How to Have WhatsApp Integration with Zoho CRM

WhatsApp Integration with Zoho CRM is the latest way to keep your contacts and customer data in one place. With this integration, you can easily access your customer data from your WhatsApp account, which can be helpful if you need to contact a customer or send them a marketing message.

Not only that, but you also can track customer activity and conversion rates from within Zoho CRM!

What is the WhatsApp Business API Application process?

WhatsApp Business API is an application programming interface (API) that allows developers to create applications for WhatsApp.

To apply for the WhatsApp Business API, you must complete a form and submit a proposal. The form requires you to provide your company name, contact information, location, and other details about your company. You can also submit screenshots of your app or website if you have one.

The application process takes around two weeks, and it’s free of charge. Once approved, the API will be provided free of charge for as long as your business is in operation.

Can Zoho CRM be Integrated with WhatsApp Business API?

There are two ways to integrate Zoho CRM with WhatsApp Business API. The first one is via Zoho CRM Webhooks, and the second one is by integrating Zoho CRM with the WhatsApp Business API directly.

The first way is to use the webhoin order to send data from your CRM system to WhatsApp in real time. This allows you to update your contacts and send messages without having a problem with the application. You can also use this method when you want a custom integration that doesn’t require any coding knowledge.

The second way is by integrating Zoho CRM with the WhatsApp Business API directly, which requires coding knowledge but also provides greater flexibility for custom integrations.

The Key Features of WhatsApp Integration With Zoho CRM

1. Send Messages From Zoho to WhatsApp

Zoho CRM is a cloud-based software solution that helps small businesses manage all aspects of customer service, sales, marketing, and finance with a single platform. It offers lead generation, social media, and customer relationship management (CRM) tools.

Zoho CRM integrates with WhatsApp to allow users to send messages from Zoho CRM to WhatsApp. They can use this feature for sending messages from Zoho CRM to their WhatsApp account. This is one of the features of the integration.

This integration benefits companies as they can now send automated messages or newsletters directly to their customers’ WhatsApp accounts and deliver them on their mobile phones immediately. Businesses also have access to their customers’ contact information through this integration.

2. Send Bulk Messages

The WhatsApp integration with Zoho CRM provides several for businesses and consumers. It allows businesses to reach out in a more personal way while helping consumers get the most out of their messaging experience.

With Zoho CRM, you can send bulk messages to your contacts. These messages can be sent to multiple people at once or one after the other. It is an easy way for marketers to reach out to their customers and prospects in a more efficient way.

Zoho CRM helps you connect with your contacts on a more personal level with its features, such as automated responses. You can also use this feature when you want to send notifications or reminders to your customers, prospects, and leads.

3. Automated WhatsApp Messages

With the new WhatsApp Integration with Zoho CRM, users can automatically send automated messages to their customers on WhatsApp.

This feature is one of the many benefits that come with this integration. It also has a lot of uses, such as keeping track of your customer’s needs, sending updates on products or services and staying in touch with your customer.

The automated messages are sent from Zoho CRM to the customer’s phone via WhatsApp. WhatsApp will not receive these messages if they have not opted-in for this kind of automated message through their account settings on WhatsApp.

4. Personalised Message

Personalised Messages are one of the features of WhatsApp Integration with Zoho CRM that can be used to improve customer experience.

Personalised Messages are messages created by the app and sent to a specific customer. The app uses the information in your contact list and the content of your conversations to create these messages.

The feature is helpful for companies that want to send an individualised message to a particular customer. For example, if you want to send a birthday greeting or an anniversary message, Personalised Messages can help you do this without having to call or email them directly.

5. Two-Way Conversation

The WhatsApp integration with Zoho CRM provides a highly efficient way to conduct business. It enables you to use the same messaging app for your customers and employees.

The two-way conversation feature of WhatsApp Integration with Zoho CRM enables you to converse with your customer or employee on the same platform. This saves time, money, and resources. It also helps you improve customer service by providing better communication between your team members and your cust.

This feature helps in improving customer engagement and increasing sales as it allows the company to understand what drives their customers and what they want from them. It also helps in providing better service to them by offering them more information about their account.

Conclusion

Zoho CRM is a leading cloud-based customer relationship management (CRM) software.

• It gives users an organised way to manage their contacts, leads, and sales processes.
• With WhatsApp integration, Zoho CRM users can easily send and receive messages from their customers directly in the software. This allows them to respond quickly to inquiries and keep customers informed of progress in their sales process.
• The integration allows customers to contact employees directly from within the software, which can save time and help smooth communication between the company and its employees.

FAQs

Can WhatsApp and CRM integrated?

Adding a WhatsApp Customer Relationship Management (CRM) platform to your WhatsApp API account will allow you to begin messaging. Integrating WhatsApp with your CRM allows you to leverage the information in your CRM.

How does WhatsApp’s chatbot work?

An AI-powered chatbot runs on the WhatsApp platform and is powered by rules. Like talking to a natural person, WhatsApp chatbots interact with users through the chat interface.

What are the costs of WhatsApp API?

At Meta Platforms’ messaging event on Thursday, Facebook’s CEO Mark Zuckerberg announced that WhatsApp would offer free API services to businesses.