Integrate Zoho CRM with WhatsApp Cloud API Using Pabbly Connect

Learn how to integrate Zoho CRM with WhatsApp Cloud API using Pabbly Connect to automate messages to new leads effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho CRM Integration

To start integrating Zoho CRM with WhatsApp Cloud API, you first need to access Pabbly Connect. This platform allows you to automate workflows without coding knowledge. Begin by visiting the Pabbly Connect dashboard after signing up for an account.

Once you are on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Zoho CRM to WhatsApp Automation’. This name will help you identify your automation easily later on.

2. Choosing Zoho CRM as the Trigger Application

In this step, you will select Zoho CRM as your trigger application within Pabbly Connect. Click on the ‘Choose App’ field and select Zoho CRM. The trigger event you need is ‘New Module Entry’ which activates when a new lead is added.

• Select ‘New Module Entry’ from the trigger events.
• Connect your Zoho account by entering the required domain (e.g., zoho.com).
• Choose the module where leads are added, typically ‘Contacts’ or ‘Leads’.

After connecting, you will be prompted to send a test request. This step helps ensure that your integration will function properly once set up.

3. Creating Leads in Zoho CRM

Next, it’s time to create a lead in Zoho CRM which will trigger the automation set in Pabbly Connect. Use the form you created in Zoho to submit a new lead. Ensure you fill in all necessary information, including the lead’s name, email, phone number, and WhatsApp number.

For example, you might enter:

• Name: Chris Harris
• Email: [email protected]
• Phone: +1234567890
• WhatsApp: +1234567890

This submission will act as a test data to verify the integration.

4. Sending WhatsApp Messages Using Pabbly Connect

After successfully capturing the lead data, the next step involves sending a WhatsApp message. In Pabbly Connect, select the action application as WhatsApp Cloud API. The action event should be set to ‘Send Template Message’. This setup allows you to send predefined messages to your leads.

To connect your WhatsApp Cloud API, you will need the following:

Permanent Access Token Phone Number ID Business Account ID

Once connected, select the message template you wish to use for the WhatsApp messages. Ensure that the template is approved by WhatsApp before using it in your automation.

5. Finalizing Your Automation Workflow

Now that your WhatsApp action is set up, map the data fields from the lead entry to the message template. For instance, map the lead’s name and WhatsApp number to the respective placeholders in your template. This ensures that every message sent is personalized. using Pabbly Connect

Finally, test your automation by clicking on ‘Save and Send Test Request’. This action will send a WhatsApp message to the newly created lead. If everything is set up correctly, you will receive a confirmation in your WhatsApp account.

Once confirmed, your automation is ready to go. Every time a new lead is added to Zoho CRM, a WhatsApp message will automatically be sent to them, enhancing your customer engagement.

Conclusion

Integrating Zoho CRM with WhatsApp Cloud API using Pabbly Connect automates lead communication efficiently. This setup allows businesses to nurture leads effectively and improve customer relations effortlessly. Start using Pabbly Connect today to streamline your workflows!