Benefits of Zoho Integration with WhatsApp

All businesses run to increase income and the number of loyal customers. For achieving this goal, the organization must grow and be led to improve its services. On one hand, it is established that a company cannot satisfy needs if it does not have an established connection between various departments. That said, in case your company is way too focused on the inner workings then it will not succeed without good quality customer service.

The Zoho integration with WhatsApp enables you to improve the client service and optimize the company’s work as well. This integration is somewhat useful in delivering a set of useful tools as well. It helps in analyzing and improving the sales department work. You can get noticed and communicate where it is comfortable for the customers.

The Zoho CRM integration with WhatsApp helps in extending your support through WhatsApp messenger to the customers. The customers will find it easy to reach your support representatives for support from their WhatsApp messenger while the representatives may continue using SalesIQ to respond. Other than this, customers can also look out for your business on WhatsApp and connect instantly.

In this blog, we will look at the benefits of Zoho integration with WhatsApp but before doing that, let us first get an overview of this integration and why it is considered important.

Zoho Integration with WhatsApp

Zoho is a CRM platform that unifies all aspects of a business in just one place. It allows to have everything centralized, improves productivity, and be more competitive. The data obtained from CRM is extremely important and useful and Zoho further helps in segmenting the customers, having more controlled management, and improving customer retention along with consumption.

The Zoho integration with WhatsApp makes sure that the communication with the current customers becomes way more productive. The communications can also be customized. With the Zoho CRM and WhatsApp, you will have many benefits over your competitions that have the ability to set you apart from the rest.

In case a business wants to have an image of caring about its customers then you must know that you are on the right track. With the multi-channel support of Zoho, it becomes possible to reach your customers with chat, calls, emails, and social media. All thanks to the integration of WhatsApp, this communication is also available for use.

The Zoho CRM integration improves sales performance with sales automation. The integration is expandable and customizable. On the other hand, the analytics and reporting tool also helps in giving you very important data that can be used to track everything happening in your business. This function can be used to draw business strategies and see important results.

Moreover, security is guaranteed with this integration. This is a rather important point since you cannot leave your company in the hands of just about any other CRM. It is necessary to invest in support and security. The Zoho CRM integration with WhatsApp promises streamlined business processes, a method to contact your customers, leads, and contacts of the messaging applications of millions of users directly from the CRM. 

You can use one of the most preferred communication channels like WhatsApp for connecting and getting help instantly rather than navigating to the website and initiating a chat every time. The chats can be managed by customers through WhatsApp, web, and mobile from a similar dashboard.

Top Benefits of WhatsApp and CRM Integration

1. Improved Business Control

The more workforces become involved in a business, the more difficult it can become to monitor the work of each individual. However, Zoho integration with WhatsApp can help in controlling the sales department remotely. You can have first-hand information about the activity of your sales managers.

The integration of WhatsApp with Zoho CRM enables the owner of the business to check the communication that is happening between the managers of different departments. Therefore, you find it easy to evaluate the quality of work of every individual employee.

All thanks to the integration between WhatsApp and Zoho CRM, all communication will be stored in the CRM. The owner can track which sales manager closes the maximum deals and identify the most effective employees. Basically, the streamlined communication process ends up improving the overall business functioning.

2. Better Analytics Tools

Another important feature of a successful business is the ability to accumulate and analyze important data. All businesses must be clear about their target audience so that estimation of the weaknesses and strengths of a company can be done adequately. This important information helps in identifying the potential for further growth and the quality of offered products and services.

The Zoho integration with WhatsApp can help in gathering all the information about the customers in just one place. You can analyze your age, gender, and choices of customers who are using your services and products. This allows you to see the target customers much more clearly and work dedicatedly to engage with these people in the future.

The connection of WhatsApp with your CRM can help you to learn more about the negative sides of a product. The CRM system can save you questions, suggestions, and reports about the problems that customers experience commonly. Therefore, the company can analyze reviews and work on the revealed issues properly.

3. Automation Opportunities

The integration of WhatsApp and Zoho helps in properly adjusting the CRM system according to the needs of a company. You can create multiple marketing funnels and send deals, contacts, and tasks to different steps of the funnel.

The integration helps the sales managers to reduce multiple routine activities and spend more time in communication with customers. The incoming messages coming from WhatsApp trigger the Zoho CRM to automatically create a task that reminds managers to respond to the customer.

With the Zoho CRM integration, it becomes possible to automate the process of updating the CRM list whenever a prospective user or a customer messages. You can also set up a chatbot to collect information from users and collect or update information saved on Zoho. Automating the processes can help you and your team save time and effort for handling multiple customers at the same time.

4. Streamlined Workflow

In case you have got Zoho set up and running then it makes sense to have your team manage everything on Zoho. From getting important updates about new contacts to reaching out to your existing customers, the Zoho integration lets you use the platform with the added ease of automating an important bulk of the process.

