Automate WhatsApp Messages to Zoho CRM Leads with Pabbly Connect

Learn how to automatically send WhatsApp messages to new Zoho CRM leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To automate sending WhatsApp messages to Zoho CRM leads, first, access Pabbly Connect. This integration platform allows seamless connections between various applications, including Zoho CRM and WhatsApp.

If you are a new user, sign up for free at Pabbly.com/connect. After signing up, log in to your account to reach the Pabbly Connect dashboard. Here, you can create workflows that facilitate automation between Zoho CRM and WhatsApp messaging.

2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send WhatsApp Messages for New Zoho CRM Leads’. This name will help you identify the purpose of the workflow later.

Once you create the workflow, you will see two sections: Trigger and Action. The Trigger represents the event that starts the workflow. Select Zoho CRM as the trigger application and choose ‘New Lead’ as the event. This setup ensures that every time a new lead is created in Zoho CRM, the workflow will initiate.

3. Connect Zoho CRM to Pabbly Connect

To connect Zoho CRM to Pabbly Connect, you need to authenticate your Zoho account. Click on the ‘Connect’ button and log in to your Zoho account. Grant the necessary permissions to allow Pabbly Connect to access your Zoho CRM data.

Once connected, you will need to test the connection by creating a dummy lead in Zoho CRM. This step captures the lead data in Pabbly Connect. After creating the lead, check the response in Pabbly Connect to ensure the data is being captured correctly.

4. Send WhatsApp Messages Using Interact in Pabbly Connect

Next, you will set up the action step to send a WhatsApp message using the Interact application through Pabbly Connect. Choose Interact as the action application and select the appropriate action event to send a message.

To configure the WhatsApp message, you need to connect your Interact account by providing the secret key. After connecting, fill in the required fields, including the recipient’s phone number and message template. Ensure you map the phone number from the lead data captured from Zoho CRM to send personalized messages automatically.

• Connect Interact with Pabbly Connect using the secret key.
• Map the phone number field with the lead’s WhatsApp number.
• Create a message template that includes dynamic variables for personalization.

Once you have configured the message template, send a test message to ensure everything is working correctly. After testing, your automation is ready to go!

5. Finalize and Test Your Integration

With your workflow set up, it’s time to finalize everything in Pabbly Connect. Click on the ‘Save’ button to save your workflow. You can now test the entire automation process by submitting a new lead through your Zoho CRM.

After submitting the lead, check your WhatsApp to see if the message was received. This confirms that your integration is functioning as intended. With Pabbly Connect, you can now automate WhatsApp messaging for all new leads in Zoho CRM without manual intervention.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to new leads in Zoho CRM. By following these steps, you can enhance your customer engagement and streamline communication effectively. Automating your workflows with Pabbly Connect saves time and ensures timely responses to your leads.