Zoho FSM | Enabling WhatsApp Integration

Enabling WhatsApp Integration

Permission Required: Administrator profile

To enable the WhatsApp integration in your Zoho FSM account, do the following:
  1. Navigate to Setup > Business Messaging > WhatsApp and click Integrate.



  2. Select the checkbox for terms and conditions and click Enable.



  3. Provide your Meta (Facebook) account credentials and click Log in.
    Alternatively, you can also create a new Meta (Facebook) account.



  4. Provide the code required to authenticate your Meta account and click Continue.
    This is only required if you have enabled two-factor authentication for your Meta account.



  5. Click Continue as [Meta Account Name].



  6. Click Get Started to grant the necessary permissions.



  7. Select the Meta business account you want to use.
    The details of the selected Meta business account will be filled in the subsequent fields.



  8. Select the WhatsApp Business account you want to use and an associated WhatsApp Business profile. Click Next.



  9. Click Save.



  10. Click Finish.


The integration between Zoho FSM and your WhatsApp Business account is now complete. 
 

Create a Channel 

Before you can create WhatsApp notifications and instant message your customers, you need to create Channels. You can create a channel for every phone number associated with your WhatsApp Business account. This will let you combine all your activities associated with a WhatsApp Business account phone number under a common head.
 
To create a channel:
  1. Navigate to Setup > Business Messaging > WhatsApp and click Create Channel.
  2. Enter the following details and click Create:
    1. Channel Name: Enter a display name for the channel
    2. Phone Number: Select a phone number associated with the WhatsApp Business account


You can edit the details of a channel, delete it, or activate/deactivate it. Once you delete a channel, you will not be able to view that channel and the conversations associated with it in Zoho FSM. However, you can still view them in your Whatsapp account.
 


    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











                                        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

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  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 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

                                                                                                          • WhatsApp Integration with Zoho FSM - An Overview

                                                                                                            Integrating Zoho FSM with WhatsApp creates a seamless communication channel between your field service team and customers, improving the quality of your service offering, and streamlining your service operations. Field service professionals can ...
                                                                                                          • WhatsApp Notifications

                                                                                                            You can effectively inform and engage users by utilizing WhatsApp notifications, sending them timely, and relevant updates. By combining WhatsApp notifications with workflows, you can automate the process of sending personalized messages based on ...
                                                                                                          • WhatsApp Templates

                                                                                                            - Permission Required: Manage Automation - Find out the Edition-specific limits for WhatsApp Templates A WhatsApp Template is a pre-approved message format that allows businesses to send personalized and interactive messages to their customers on ...
                                                                                                          • WhatsApp Tab

                                                                                                            From the WhatsApp tab, you can manage all the WhatsApp communication with your customers. This allows you to have all customer communication in one place, making it easy to keep track of conversations and provide timely responses. You need to choose ...
                                                                                                          • Integration Errors

                                                                                                            The integration between FSM and CRM can fail due to several reasons. The reasons and the resolution for these integration errors are explained in the below sections. Currency Mismatch If the currency defined in FSM does not match with that in CRM, ...
                                                                                                            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