How to Send WhatsApp Messages to New Leads via Zoho CRM Integration with Pabbly Connect

Learn how to use Pabbly Connect to send WhatsApp messages to new leads automatically from Zoho CRM. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp messages to new leads, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com’. From the homepage, navigate to the ‘Products’ section and select Pabbly Connect.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Once logged in, click on the plus sign to create a new workflow, naming it ‘Send WhatsApp Messages to New Leads’. This sets the stage for your integration process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, workflows are created based on triggers and actions. The trigger will be ‘Zoho CRM’ and the action will be ‘WhatsApp Cloud API’. Start by selecting Zoho CRM as your trigger application and choose the ‘New Module Entry Instant’ as the trigger event.

• Select Zoho CRM as the trigger application.
• Choose ‘New Module Entry Instant’ as the trigger event.
• Connect your Zoho CRM account by entering the domain.

After connecting, specify the module name as ‘Leads’. This ensures that the workflow only activates when a new lead is added to your Zoho CRM. Click ‘Save’ and then send a test request to confirm the connection.

3. Testing the Integration with a New Lead

To test the integration, you need to create a new lead in your Zoho CRM. You can do this by filling out a lead generation form embedded on your website. Fill in the required fields such as first name, last name, email, mobile number, and company name, then submit the form.

Once the form is submitted, refresh your Zoho CRM to see the new lead. After confirming that the lead appears in Zoho CRM, return to Pabbly Connect to verify that the test request has captured the lead’s details correctly, including name and contact information.

4. Sending WhatsApp Messages to New Leads

With the lead details captured, the next step is to configure the action in Pabbly Connect. Choose ‘WhatsApp Cloud API’ as the action application and select ‘Send Template Message’ as the action event. Connect using your WhatsApp Cloud API credentials, including the token and phone number ID.

• Select ‘WhatsApp Cloud API’ as the action application.
• Choose ‘Send Template Message’ as the action event.
• Enter the required credentials for connection.

Next, select the message template that you created in your WhatsApp Cloud API account. Map the recipient’s mobile number and other dynamic fields to personalize the message. Click ‘Save’ and send a test request to ensure the message is sent correctly.

5. Verifying the WhatsApp Message Delivery

After setting up the action, it’s crucial to verify that the WhatsApp message is delivered successfully. Create another lead through the lead generation form, ensuring that all details are accurate.

Refresh your Zoho CRM to confirm the new lead’s addition. Check your WhatsApp account to see if the message has been received. The message should include personalized information such as the lead’s name and company. This confirms that the integration using Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages to new leads automatically from Zoho CRM. By following the steps outlined, you can streamline your communication process and ensure timely engagement with your leads.