WhatsApp business messaging in Zoho CRM iOS app
WhatsApp is one of the most widely used communication platforms, with over 2.7 billion unique users globally. By integrating WhatsApp with Zoho CRM, you can accelerate your customer communication, keeping everything organized in one place and eliminating the need to switch between platforms.
Business messaging in iOS app
To use WhatsApp business messaging on mobile effectively, it first needs to be integrated into Zoho CRM on the web. Once integrated, all WhatsApp chats will be accessible directly from the Messages module within CRM.
To access WhatsApp messages
- Open the Zoho CRM iOS app.
- Tap the More icon (
).
- Select the Messages module to view all your WhatsApp chats.
Note: If the Messages module is already in your navigation bar, you can access it directly without needing to tap on the More icon.
To reply to a chat and share attachments
- Open the Zoho CRM iOS app.
- Tap the More icon (
)
- Select the Messages module.
- To reply, type your message in the text bar and tap the arrow (
).
- To add attachments, tap the plus icon (
)and select your file you want to send.
Note: Attachments must be under 2 MB in size.
Note:
1. If the customer doesn't respond within 24 hours, the chat will automatically expire.
2. You can merge fields by typing "#" and selecting the relevant fields to insert related values when responding to a chat.
1. If the customer doesn't respond within 24 hours, the chat will automatically expire.
2. You can merge fields by typing "#" and selecting the relevant fields to insert related values when responding to a chat.
To sort messages
- Open the Zoho CRM iOS app.
- Tap the More icon (
).
- Select the Messages module.
- Tap the Sort icon to (
) sort messages by time.
- Tap Done to apply the changes.
To navigate to the record from a chat
- Open the Zoho CRM iOS app.
- Tap the More icon (
)
- Select the Messages module.
- Open the chat you want.
- Tap the Info icon (
) to be redirected to the record details page.
Custom views in business messaging
In the Zoho CRM iOS app, WhatsApp business messages can be filtered using custom views. By default, the view is set to All Messages, but users can select their preferred view to organize and view messages according to their needs.
WhatsApp number deep linking
If you have the WhatsApp app installed on your device, you can open chats directly from CRM records by tapping phone numbers that are deep-linked in any of the following locations:
Business card
Details page
More options > Send text message > WhatsApp
