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.

    • Sticky Posts

    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
    • Effortlessly analyze a report with contextual quick-view filter

      Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
    • Enrich your CRM data and keep them updated

      You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • FAQs on Approval Process - Post your Questions

      Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address

    Nederlandse Hulpbronnen


      • Recent Topics

      • Store Google reCAPTCHA Site Keys & Secrets in Zoho Forms

        Hello Zoho Forms Team, We appreciate the support for Google reCAPTCHA v2 (checkbox) and reCAPTCHA v2 (Invisible) in Zoho Forms. However, we have a significant usability concern regarding the current implementation. Current Limitation: Every time we want
      • Enable Organization-Wide reCAPTCHA Settings in Zoho Forms

        Hello Zoho Forms Team, We appreciate the existing security options for Zoho Forms, including Google reCAPTCHA v2 (checkbox) and reCAPTCHA v2 (Invisible). However, we have a major usability concern: Current Limitation: Right now, CAPTCHA is a form-specific
      • Add Support for Google reCAPTCHA v3 in Zoho Forms

        Hello Zoho Forms Team, We appreciate the security measures currently available in Zoho Forms, including Zoho CAPTCHA, Google reCAPTCHA v2 (checkbox), and reCAPTCHA v2 (Invisible). However, we would like to request the addition of support for Google reCAPTCHA
      • Using Insert into to transfert a date in another form

        Hi, I have an order form that creates a record in a calendar form, for managing the delivery date. My customer can change that date in the calendar form, but i need the new date to be put in the original order form. I tried the following but it doesn't
      • CASE Module - email function

        HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
      • Does Zoho US Payroll now support employees in multiple states?

        Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.
      • Last Name / First Name

        Hello ,  My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no  " , " (comma). It's VERY misleading.  I have set the custom view to show "last name" "first name" instead it joins them both and merges them. Even after you create a contact and you re enter it states "contacts name" instead of "last name" , First name" I have already changed the arrangement of name display in user settings. We need to be able to distingush name orders. Attached
      • Desk Contact Name > split to First and Last name

        I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
      • Extract first and last name

        I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name.  I understand the function needs to be a string and this works but I am unsure how to write this in the flow script.  result = first_name.getPrefix(" "); info result; I also assume to then create the last name Ill use the same but getSufix  Any help greatly appreciated.  :-)
      • Import template from Zoho Writer

        I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place.  I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can I now import that template directly from Zoho Docs into my templates in Zoho CRM??
      • Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

        Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than
      • Passing Information from ZohoCRM to ZohoCreator

        I've got a use case where I'm attempting to use a button within ZohoCRM to pull a list of options into buttons on creator when page is loaded. I'm pretty well versed in Deluge, but I'm having a difficult time trying to understand how to dynamically place
      • How do I connect a Google Cloud Project as a Custom Service

        How can I connect a Google Cloud project as a custom service to ZohoCRM? I need to pull YouTube Analytics data into CRM, but I cannot use the included YouTube service as it does not have the scopes I need. Therefore, I need to create a custom service.
      • Member Portal with Subscriptions

        We are a subscription box business using Zoho One.  How do our members login to make changes to their subscriptions, contact details, etc.  Is there a portal?  If not, what should we do to create one?  Also, we must be able to customize the portal with tabs and custom fields.  Finally, we need form and survey information to show up in the portal with some items editable and others read only.  I really need this information soon.  Thank you! Paige
      • How to select alternate invoice email notification template

        When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.
      • Rearrange web - hidden components

        When you have a good number of forms, reports and pages, searching for one among the hidden components to add it to the menu is simply hell. Huge amounts of time are wasted.
      • Telegram -> Zoho Creator answer via API.

        Hello! Did anyone work or established back connection from Telegram to Zoho Creator via API? I'm able to send notification from ZC to TG Bot successfully. (webhook is set) My notification consists of some information and inline buttons "yes" and "no".
      • How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

        Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone
      • Update a form record based on another form with same user ID

        Hi, I have 2 forms linked : Customer and Subscription When a customer fills-in a subsequent subscription form, there is a automatic subscription number created in the subscription form that I want to paste in a miroir field in the customer field. What
      • Notes Filter is not working

        I am trying to filter the CRM down to specific notes that I want that'll show up all the data that has a specific keyword for example, "stocks" and it says no leads are found... Don't know how to fix. don't know if it's a system glitch. I even put a note
      • How to Initiate WhatsApp Message on SalesIQ?

        I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
      • E-mails to suppliers

        Hi, i want to upload a spread sheet every day and send an e-mail to our suppliers every day (or when triggering a button?) with info from the spreadsheet lines. The supplier e-mail would be on each line. Unfortunately, when creating a scheduled automation,
      • How can I transfer data from Production to Development environment?

        Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
      • Issue Configuring SSO Integration with Cognito in Zoho Help Center

        Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
      • Custom Roles & Granular Permission Control in Zoho SalesIQ

        Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,
      • Zoho Creator Upcoming Updates - October 2023

        Hello all! As we step into the final quarter of this year, we're ushering in a fresh wave of improvements and new features to supercharge your experience with Zoho Creator. Join us today as we present the newest updates and enhancements for this month:
      • Sales without an invoice

        Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales
      • Rebrand your CRM with the all-new custom domain mapping setup

        UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
      • Nested Sub-forms (Subform within subform)

        Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R
      • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

        Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
      • Zoho CRM Kiosk Upload Files

        Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
      • Delay Function

        Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
      • Whatsapp Connection Status still "Pending" after migration

        Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
      • Marking a Desk ticket as Unread after merge

        We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the
      • How to add a customized/dynamic Zoho Booking link in email footer?

        We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this
      • Date Time

        Hi Everyone, I would seek some help about this concern that bugs me. I'm currently working using Zoho Flow to automatically plot a calendar on the Calendar Report. Whenever a ticket from Zoho Desk Field was updated this will trigger to create a plotted
      • How to change contact record owner to its creator?

        When I convert a lead record into a contact and a deal then a the contact record will have User AAAA as record owner, and the contact record will have User XXXX as the record creator. I don't have any workflow rules in Contact module. I use the blueprint
      • Custom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE

        I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module name etc. Attaching the script
      • Function to update field in CRM Meetings from Bookings Appointment Status

        Hello, We're creating some reporting in Zoho Analytics using data from CRM and Bookings. Unfortunately it looks like when Bookings Appointments are carried over to CRM Meetings, the Bookings Appointment Status is not recorded in CRM Meetings. We would
      • Next Page