Send WhatsApp Messages to Zoho CRM Leads Using Pabbly Connect

Learn how to send WhatsApp messages to Zoho CRM leads using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages automatically to your Zoho CRM leads, you first need to access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Zoho CRM and WhatsApp through Pabbly Chatflow. Start by visiting the Pabbly Connect homepage at pabby.com/connect.

If you’re a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks each month. If you’re an existing user, simply click on ‘Sign In’. Once logged in, you will land on the Pabbly Connect dashboard, which allows you to create workflows for automation.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a workflow that will facilitate sending WhatsApp messages based on Zoho CRM lead status updates. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Send WhatsApp Messages to Zoho CRM Leads Using Pabbly Chatflow’.
• Select a folder to save your workflow, or create a new folder if necessary.
• Click on the ‘Create’ button to finalize your workflow setup.

This workflow will use triggers and actions to automate the process. With Pabbly Connect, you can capture updates from Zoho CRM and respond accordingly with WhatsApp messages.

3. Setting Up the Trigger for Zoho CRM

To initiate the automation, you need to set a trigger that captures lead status updates in Zoho CRM. Select Zoho CRM as your trigger application within Pabbly Connect and choose the trigger event as ‘Update Module Entry by Webhook’.

Upon selecting the trigger event, a webhook URL will be generated. Copy this URL as it will be used to connect your Zoho CRM account with Pabbly Connect. Now, navigate to your Zoho CRM account, click on the setup option, and create a new workflow rule for leads to use this webhook URL.

4. Configuring Zoho CRM to Use the Webhook

In your Zoho CRM account, create a new workflow rule by selecting the leads module. Name your rule appropriately, such as ‘WhatsApp Message’. This rule will execute when the lead status is modified.

• Set the condition for when the lead status is edited.
• Select the specific field that you want to monitor for changes, which is the lead status.
• Input the webhook URL that you copied from Pabbly Connect.

This configuration ensures that any updates in Zoho CRM regarding lead status will trigger the automation in Pabbly Connect, facilitating the sending of WhatsApp messages automatically.

5. Sending WhatsApp Messages Using Pabbly Chatflow

Once the lead status is updated in Zoho CRM, Pabbly Connect will trigger the sending of WhatsApp messages through Pabbly Chatflow. In your workflow, add an action step to select Pabbly Chatflow as the application to send WhatsApp messages.

Choose the action event as ‘Send Template Message’. You will need to connect your Pabbly Chatflow account using the API token generated in your Chatflow settings. Once connected, select the appropriate template message based on the lead status, mapping relevant data such as lead name and lead owner name.

Conclusion

This tutorial demonstrates how to send WhatsApp messages to Zoho CRM leads using Pabbly Connect and Pabbly Chatflow. By automating communication based on lead status updates, you can enhance your follow-up process and improve customer engagement effectively.