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Get WhatsApp Alerts for New Zoho CRM Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating WhatsApp with Zoho CRM, first access Pabbly Connect. Open a new tab and visit pabyt.com/connect. This platform allows you to create seamless workflows between applications.

If you are new to Pabbly Connect, you can sign up for free and start with 100 free tasks. This is a great way to test the integration without any upfront costs.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the “Create Workflow” button. Select the option to create using the Quick Builder, which simplifies the process of setting up your automation.

Choose your objective: Get WhatsApp alerts for new Zoho CRM leads.
Specify the integration with Pabbly Chatflow for WhatsApp notifications.

After providing your objective, the AI will assist you in setting up the required triggers and actions in the workflow. This makes the setup process intuitive and efficient.

3. Connecting Zoho CRM to Pabbly Connect

In the workflow setup, the next step is to connect your Zoho CRM account. Click on the connect button and select “Add New Connection.” You will need to provide your Zoho CRM domain for this connection.

Log into your Zoho CRM account to find your domain.
Paste the domain into the connection field in Pabbly Connect.

After pasting the domain, click on the “Save” button. Accept any permissions required for the integration. This step ensures that Pabbly Connect can access your Zoho CRM data securely.

4. Testing the Integration with New Leads

Now that Zoho CRM is connected to Pabbly Connect, it’s time to test the integration. Create a new lead in your Zoho CRM account with all relevant details.

Enter lead details such as name, email, and phone number.
Save the new lead and return to Pabbly Connect.

After saving the lead, click on the “Send Test Request” button in Pabbly Connect. This will capture the newly created lead’s data, confirming that the integration is functioning as expected.

5. Sending WhatsApp Notifications for New Leads

With the lead data captured, the final step is to send a WhatsApp notification using Pabbly Chatflow. Click on the connect button for the WhatsApp step and select “Add New Connection.”

Enter your WhatsApp API token from your Pabbly Chatflow account.
Select the message template you created for lead notifications.

Map the required fields from the captured lead data to the WhatsApp message template. This ensures that every new lead generates a personalized notification. Once everything is set, click on “Save and Send Test Request” to verify that the WhatsApp message is sent successfully.

Conclusion

In this tutorial, we demonstrated how to integrate WhatsApp with Zoho CRM using Pabbly Connect. This integration allows you to receive instant notifications for new leads, streamlining your workflow and ensuring you never miss an opportunity.