Integrate Zoho CRM with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoho CRM with WhatsApp using Pabbly Connect for sending notifications on new modules effortlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho CRM with WhatsApp, you’ll first need to access Pabbly Connect. Open your web browser and type in ‘Pabbly.com/connect’. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a new account.

If you are a new user, signing up is completely free and provides you with 100 free tasks every month. Once you have an account, log in to access the dashboard where you can create workflows to automate processes like sending notifications on WhatsApp for new modules in Zoho CRM.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to start a new automation process. Name your workflow something descriptive, like ‘Zoho CRM to WhatsApp’. This will help you easily identify the automation later.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is where the automation starts, and the Action is where the result occurs. In this case, select Zoho CRM as the Trigger application and choose the event as ‘New Module Entry Instant’.

• Select Zoho CRM as the Trigger application.
• Choose ‘New Module Entry Instant’ as the event.
• Click on ‘Connect’ to link your Zoho CRM account with Pabbly Connect.

After connecting, you will need to authorize Pabbly Connect to access your Zoho CRM data. Once authorization is complete, you can save and send a test request to ensure everything is set up correctly.

3. Creating a New Lead in Zoho CRM

With Pabbly Connect set up, the next step is to create a new lead in Zoho CRM. This is crucial as it triggers the automation. Fill in the lead details, including the first name, last name, company name, email, and phone number.

Make sure to update the phone number field with a valid WhatsApp number, as this is essential for sending notifications. Once all details are correctly filled out, click on the ‘Save’ button to create the lead. This action will trigger the workflow you created in Pabbly Connect.

• Fill in the lead’s first name and last name.
• Enter the company name and email address.
• Update the phone number to a valid WhatsApp number.

After saving the lead, return to Pabbly Connect to check if the test request was successful. If everything is set correctly, you should see a new lead entry in your Zoho CRM.

4. Integrating WhatsApp Using Pabbly Connect

Now that your lead is created, it’s time to set up the WhatsApp integration. In Pabbly Connect, select WhatsApp by 360 Dialogue as the Action application. Choose the action event as ‘Send Template Message’ to send notifications to the new leads.

To connect WhatsApp, you need to enter the domain and API key from your WhatsApp account. Go to your WhatsApp account settings, generate a new API key, and copy it into Pabbly Connect. This allows Pabbly Connect to send messages on your behalf.

Select WhatsApp by 360 Dialogue as the Action application. Choose ‘Send Template Message’ as the action event. Enter the required domain and API key from your WhatsApp account.

Once connected, you can select a pre-approved template for your message. Make sure to fill in the required fields, including the recipient’s mobile number and the message content, using the mapping feature in Pabbly Connect.

5. Testing the WhatsApp Notification

After setting up the WhatsApp integration in Pabbly Connect, it’s time to test the notification feature. Click on ‘Save and Send Test Request’ to send a test message to the WhatsApp number you provided earlier. Ensure your WhatsApp is open to receive the message.

If everything is set up correctly, you should receive a notification on WhatsApp confirming that your lead has been successfully created. This message can be customized to include welcome messages, promotional offers, or any other information you wish to convey to your new leads.

Click on ‘Save and Send Test Request’ in Pabbly Connect. Check your WhatsApp for the test message. Confirm that the message is received as expected.

This testing phase is crucial to ensure your automation works seamlessly. Once confirmed, your integration is ready to go live, allowing you to send notifications automatically whenever a new lead is created in Zoho CRM.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho CRM with WhatsApp using Pabbly Connect for sending notifications on new modules. By following these steps, you can automate your communication process and enhance customer engagement effectively.