WhatsApp for Business integration in Zoho CRM

WhatsApp for Business integration in Zoho CRM

Dear Customers,

We hope you're well!

WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration in Zoho CRM, you were able to send and manage personalized business messaging all from within the comfort of Zoho CRM. To this, we have added three more quick controls to enhance context and clarity.
  • Initiate chat manually
  • Threaded replies
  • Audio previews
Let's look at them!

Initiate chats manually

All this while in Zoho CRM, you were distributing business messages as automated actions. You were appending these Meta-approved message templates as notification actions for Workflow rules, Blueprint, and Journey Builder.

This enhancement allows you to initiate chats with your prospects and customers manually. That is, in addition to associating messages as actions, you can send message templates to your leads and customers right from within the record or from the Messages module.

Threaded replies:

When it comes to context, nothing could beat threaded replies. It is the ability to respond to a particular message from the chat. Threaded replies go by various names in the market, like: conversational replies or inline messages.

This enhancement brings you threaded replies for WhatsApp messages in Zoho CRM.

Threaded replies will enable you to select the desired message from the list of messages and respond. The chat bubble will have both the latest message and the older message that you selected to reply. This will add context for both the business and the customer, thus evading any confusion.

Audio Previews

Audio is an interesting format of communication that your customers employ many a time. They use it to either record and share voice notes to elaborate their requirements, or if you are into the creative industry, customers can also share audio jingles from their system.
Whatever be it, to listen to them, you had to download the file to your system. For one, this surpasses security and privacy directly. For another, there are high chances for the saved file to get lost among other audio files in your system.
To address this, we have added the audio previews in this enhancement. Hereon, you can directly play the file first and save the audio if required.

That's all folks—these are the contextual updates we have made to our WhatsApp for Business messaging feature. For a feature like this, convenience takes the top seat, and we are happy we provided this for you. While more features like these are lined up for you in Zoho CRM, we would like to hear what you think of this one. Let's connect over at the comments section.

See you soon, Have a good one!

Thanks and Kind regards,
Saranya Balasubramanian
CRM- Marketing

Info
Release plan: These updates are available for all users in all DCs.

    • Recent Topics

    • Is there a way to request a password?

      We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Zoho books bulk update for invoices

      Hi Zoho team, Why only 25 invoices can be bulk update at a time. I am booking 800 to 900 invoices in a month. Please increase this limit? Please dont tell that you dont have enough request for this task. 25 limit for bulk update is too much low

    • Querying CloudSQL using NodeJS?

      How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any

    • How can I move a ticket from Department A to Department B?

      Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?

    • Sending Email with Attachment (PDF, Excel file)

      Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and

    • Departments in Zoho

      I'm trying to set up a department. It looks like Departments have been removed from Zoho One. Is there another option? We have our main account setup, but want to set up a separate small department that can't see our tabs.

    • How to Integrate Zoho CRM with Traffic Rider Mod APK Unlimited Money?

      Hello, I am exploring the possibilities of integrating Zoho CRM with a mobile game app. I am working on a Traffic Rider Mod APK Unlimited Money version where we want to store user engagement data like session time, high scores, and in-app interactions.

    • Rename Record Templates in Zoho Creator

      Hi Team, I need to rename the Record Templates based on the name of the employee which i have configured in Zoho Creator Deluge Script. How to do this one? // Attachments :template:PDF_ECF:Exit_Clearance_Form input.ID as PDF

    • Enhancements to Custom Connectors in Zoho Creator

      Hello everyone, At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services

    • Les Zoholics 2025 sont de retour

      Bonjour à tous, Préparez-vous pour deux jours exceptionnels au cœur de l’écosystème Zoho ! Nous avons le plaisir de vous convier à Zoholics France 2025, un événement dédié à l’innovation, à l’expertise et à la communauté Zoho. Au programme : • Présentations

    • Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

      ¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estará

    • Not receiving instagram verfication emails

      Hi- I'm not receiving Not receiving instagram verfication emails.  I have seen other users having the same issue and your answer was to contact instagram.  But instagram no longer has a support email.  

