Zoho CRM WhatsApp Integration

Zoho CRM WhatsApp Integration

As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp. Zoho CRM, a leading cloud-based CRM software, allows businesses to manage their customer interactions and sales processes efficiently. In this article, we'll discuss how to integrate Zoho CRM with WhatsApp and leverage the power of both platforms to enhance customer engagement.

 

Step 1: Sign up for a WhatsApp Business Account

Before integrating WhatsApp with Zoho CRM, you'll need to have a WhatsApp Business Account. If you don't have one already, you can sign up for a WhatsApp Business Account on the WhatsApp Business website. Once you've registered, you'll need to verify your account and create a business profile that includes your business's name, logo, and contact information.

 

Step 2: Enable WhatsApp Integration in Zoho CRM

To enable WhatsApp integration in Zoho CRM, follow these steps:

 

1. Login to your Zoho CRM account.

2. Go to the Settings icon in the top-right corner of the screen and select Marketplace.

3. Search for the WhatsApp integration app in the Marketplace.

*Recommended to choose SMS-Magic App – Pricing can be reviewed on the following link https://buy.sms-magic.com/pricing/

*Marketplace App can be found on the following link https://crm.zoho.com/crm/org695880723/settings/extensions/all

4. Click Install and follow the prompts to complete the installation process.

 

To integrate Zoho CRM with WhatsApp using SMS Magic, you can follow these steps:

 

1. Sign up for an SMS Magic account and create a WhatsApp channel: Go to the SMS Magic website and sign up for an account. Once you have created an account, you can create a WhatsApp channel by following the instructions provided by SMS Magic.

2. Set up the integration with Zoho CRM: In your SMS Magic account, go to the Integrations tab and select Zoho CRM. Follow the instructions provided to set up the integration. You will need to provide your Zoho CRM login credentials.

3. Create a new lead or contact in Zoho CRM: In your Zoho CRM account, create a new lead or contact. Make sure you enter the person's mobile phone number in the appropriate field.

4. Send a WhatsApp message from SMS Magic: In your SMS Magic account, go to the WhatsApp channel and create a new message. Select the lead or contact you just created in Zoho CRM as the recipient. Compose your message and click Send.

5. Track the conversation in Zoho CRM: Once the lead or contact responds to your WhatsApp message, you can view the conversation in Zoho CRM. SMS Magic will automatically create a new task in Zoho CRM and add the conversation to the task.

 

By following these steps, you can integrate Zoho CRM with WhatsApp using SMS Magic and streamline your customer communication process.

 

Conclusion:

By integrating Zoho CRM with WhatsApp, you can streamline your customer interactions and provide a more personalized experience. With automated messaging, you can save time and resources while ensuring that your customers receive timely and relevant messages. Whether you're sending reminders, updates, or promotional offers, integrating Zoho CRM with WhatsApp can help you engage with your customers in a more effective way.






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