New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

Hello everyone,

We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM.

Reach customers on WhatsApp, directly from Cadences  

Previously, Cadences have enabled you to automate follow-ups through emails, calls, and tasks. You can now add WhatsApp messages as follow-ups inside any Cadence, alongside your existing emails, calls, and tasks.


Say you run a retail brand promoting festive discounts for new customers. You can now create a Cadence that starts with a WhatsApp message to your new leads with this welcome offer; once they interact with the message, you can schedule a follow-up call for further offers and discount-related discussions. This multichannel approach increases your chances of engagement without extra effort.

WhatsApp follow-ups are supported for Leads and Contacts modules.

Here's how it works:

  • Add WhatsApp as a follow-up step when building your Cadence.

  • Choose a pre-approved WhatsApp template (for example: payment reminders, offers, feedback requests).

  • Schedule when the message should go out, just like you would with emails or calls.

  • Automatically move records to the next follow-up based on whether the WhatsApp message was delivered or failed.

You can also use WhatsApp responses in reports, filters, and unenrollment conditions for better visibility and smarter automation.

Increased Cadence limits and add-ons

We've also made changes related to Cadence limits:

  • We've raised the number of Cadences you can create and keep active per module—so you can build and manage more Cadences as required without worrying about limits.

  • We've also done away with individual limits for each follow-up type in a Cadence and introduced new combined limits for all follow-up types. So whether it's an email, call, task, or the all-new WhatsApp follow-up, you'll have the freedom to choose how many of each you want to keep in your Cadence.


Alongside these increased limits, we're also introducing an add-on option to give you more flexibility as your needs grow—without changing your pay plan. You can extend usage only when you need to and pay only for what you use.

With this update, you can increase your active Cadences limit to up to 70 per module, inclusive of what's already in your plan.

For example, in the Standard edition of Zoho CRM, by default you can create up to 20 Cadences per module and have 10 active Cadences at a time.

Now, let's say for your business requirements you run 30 Cadences simultaneously. In this case, you can buy 20 add-on limits. You'll now be able to have up to 30 active Cadences (10 base + 20 add-ons) and up to 40 Cadences created (20 base + 20 add-ons).

Your existing subscription and pricing remain unchanged; this add-on simply gives you room to scale without added complexity.

Changes related to Cadences permissions

We've also refined how permissions work in Cadences to give you clearer and more flexible access controls.

You can now grant standalone permissions to View and Manage Cadences without needing to enable the Manage Automation permission entirely. This means you can decide exactly who gets to view or manage Cadences while keeping automation permissions separate.


That's all for these enhancements. Please share your feedback in the comments below.

Alert

Release status (Oct 8, 2025):

  • Support for WhatsApp notifications as follow-up in Cadences is currently available for all users across all DCs.

  • All the new limits mentioned and the options for add-on limits are currently in effect for all users across all DCs.

  • The new permission settings are now available for users in the JP, CN, AU, CA, SA, EU, and US DCs.


Thanks,

Nizamuddin


      • Recent Topics

      • Non-depreciating fixed asset

        Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

      • Fixed asset management

        I want to know if there is any individual module for fixed assets management

      • One time sale item in billing automatically detects as service

        if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

      • Project template after project creation

        How can I apply a project template AFTER the project has been created?

      • convert the project to templet

        i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

      • Related Module in Sharing Rules

        Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

      • Assignment Thresholds Resetting After Lead Conversion

        Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

      • Territory view for custom modules?

        I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

      • Approval Process Comments

        Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

      • Login for test case

        Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

      • Customer members area

        Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

      • Notes created in mobile can no longer be accessed in desktop

        Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

      • Function #49: Manage varying installment payments using Zoho Books

        . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

      • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

        We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

      • Out of Office for Just One of My Alias Email

        Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

      • Can I map multiple Surveys into the CRM using the same fields?

        Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

      • Dealing with API responses where integers have more than 16 digits

        Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

      • Add Zoho Mail for users who do not need Zoho One

        We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

      • ZML vs HTML Snippet - which is better?

        Are there certain use cases where one is better than the other?

      • Auto CheckOut Based On Shift.

        This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

      • Load PO_Date field (Purchase Order) with current date in Deluge

        Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

      • Zoho CRM in Microsoft Power Automate Custom Connector

        Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

      • Spell check sucks

        Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

      • Zoho One Login Issue - Unable to receive OTP

        Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

      • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

        In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

      • Problem of Import Client Users From CRM and or Expense

        I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

      • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

        Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

      • Unable to enable tax checkboxes

        Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

      • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

        Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

      • ZohoSign and ZohoBooks Integration/Workflow

        Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

      • Manage monthly tasks with projectsf

        Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

      • Zoho Suite is very slow

        Since today Zoho is incredibly slow over all applications! What's going on?

      • Combine and hide invoice lines

        In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

      • Zoho Devops

        We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

      • Fuel up your sales with the Zoho SalesIQ + Bigin integration

        Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

      • Introducing AI-powered Assessments & Zoho's native LLM, Zia

        We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

      • Ability to Reset Visitor Fields During an Active Chat Flow

        Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

      • External ID in Zoho CRM

        Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

      • Some emails are not being delivered

        I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

      • Next Page