    • CRM Feature Request

      When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated

    • Change work hours per day for employees

      Hello, Is there a way to modify the work hours per day for employees in Zoho projects? This would be helpful for resource allocation to more accurately see when an employee who works 35 hours a week vs 40 hours has a full schedule. Thanks.

    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Name Change and Delete Email ID and Alias

      Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..

    • PROBLEMA AL CONECTAR EL DOMINIO

      hola buenas tardes hoy estoy tratando de crear mi registro y no me deja conectar el dominio  me dice que el dominio ya está vinculado a una cuenta y la verdad no tiene conectado el dominio a ninguna cuenta  tengo acceso al hosting y cpanel que se compro pero al revisar los dns estan apuntando al mismo hosting del panel  del proveedor del domini ... como hago para poder crear la cuenta con ese dominio, incluso cree un registro pero no  me deja vincularlo el dominio es integrasoft.co agradezco me ayuden  

    • Delay in delivery of emails

      I'm experiencing random delays for emails sent from Zoho account. Headers show that the message reached mx.zohomail.com almost instantly, followed by a delay of anywhere from 3-15 minutes (and counting). Please confirm whether this is a system-wide

    • SMTP Email Sending Not Working for My Domains and Apps

      Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working

    • Company Name not pre-populating when using Quick Create: Contact

      Hi Devs, This has bugged me for a long time, and it's a simple UX design change to solve it. Problem: Users creating Contacts not linked to Companies/Accounts Cause: When a user creates an Opportunity where after browsing the Contacts they realise they

    • Zoho Mail not working. Constant OTP

      Firstly, my emails have been playing up for over a year. They are struggling to send and I have to press Send a few time to make them going. They mostly hover with a loading note saying Sending. I emailed Zoho and they got it working, but now it is doing

    • Zoho Mail Storage Usage Discrepancy – Incorrect Storage Reporting

      Dear Zoho Support Team and Community, I previously raised a concern about inaccurate storage usage reporting in Zoho Mail but did not receive a clear or satisfactory response. To investigate further, I meticulously calculated the storage used by all folders

    • Announcing 12 new connectors in Zoho DataPrep

      We’ve just made data management even easier - Zoho DataPrep now supports 12 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

    • Zoho Notifications - Received two notifications for one message and none for the other

      We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -

    • How to work with getFieldNames formdata functions ,Any Examples

      I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available

    • Zoho Books | Product updates | June 2025

      Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

    • Zoho Books API Creating Invoice and Address API

      I'm trying to create an invoice with zoho books api and i get the following error: Error creating invoice in Zoho Books: { message: 'Request failed with status code 400', details: { code: 15, message: 'Please ensure that the "billing_address" has less

    • Missing Payload Details

      Hi All, Does anyone know how to fix missing webhook payload data in the next step of the flow? Payload comes into the webhook -- All details here When i go to use the webhook data in the next step -- the majority of the payload data is missing

    • Numeric options in Decision

      Zoho really needs to add options for numeric comparisons in the Decision action. These are the ones that should be implemented: Greater than Less than Greater than or equal to Less than or equal to Equal to (although this is actually handled already)

    • Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC

      Dear customers, We hope you're well! Your customers talk about your brand, praise your service, criticize your offerings, or promote your business—literally from anywhere on the internet—and it has become strategically necessary to factor in all possible

    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

    • Better Security, Better User Experience | Help Center Update | June'25

      As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the

    • Anyone Building AI-Based SEO Dashboards in Zoho Analytics?

      Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics

    • Nouveautés Zoho Flow - Intégration SAP S/4HANA et SAP HANA

      Bonne nouvelle! Deux applications très attendues dans la galerie d’intégrations de Zoho Flow sont désormais disponibles : ✨ SAP S/4HANA ✨ SAP HANA Que vous gériez des opérations d’entreprise ou des systèmes de données, ces intégrations vous permettent

    • How to get NSE/BSE Stock Prices in Zoho sheets?

      I've been looking for a function that provides me with the NSE/BSE listed stocks price in Zoho Sheets like GOOGLEFINANCE in Google sheets, but I found none. Please help if there is any way to het stock prices?

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Zoho Project API search?

      Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.

    • Cross module filtering is now supported in CRM

      Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

    • Next Page