After your customers have been listed on Zoho, you will be able to sort them into different categories and assign them to other agents as well, as you would usually do. A well-defined system can automate the complete process.

When you have a list of customers sorted into Zoho, you can easily reach out to them automatically with predefined messages or also have your team reach out to customers based on the queries. Other than streamlining your workflow, Zoho integration with CRM helps tremendously in streamlining the workflow with which you can stay on the top of your business.

5. Easy Communication

The integration of Zoho with WhatsApp makes sure that you are able to access customer information and reach out to your customers on a platform that you are familiar with properly. You can engage with your customers on a platform that they are familiar with and use frequently.

You will have the ability to send out messages to a wide user base by using rich media such as documents, images, videos, etc. If used properly, it can be a perfect solution for businesses that have a large customer base.

It allows businesses to streamline the workflow and CRM processes while being accessible to users at the same time. Businesses can make good use of WhatsApp by greeting customers with a personalized message when a conversation is started with a business.

6. Follow-Ups

The Zoho CRM integration with WhatsApp enables you to send automated messages with complete details about all your products and services to your current or even potential customers. The best part is that these messages are simple to set up and they can be sent out very quickly with just a little effort.

Therefore, you can ensure that your customers get the information they need without making them wait in any way or even risking their annoyance. You can also go a step ahead and save the answers to some of the most frequently asked questions. This helps in reusing the answers in the future and it also helps in increasing the speed of the issue resolution process followed by your business.

7. Better Internal Communication

Better internal communication in a business is done with team collaboration. In different words, there are different tools that enable collaboration between teams and business sectors. With WhatsApp and CRM integration, there is no need to worry about any team communication problems.

Other than allowing you to communicate with your prospects and customers seamlessly, the integration also helps in removing any kind of inefficient departmental silos that can improve communication in your company. Hence, the complete organization flows all the more optimally and effectively while improving organizational communication.

8. Optimized Business Marketing

The WhatsApp CRM integration enables you to send a useful catalog of images, location, documents, audios, videos, to your potential customer. Based on the interest of your customers, you can send them marketing collateral that can spark their interest.

In this way, you can nurture leads and increase the chances of conversion as well. When you start putting this into practice, this can turn into one of the best ways to move the leads down the sales funnel and increase your chances of conversion.

Conclusion

WhatsApp is one of the most popular messaging applications out there that is used by one and all. It is used for both personal and business purposes. Organizations use it to leverage more benefits by integrating it with their CRM systems.

You can also integrate your WhatsApp account with a CRM platform to start messaging by getting in touch with an experienced CRM consultant from Encaptechno. The integration will allow your WhatsApp instance to use information that is already contained in your CRM.

• Topic Participants

• Abhishek - Zoho Partner

  

• 60018044154@zohoclosedAccount.com

• Ashwinth Shekar

  

• Mary

• Donald Love

  

• Sticky Posts

• Connect with Zoho users from your industry, virtually!

  A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas

• Feature update: Advanced security settings

  We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists

• Recent Topics

• Notification to customers when I use a Zoho function

  Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

• Desk DMARC forwarding failure for some senders

  I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

• "Spreadsheet Mode" for Fast Bulk Edits

  One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

• Email Notifications not pushing through

  Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

• Ticket layout based on field or contact

  Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

• Add specific field value to URL

  Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

• Syncing Bills in Zoho Books to Zoho CRM

  Is there any way to sync the Bills in Zoho Books in Zoho CRM

• SAML in Zoho One vs Zoho Accounts

  What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

• How do I change the order of fields in the new Task screen?

  I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

• Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

  Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Deactivated Zoho One account can sign in

  I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

• How can I reset the password for a user in Zoho Projects

  We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

• No funcionan correctamente el calculo de las horas laborales para informe de tickets

  Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

• How can I add a comment to an existing ticket via API?

  I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

• Internal Error When Accessing Team Inbox.

  All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

• Marketer's Space: Proven tips to improve open rates – Part III

  Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

• MCP no longer works with Claude

  Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

• Change Number Field to Decimal Field

  Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

• Allow Text within a Formula

  Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

• Zoho Social - Feature Request - Reviewer Role

  Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

• Zoho Books/Inventory - Update Marketplace Sales Order via API

  Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

• Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

  I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

• Zoho CRM for Everyone's NextGen UI Gets an Upgrade

  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

• Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

  Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals

• Dependent / Dynamic DropDown in ZohoSheets

  Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

• Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

  Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• BARCODE PICKLIST

  Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

• Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

  Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

• How do I create an update to the Cost Price from landed costs?

  Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

• Manage control over Microsoft Office 365 integrations with profile-based sync permissions

  Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

• Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

  Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

• VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

  VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

• How do I bulk archive my projects in ZOHO projects

  Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

• Error 0x800CCC0F Outlook

  Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'

• Passing the CRM

  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• Zoho vault instal on windows

  I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

• Zoho Browser??

  hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

• Next Page