WeChat for Zoho CRM | Online Help | Zoho CRM

WeChat for Zoho CRM

The WeChat extension for Zoho CRM helps you to connect with the leads in your CRM account via chats. You can send messages right from your CRM to the leads' WeChat account directly. Similarly, any messages from the leads will be received in your Zoho Cliq channel. With this extension, you can access the conversation history anytime from your CRM account.

Requirements:

  1. WeChat cloud account (www.mp.weixin.qq.com)
  2. WeChat mobile account (mobile app account)

Installing the extension

To install the extension:
  1. Navigate to Setup > Marketplace > All.
  2. Click All Extensions, then browse and click WeChat for Zoho CRM.
  3. Click Install Now.
  4. Agree to the Terms of Service and click Continue.
  5. In Choose Users/Profiles, select one of the following options:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
      If you select the Choose profiles option, check all the profiles you want the extension to install for and click Confirm.
      The extension will be installed for the selected users.
  6. Sign in to your WeChat mobile app.
  7. Sign in to the web account (www.mp.weixin.qq.com) with your WeChat web account credentials.
  8. A QR Code will be shown in the home page.
  9. Scan the QR code using the mobile app and click Accept.
    Both your web and mobile WeChat accounts are paired now.
  10. Navigate to Development > Basic Configuration > Public Number Development.
    You can find your AppID and AppSecret here.
  11. In Extension Details page, enter the AppID and AppSecret and click Save.
The extension will be installed successfully.

Configuring the extension

Once installed, pairing should be done between the Zoho CRM account and the WeChat account for the integration to work. To pair, follow the below configuration steps.
  1. In Extension Details page, click Settings.
  2. Copy the callback URL and Token listed.
  3. In the WeChat web page, navigate to Development > Basic Configuration > Server Configuration.
  4. Click Modify configuration to.
  5. Paste the callback URL and Token.
  6. Click submit, and then confirm.
Now, both the CRM and WeChat accounts are paired with each other successfully, and the extension is ready to use.

Inviting leads in Zoho CRM

You can send invite to the leads in your Zoho CRM account so that you can send messages to their WeChat account directly.
  1. Open a lead in your Zoho CRM account.
  2. Click WeChat Invite button.
  3. An e-mail with a scan-code image will be sent to the respective lead.
  4. In Zoho CRM, the WeChat status will be updated as Invited, and the Invited Time will be updated with the date & time the invite was sent.
Once the lead accepts the invitation by scanning the scan-code image, a new channel will be created in your Zoho Cliq (cliq.zoho.com.cn) with the lead name and a welcome message will be shared. Any message sent from Cliq will be received in WeChat and vice-versa.

Generating new leads to Zoho CRM

You can generate new leads who are not using the Zoho CRM by just sharing the scan-code image in public places.
  1. In Extension Details page, click Settings.
  2. Click the Download button.
    The scan-code image will download and gets saved in your computer.
The image can be shared publicly. When any WeChat user, who is not part of Zoho, scans the image, the user will be added as a new lead in your CRM account. A new channel will be created in your Zoho Cliq (cliq.zoho.com.cn) with the lead name and a welcome message will be shared. Any message sent from Cliq will be received in WeChat and vice-versa.

Uninstalling the extension

To uninstall the extension,
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed.
  2. Under All Extensions, you can view all the installed extensions.
  3. Browse for WeChat and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extension.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • WeChat Pay for Zoho CRM

                                                                                                                          Installing the extension You can install the extension either from Zoho Marketplace or from the Zoho CRM. To install the extension: Navigate to Setup > Marketplace > All. Click All Extensions, then browse for and click WeChat Pay. Click Install Now. ...
                                                                                                                        • Marketing Attribution

                                                                                                                          Why do Businesses Need Marketing Attribution? Marketing campaigns play a crucial role in any business, as they help one ensure a better consumer reach and awareness. Most companies prefer integrated campaigns since multiple channels ascertain much ...
                                                                                                                        • Introduction to Zoho CRM

                                                                                                                          What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
                                                                                                                        • Zoho CRM for Google Ads

                                                                                                                          Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                                                        • Zoho CRM for iPhone - An Overview

                                                                                                                          Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources