Zoho Bigin Extension
Integrating WOZTELL with Zoho Bigin will allow you to connect your WhatsApp Business account with your CRM, so you can centralize communication and improve your sales team's efficiency. Below, we explain step by step how to use it.
1. Install the WOZTELL extension from the Bigin Marketplace.
2. Select the "Install for all users" option and confirm.
3. Enter the WOZTELL access tokens to continue. The "WOZTELL Access Token" (required to read conversations) is mandatory, and the "WOZTELL Advanced Token" (to send template messages) is optional.
To obtain the access tokens, go to the WOZTELL platform, click on the settings icon and select the "Access Tokens" option. Use an existing one or generate a new token.
To obtain the advanced access token, go to Channels, and open the one connected to WhatsApp
Then click on Advanced Access and generate a new token or use an existing one.
4. Click on Save.
The extension works from the Contacts module. If you click on the detail, you will see it includes two buttons: "WhatsApp conversations" and "Send WhatsApp template".
When accessing "WhatsApp conversations", you will be able to view a contact's conversation within the selected channel (this is the same interface as CRM > WOZTELL Conversation History). The history is updated in real time and displays all past interactions from the WhatsApp channel integrated with WOZTELL. This allows you to have context before starting a conversation or continuing a follow-up.
When selecting the "Send WhatsApp template" option, you can choose the channel, the template to use, the language, and then send the message.
Recommended use cases
This integration is especially useful for:
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Opportunity follow-up: quickly contact leads from the CRM.
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Personalized support: use the conversation history to maintain continuity in open chats.
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Automation with templates: speed up the reactivation of cold leads with predefined messages.
Streamline your sales processes, automate repetitive tasks, and respond to your customers faster.