Now connect your existing WhatsApp business account with SalesIQ
We had a great response from our customers for our SalesIQ - WhatsApp channel that we released a while back. The WhatsApp channel used Twilio, a third-party app, to connect your SalesIQ portal to WhatsApp. However, there were a few limitations, and one of the main limitations was that the users could not connect their existing WhatsApp business account number with SalesIQ.
We have introduced the much-awaited direct SalesIQ - WhatsApp integration to overcome the limitations.
Benefits of the new direct WhatsApp channel:
One of the key advantages of this new flow is that we now don't have to rely on any third-party services. That means a tighter and more seamless user experience.
Now let us take a look at a few advantages of this option:
- Use of existing WABA number - With this option, you can now add your current WhatsApp Business Account (WABA) number to SalesIQ and interact with your existing customers.
- Easy setup - We handle all the configuration processes internally, making it easier for you to set it up.
- A better alternative - With this direct integration experience, you can experience a seamless connection with your WhatsApp account and SalesIQ, providing you with a better alternative experience.
For existing WhatsApp Channel powered by Twilio users:
To those already using the current WhatsApp channel powered by Twilio, you can now switch to the new direct integration. Please follow our user guide for the configuration.
You can also continue using the Twilio flow, which we will support until we reach the adoption threshold.
Things to note:
- All your current credits will be transferred and can be used for future communication.
- You cannot simultaneously have both WhatsApp - SalesIQ direct integration and the WhatsApp channel powered by Twilio.
- Ensure that your WhatsApp business account number is not already used in any other external services.
- Once you have switched to the direct flow, your Twilio WhatsApp number and older chats will not be functional.
- Once switched to the direct flow, you will not be able to revert to the Twilio flow.
- The direct WhatsApp flow is available only for Professional and Enterprise plans.
Pre-requisites:
- Verified Whatsapp Business Account (WABA)
- A Facebook Business Manager account.
- A prepaid line of credit for your WhatsApp business account.
- A registered phone number to access the WhatsApp Business API.
Please view our guide here for the steps.
Switch now!
Regards,
Naveen
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Naveen Chandar
Yaali Bizappln Solutions
RICARDO TABER
aminohealthcare
Edwin Pereira
Sticky Posts
Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with theSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, pleasePlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. ABig Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25
Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Sort Legend & stacked bar chart by value
I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I createScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itTimesheet invalid data error
Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and savedConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsAny update on adding New Customer Payment Providers who support in store terminal devices?
Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integratedDealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but IPassing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints"Temporary" Field Value?
I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then usedFile Upload field automatically replaces spaces with underscores – support experience
Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces inWe Asked, Zoho Delivered: The New Early Access Program is Here
For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early AccessQueries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forwardApplying Excess Payments & Conflict Invoices Due to Cancelled Items
I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leadingZoho Sprint Backlog View, filter by item status
Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view shouldWATERFALL CHART IN ZOHO ANALYTICS
Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a WaterfallExport contacts from Bigin's mobile app to your Android device
Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling hisASAP iOS SDK – Xcode Compatibility Update
Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 andSub form auto field population based on parent form
I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field toCloud Setup Solution
I am here looking for Cloud Setup and Data Migration solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hopingA note-taking app right inside your project management space
How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactlyEmail Forwarding: Maintain business continuity
As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received andTip #61- Collaborate live with Invite Technician- 'Insider Insights'
Hello Zoho Assist Community! From the series of Technician Console, we will be exploring Session. Let's jump right into a brief overview. We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes.How to integrate Zoho CRM, Zoho Forms and a WIX Web Site
Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.Bug Causing Major Sync & SO Access Failures in Zoho POS
We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted usersAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.How to block whole domain?
I am getting at least 50-75sometimes over 100 spams emails a day. I see a lot of the spam is coming from .eu domains. I would like to block /reject all email coming for the .eu domain. I do not have any need for email from .EU domains. Why won't the BlackListHiding Pre-defined Views
You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-definedwhy can't agent see accounts & contacts
My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?Sender Email Configuration Error.
Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail【Zoho CRM】フィルター機能のアップデート：ルックアップ項目を使ったデータフィルタリング
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能This will be long, Please bear with me - Next Gen Layout - Search
In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areasZoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in ZohoZoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Weekly Tips: Protect Confidential Information with PGP in Zoho Mail
We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat thatQuotes Approval
Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approvalImportant Update: Facebook Pages API Deprecation
Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affectAdding a Deal to and Existing Contact
I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automaticallyCustom SMTP is now available in Zoho Sign
Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, youDeleting a memorized email address
How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!Email was sent out without our permission
Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?Flexible Partial-Use Coupons (Stored Value Credits)
Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forcedNext Page