Overview
How to configure a Webhook to send WhatsApp messages through a Workflow Rule on Zoho CRM
In this article, we'll explain how to send WhatsApp messages through a Workflow Rule on Zoho CRM using a Webhook. When the conditions of the Workflow Rule are defined, we can choose if we want that the Webhook gets triggered when the conditions are ...
How to update the Woztell extension on Zoho CRM
In this article, we'll explain the steps that must be followed to update Woztell's extension. By doing this you'll get the latest version on Zoho CRM. The first step will be signing in to your SuperAdmin account. Then follow these steps: 1) On your ...
How to reset Woztell integration
To reset the token and get Woztell integration working again we have to go to Zoho CRM with the Super Administrator account and go to the Settings section: Next, we go to the Marketplace section and select All. We go to the Installed ...
How to get the json key file from DialogFlow?
Access DialogFlow with your Google account and create a new agent from the button "Create Agent" Assign a name to your agent and click on Create to create a new project CLick on Settings (gear icon) to go to the settings page Click on "project ID" ...
Create, validate, list and send templates from Cliq
WARNING: WhatsApp template categories will be migrated to the new categories by WhatsApp before June 1st, 2023. More info: https://developers.facebook.com/docs/whatsapp/updates-to-pricing/launch-timeline Template are messages that are validated by ...
How to send WhatsApp messages in Cliq
There are two message types: Session messages: session is the 24hr window when you can exchange messages freely with your contacts. The window opens when the contact sends you a message. The 24hr period count starts from the time you received the ...
Whatsapp application types
There are 3 WhatsApp application types: Whatsapp personal: any person with a mobile phone number that accepts and follows WhatsApp's policies can use the WhatsApp application. Whatsapp Business: any company with a mobile phone number that accepts and ...
FAQs about WOZTELL features
These are the most common FAQs about the features: ABOUT VERIFIED NUMBERS What is a verified WhatsApp account/number? It’s a WhatsApp number where WhatsApp itself indicates that you are you, and nobody else. This guarantees to whoever receives a ...
FAQs: ZOHO CRM
FAQs of the Integration of ZOHO CRM and Woztell: Does WOZTELL work with all versions of ZOHO CRM? WOZTELL requires the versions of ZOHO that allow the creation of custom modules, use of code, workflows, etc. At the time of writing these FAQs, these ...
ZOHO CRM training - Administrator
Use of this training The WOZTELL administrator is the person responsible for: Proper performance of the solution within your CRM. Necessary adjustments and updates to, over time, adapt WOZTELL to your company's' usage. Transmitting best practices to ...
Using WhatsApp in sales team
Sales team goals All companies that have sales teams have similar goals. After hundreds of client surveys to understand how WOZTELL should work, the main answers in order of priority are: To establish a direct communication channel: answer a client ...