ZOHO CRM & WhatsApp Integration
WhatsApp and Zoho CRM's integration is one of the most complete on the market, allowing you to Unify, Control, and Automate your communication through WhatsApp for your business.
Lead/Contact messages
Messages sent to a Lead or Contact, are stored in three areas within the CRM.
1.- WhatsApp History (In the Lead or Contact tab)
1.- WhatsApp History (In the Lead or Contact tab)
2.- WhatsApp Message (In the Lead or Contact tab)
3.- WhatsApp Log's a customized module installed during Woztell's Set-Up.
3.- WhatsApp Log's a customized module installed during Woztell's Set-Up.
Messages in the Lead/Contact profile
Messages can be referenced in two areas of the Zoho CRM file:
1.- WhatsApp History, located in the related view.
As well as session messages, all Incoming and outgoing WhatsApp messages will appear in WhatsApp history.
2.- WhatsApp Messages, also in related view.
The customized section will show if the message was received, whom of the team sent the message, the time of the outgoing message as well as the type and content of the message.
Lead/Contact messages in WhatsApp Logs
With each CRM customized module, added at the end of the Set-up, you can find all customer Incoming and Outgoing messages. In this customized module different actions may be taken, such as the creation of WorkFlows and message filtering.
Lead/Contact files
Files sent or received through WhatsApp will be stored in three locations:
3. In the WhatsApp Logs' customized module, where you may reference the URL of each sent file as well as the text.
Workflows
You can create workflows based on messages stored in the CRM. Workflows are based on the principle that when a certain condition is met, an action will launch. Woztell's and WhatsApp's Workflows must be related to the customized module of WhatsApp Logs.
Our Set-Up team has prepared a video that explains exactly how to complete a Workflow using Woztell.
Marketing Campaigns
Marketing campaigns associated with WOZTELL have scheduled actions associated with this module. In the campaign module, there are three possible types of WhatsApp Messages with previously approved templates, you can program the campaigns for scheduled messaging.
We must also select the template or message to be sent, provided free text messages can be sent as they are session messages.
Bulk Messaging
Send templates to a filtered potential customer or contact list. To perform these actions, you must take the following steps:
1.- Select in the related module (Leads or Contacts) the logs where you wish to send the communication.
2.- Update the WhatsApp message field with the selected template code.
3.- The button "WhatsApp bulk message" will appear in the module; click the button for bulk sending.
3.- The button "WhatsApp bulk message" will appear in the module; click the button for bulk sending.
Webhooks
Automize message sending to your customers.
WhatsApp Exclusion
Woztell's solution, WhatsApp Business with Zoho CRM is designed to protect customers from bulk messaging. This can be used when you have certain customers that need special attention, or if they meet a certain condition.
SPAM blocking
If you receive Spam messages that you do not want, with the integration of Woztell and CRM you can manage these messages.
WhatsApp sent message status
A message may be sent, received, or rejected.
Message status will have an Emoji that indicates what is the status of the WhatsApp message.
WhatsApp Logs
Stores outgoing/incoming messages. May be used with ZOHO CRM and ZOHO ANALYTICS.
Fb Messenger Logs
Stores outgoing/incoming messages. May be used with ZOHO CRM and ZOHO ANALYTICS to create reports.
WebChat Logs
Stores outgoing/incoming messages. May be used with ZOHO CRM and ZOHO ANALYTICS to create reports.