you can relate all incoming and outgoing messages to the record where you have pressed the button. To do this, you must follow the steps below:
 

1) Access Zoho CRM settings


 

2) Go to the APIs section of the DEVELOPER SPACE section


 

3) Access API names in the top menu


 

4) Look for the module where you have installed the button and copy the name of the API name column. Save this value to use it later


 

5) Go back to Zoho CRM settings section

6) Go to the section Modules and Fields of the CUSTOMIZATION section


 

7) Select the Woztell Logs module

8) Select the Layout called Standard


 

9) Drag a field of type Lookup


 

9.1) In the Field Label field, paste the value previously copied in point 4 of the API Name

9.2) In Lookup Module, select the module to which you want to relate the logs

9.3) In the Related List Title field, name it Woztell Logs


 

10) Save the field and save the Layout of our module

 

 After this step, you can edit the name of the field you have just created. 

With these steps, you have already configured so that incoming and outgoing messages are related to the registration of our module.

 

 

Adding the WhatsApp Conversation History to Other Modules

After sending templates to the numbers in our modules, you can check the conversation history in the module Overview screen. This can be done like so:

1) Select the module and record that you want to add the extension to


2) Once in the correct record, go to the section Add Related List


3) Select Widgets from the list


4) Go to New Widget and give it a name. This name won't be shown in the final display; it is simply the name you are giving the widget being installed


5) In the Hosting section, select External


6) Paste the following link in the field Base URL and click Save in the bottom left corner

7) Once the new widget has been created, a new drop-down titled Choose Widget will appear with a list of widgets you've made. Find the widget you have just created with its given name, and select Install


8) Select the field Custom Related List Name and give the extension a name, for example, WOZTELL WA History. This is the name that will be shown in the final display of the module's Overview


9.1) Once you click Save, the extension will be added to the module and can be accessed from the left-hand menu, under Related List


9.2) From here, you can access the conversation history of different destination phone numbers and WOZTELL channels