is there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record.
yes I can see the Whatsapp Message inside lead detail record like this
but as you can see, the 'Message' from whatsapp is in related list. I want to populate the fields called 'Phone' and 'Initial Question' in Lead module based on the Whatsapp message like this
if the Phone and Initial Question field is empty, our team has to manually type the data. back and forth to see between Lead and Messsage module
so basically I need to pass data from Message module to Lead Module.
I initially think this can be done using Workflow rules. but when try to create new rules, I can't find 'Message' module
I try to find the API for Message module so I can utilize CRM function, but I can't find the documentation about it
is it possible to just using 'Business Messaging' from Zoho CRM alone? or do I need to subscribe to Zoho Desk and later integrate it to Zoho CRM? is it possible to do something like this in Zoho Desk - Zoho CRM Integration? or do I need to use another tool/software? please help
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