New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

Hello everyone,

We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM.

Reach customers on WhatsApp, directly from Cadences  

Previously, Cadences have enabled you to automate follow-ups through emails, calls, and tasks. You can now add WhatsApp messages as follow-ups inside any Cadence, alongside your existing emails, calls, and tasks.


Say you run a retail brand promoting festive discounts for new customers. You can now create a Cadence that starts with a WhatsApp message to your new leads with this welcome offer; once they interact with the message, you can schedule a follow-up call for further offers and discount-related discussions. This multichannel approach increases your chances of engagement without extra effort.

WhatsApp follow-ups are supported for Leads and Contacts modules.

Here's how it works:

  • Add WhatsApp as a follow-up step when building your Cadence.

  • Choose a pre-approved WhatsApp template (for example: payment reminders, offers, feedback requests).

  • Schedule when the message should go out, just like you would with emails or calls.

  • Automatically move records to the next follow-up based on whether the WhatsApp message was delivered or failed.

You can also use WhatsApp responses in reports, filters, and unenrollment conditions for better visibility and smarter automation.

Increased Cadence limits and add-ons

We've also made changes related to Cadence limits:

  • We've raised the number of Cadences you can create and keep active per module—so you can build and manage more Cadences as required without worrying about limits.

  • We've also done away with individual limits for each follow-up type in a Cadence and introduced new combined limits for all follow-up types. So whether it's an email, call, task, or the all-new WhatsApp follow-up, you'll have the freedom to choose how many of each you want to keep in your Cadence.


Alongside these increased limits, we're also introducing an add-on option to give you more flexibility as your needs grow—without changing your pay plan. You can extend usage only when you need to and pay only for what you use.

With this update, you can increase your active Cadences limit to up to 70 per module, inclusive of what's already in your plan.

For example, in the Standard edition of Zoho CRM, by default you can create up to 20 Cadences per module and have 10 active Cadences at a time.

Now, let's say for your business requirements you run 30 Cadences simultaneously. In this case, you can buy 20 add-on limits. You'll now be able to have up to 30 active Cadences (10 base + 20 add-ons) and up to 40 Cadences created (20 base + 20 add-ons).

Your existing subscription and pricing remain unchanged; this add-on simply gives you room to scale without added complexity.

Changes related to Cadences permissions

We've also refined how permissions work in Cadences to give you clearer and more flexible access controls.

You can now grant standalone permissions to View and Manage Cadences without needing to enable the Manage Automation permission entirely. This means you can decide exactly who gets to view or manage Cadences while keeping automation permissions separate.


That's all for these enhancements. Please share your feedback in the comments below.

Alert

Release plan:

  • Support for WhatsApp notifications as follow-up in Cadences is being released in phases, and are currently available for users in EU, JP, AU, CA, SA DCs.

  • All the new limits mentioned and the options for add-on limits are currently in effect for all users across all DCs.

  • The new permission settings will be available for all users in a couple of weeks.

Thanks,

Nizamuddin


    • Recent Topics

    • Zoho Notebook suddenly running very slow on long notes

      I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for

    • Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?

      Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct

    • Imported tasks

      Good afternoon, I have recently setup a test instance of Zoho CRM and am currently working through a data migration from Hubspot usine the API migration tool. I needed to get a feel for how seamless this process was but I am running into an issue. It

    • Assigning Leads to Queues

      Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.

    • Migration of emails from Yandex to Zoho

      I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Zoho Sheets working offline

      Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently

    • Fetching whole month availability via API

      We are currently building a custom calendar component that books directly into our client's Zoho Bookings instance. The challenge we are facing is that your API only allows fetching availability one day at a time, which is problematic. Our second workaround

    • reCAPTCHA

      Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?

    • Recent enhancements to Bigin's workflows and Associated Products

      Greetings, I hope all of you are doing well! We're happy to announce a few recent enhancements we've made to Bigin. Let's go over each one in detail. Enhancement to workflows Trigger workflows when specific fields are modified to specific values Previously,

    • Zoho Survey Goes to Junk Folder

      Hello, My company is wanting to use Zoho Survey to send out a customer satisfaction survey, and we were wondering if Zoho Campaigns allows the emails to not go into their junk folder. We sent out a test email campaign to our team and for some people it went to their inbox and for others it went to their junk folder. Is there a way to eliminate this from happening? Hope to hear from you soon! Thanks!

    • Nifty enhancements to Reports in Zoho CRM

      Dear Customers, We hope you’re well! We are here with a line of useful enhancements to Reports in Zoho CRM that are readily available to access. Include or exclude Record ID in the report export Display currency fields in record currency Capture report

    • need a formula to return value as shown (zoho sheet)

      Dear folks, What should be the formula in cell B3 to get that output, based on input sheet data.

