Automate WhatsApp in ZOHO CRM with Workflows

WhatsApp Workflows inside ZOHO CRM

WhatsApp Workflows inside ZOHO CRM 

Send automated messages via WhatsApp! With our integration with ZOHO CRM, you can create automations without writing a single line of code. Set up automatic notifications every time you create a lead, a contact, or even to send a reminder to your clients before a meeting.


With this integration, you’ll be able to:

1. Send WhatsApp messages automatically based on any condition set in your workflows.
2. Use dynamic variables to personalize your messages.
3. Trigger immediate WhatsApp sends when the Workflow is executed.
4. Schedule message sends for a specific time.


Before you start

 Install the WOZTELL extension in your ZOHO CRM.  Tutorial: How to integrate WOZTELL with ZOHO CRM

 If you’re already a user, update the extension

  1. Go to Settings in ZOHO CRM.
  2. Select Marketplace.
  3. In the third tab, you'll find the option to update the WOZTELL extension.
  4. Choose whether to install it for all users, only admins or a specific group.


Step-by-step guide: how to send WhatsApps using Workflows in ZOHO CRM

Follow these steps to automate your message sending:

1. Go to Settings in the upper-right corner of ZOHO CRM.

2. Select Workflow Rules.


3. Create a new Workflow Rule. Define when it should be triggered, for example, when a lead is created or when it meets certain criteria. (Example: a lead created from the source "Contact Form").


4. Configure the rule and define the WhatsApp messages that will be sent automatically.

5. Define the module where the workflow rule will be, the name, and the description. 

6. Set the conditions before configuring the message sending action. For this example, we’ll use: when a LEAD is CREATED with the source Contact Form.



Immediate or scheduled WhatsApp sending?

Once the conditions are set, you’ll need to define whether the sending will happen immediately or scheduled:

  • For immediate sending, select "Instant Actions".
  • For scheduled sending, choose the timing option under "Schedule Actions".

7. Once the rule is created and the conditions are set, select the action to perform: "WhatsApp (woztellplatform)".



8. Send WhatsApp (Woztell Platform) within the Workflow
It doesn’t matter if the sending is immediate or scheduled, the instructions are the same:
      
      1. Select the Mobile field, which contains the contact’s phone number.
     
      2. On the left side, choose the WhatsApp Cloud template previously created at platform.woztell.com/channel.

      3. If the template includes variables such as First Name and Last Name, you must map them to the correct fields.

      4. Select the corresponding field on the right and copy the code that appears.

      5. This code represents the dynamic variable that will personalize the message.

      6. Paste the code in the designated place inside the template.

      7. If you want to publish this automation to ZOHO Cliq, select the corresponding option.

      8. Save the changes.

      9. Assign a name to the WhatsApp automation.

      10. Save and you’re done  Your automation is now active!