    • need a formula to return value as shown (zoho sheet)

      Hello folks, what should be the formula in B3, to get the value shown based on input sheet ranges. thanks in advance.

    • Playground: An exclusive test environment to analyze Field Prediction accuracy

      Hello everyone, We are introducing Playground: an exclusive proactive testing environment for businesses to analyze Zia's prediction accuracy. This allows admins and agents to: Run predictions on actual tickets or specific content for realistic test conditions.

    • Attention: Upcoming changes to Zoho Assist support for older windows versions

      At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.

    • Send again email with link for signup

      Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!

    • How do I synchronize a quote to an opportunity?

      Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount.  We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering

    • Zoho Sprints Android app update: Tags and Epic search

      Hello everyone! We are excited to introduce tags and an option to search items within Epic module on the latest Android version(v2.0.2) of the Zoho Sprints mobile app. Let's take a look at these features: Tags You can now create, edit, and delete tags,

    • Zoho CRM Webhooks - Dynamic URL

      Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more

    • Work Order Creation Issue

      Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

    • Tracking on Zoho Booking

      Hi We want to use Zoho Booking for our appointment management. We're using Calendly as of now that lets us track sources of the appointments made including UTM parameters. Is there a way for us to do same with Zoho Bookings?

    • Pre-created Popular Zoho Flows returns with 404 Error

      Your popular Zoho Flows are returning with a 404 page error. This applies to all work flows in your Gallery Space. See video here for further clarification. When will this be fixed? https://drive.google.com/drive/folders/1kDl4ni5EQeLHWeaoIDdtRqoUbW8FNLfO?usp=sharing

    • CRM Feature Request

      When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated

    • Import your Google Docs Spreadsheets into Zoho Sheet

      You can now import your Google spreadsheet into Zoho Sheet. This will be useful if you want to switch to Zoho Sheet or if you want to simply try out Zoho Sheet.  If you don't have an account with Zoho, you can still try this by signing in with your Google account. Here is a video on how to do this.  Note: Existing charts won't appear in spreadsheets you import from Google Docs as the Export functionality of Google Docs doesn't give out the charts. Check out the announcement in our blog: https://blogs.zoho.com/general/import-google-docs-into-zoho-productivity-suite

    • Support Mixed Visibility Settings in Knowledge Base Categories

      Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

    • Will a campaign send duplicates is same email is on two separate lists

      Hi I have two lists to which I want to send campaign. One list is ALL leads and other is list of opportunities and current students. There is overlap between the two lists My question is if I send one campaign to all, will zoho automatically know only to send the email once to the duplicate email?

    • Time Based Report / Dashboard

      We measure our support agent's KPI based on their response time and resolution time from the time the ticket is assigned to them The time based dashboard should provide this information however there is a problem with us referring to this dashboard We

    • Zoho Learn API Access?

      We love using Zoho Learn to manage our internal trainings and knowledge base. What we'd really love is to be able to query Learn via API so that in Zoho Projects, Zoho Creator, or Zoho Desk, we can recommend relevant Learn articles and manuals to team

    • creating buttons in zoho site

      the connection between zoho site and zoho learn will be awesome and amazing feature so the user instead of registering himself twice just one time register on zoho site will be enough and creating accout on zoho learn instead of registering on zoho learn

    • Two Problems with the Description Field

      Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems: 1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications. 2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on

    • Lookup Field limitations

      Good day all, Is anyone else frustrated with the lookup field limitation? I have an enterprise license, but I only get 10 lookups. Additionally, the custom module has been available for a while and is still in diapers. If you want good reporting, you

    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single

    • Dynamically Sync zoho.adminuserid with Current App Admin

      Hello Zoho Team, We hope you're doing well. We’d like to request an important enhancement to the Deluge sendmail task functionality. As per the current behavior, in most Zoho services (excluding Zoho Cliq, Zoho Connect, Zoho Mail, and Zoho Sheet), the

    • "Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range

      Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.

    • Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

      Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:

    • Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?

      Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using

    • issues with manually shipping sales orders - advise needed please

      we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important

    • I do not see the “Lead Forms” option under Integrations

      Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please

    • STOCK function showing #N/A! even thought the Stock symbol is valid

      Zoho Team, I use STOCK function on Zoho Sheet to fetch the recent Last Closing Price. Some stock symbols are valid but when the STOCK function is applied, it shows #N/A! Attaching an image for reference.

    • Next Page