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How to Do Zoho CRM WhatsApp Integration- Your Complete Guide for 2024

Updated: 4 hours ago

WhatsApp is the most popular messaging application in the world, and Zoho CRM is one of the leading suites of business applications. Did you know that both of these services can be integrated? That will be quite a promising combination, right? What can we achieve through such productive integration? This blog lets you uncover this. So, read on to discover.


Discover the power of WhatsApp business Zoho CRM integration.





What Is Zoho CRM WhatsApp Integration and What Does It Achieve?


Zoho crm WhatsApp integration, as you can infer from the phrase, is the process of integrating or connecting WhatsApp with the Zoho CRM suite.  This integration allows your customers to communicate with you directly through WhatsApp. 


As a result, besides carrying out the communication, you will also be able to manage and track it within the Zoho CRM platform. This will help you identify areas where customer engagement lacks and initiate steps to enhance it. Additionally, the integration facilitates streamlining the workflows of communication.



Why Should Businesses Do Zoho CRM Integration with WhatsApp? 


For businesses, establishing transparent and uninterrupted communication channels with customers is essential. Hence, the Zoho Crm WhatsApp integration is particularly beneficial for them. Here are the five reasons why and how such an integration is essential for businesses:


Improved data analytics:

Once there is a proper Zoho CRM WhatsApp integration, every instance of customer interaction details is recorded. Businesses pull out such data periodically and use it to understand customer behaviour and trends.


Maximum optimization of workflow: 

With the help of WhatsApp integration with Zoho CRM, a number of routine tasks, such as following up with certain customers after a sales inquiry, documentation of inquiries, etc., can be optimized. This contributes to overall efficiency.


Increased control of business operations:

One of the key benefits of Zoho CRM and WhatsApp integration is that it will allow you to have better control of your business operations as you are able to have comprehensive oversight of every operation in real-time. 


Better automation capabilities:

Just as you can optimise your tasks through WhatsApp and Zoho CRM integration, it also lets you automate a number of tasks. For instance, sending reminder notifications to customers, lead management, etc.


Uninterrupted internal communication:

Zoho CRM WhatsApp business integration improves internal business communications. With the advanced communication options, team members can coordinate with their managers or leaders through the Zoho WhatsApp API. 


How To Configure WhatsApp Integration with Zoho CRM?


Integrating your WhatsApp business Zoho CRM is the right step to improve your communication with customers and thereby bring more efficiency to your business operations. Here is a step-by-step guide to help you configure Zoho CRM with WhatsApp.  


  1. For Zoho WhatsApp integration, you need to upgrade your WhatsApp account to a WhatsApp Business account. 




2. Choose a WhatsApp Business Solution Provider (BSP) to register your WhatsApp Business API.  


3. Go to the WhatsApp Access Request Page and choose the option to log in using the credentials of your Facebook Business Manager. 


4. After entering the login credentials, click on the ‘Get Started’ button followed by ‘Continue’ to give permission and to proceed. 



















5. If you have a Facebook business account, give it access and proceed. If not, click on ‘Create new account’ to create a new account and proceed. 



6. After number verification, go to your Zoho CRM account. Remember that you will be able to use the CRM only if you have an account there. If you don’t have an account, sign up. If you already have, log in using the existing credentials. 



















7. On your Zoho CRM, navigate to the section named ‘Marketplace.’ You can access it from the settings menu. They are looking for the WhatsApp integration app.


8. After number verification, go to your Zoho CRM account. Remember that you will be able to use the CRM only if you have an account there. If you don’t have an account, sign up. If you already have, log in using the existing credentials. 


9. On your Zoho CRM, navigate to the section named ‘Marketplace.’ You can access it from the settings menu. They are looking for the WhatsApp integration app.

 

10. After selecting the appropriate ‘Zoho WhatsApp business’, install it following the on-screen instructions. If you got your WhatsApp business through any BSP (WhatsApp Business Solution Provider), you will be required to enter the credentials received from it to log in. 


11. Name your WhatsApp business profile in CRM with a nickname for quick identification. Then select the number and configure the settings to customize the integration with your preferences and specific conditions.


12. After everything is set accordingly, review the settings, and then click on the Save button to save the settings. Your Zoho WhatsApp business API has been successfully configured now. 

 

Key points to remember


  • You cannot migrate any existing WhatsApp Numbers to start using with Business Profile and thereby integrate with Zoho. A fresh and dedicated number is recommended. 

  • It is recommended that you take a new number currently not associated with any Zoho products for the Zoho WhatsApp chatbot configuration. 

  • Your business will be reviewed for compliance with WhatsApp Terms of Service and Commerce Policy upon verification.


To Deactivate WhatsApp Business Integration


Looking to deactivate WhatsApp integration with Zoho CRM? It is an effortless process too. Here are the simple steps to do it.


1.First, log in to your Zoho CRM account using your credentials (username and password)


2.Go to Settings by clicking the settings icon located on the top right corner on the dashboard.


3. Locate the Marketplace option in the settings and click on it. 

4. Locate Zoho CRM WhatsApp Integration. You can find it in the list of installed applications.

5. Click on the WhatsApp Business integration followed by the 'Deactivate' option.




3. Follow the on-screen prompts to confirm your deactivation process.



After following the above steps to deactivate ZohoCRM WhatsApp integration, make sure to verify that the integration status has changed from 'active' to 'inactive' to confirm a successful deactivation.


By setting up Zoho WhatsApp integration, you can improve customer communication and streamline business operations. The steps outlined above should help you with a straightforward setup.  For more detailed instructions and support, visit the Zoho and WhatsApp integration.



Conclusion 

Zoho and WhatsApp are the most reliable and user-friendly services in their respective domains. While the former streamlines customer relations, the latter revolutionises communication. By blending the features of both, businesses can elevate their operational efficiency to the next level. We hope to have provided you with a powerful and informative discussion on Zoho CRM integration with WhatsApp. If you have any further queries, feel free to share them in the comments below.


  • Boost your operational efficiency with our professional services for WhatsApp Zoho CRM integration. Contact us for assistance now!



Frequently Asked Questions 


Is direct messaging possible via WhatsApp web for Zoho CRM?

Yes, direct messaging via WhatsApp Web for Zoho CRM is possible. For this, you need to set up additional integrations like Wati. Once it has been configured, it will allow users to manage and respond to WhatsApp messages directly within the CRM interface.


How does WhatsApp integration with Zoho CRM enhance chat facilitation?

WhatsApp integration with Zoho CRM streamlines customer communication by allowing chats to be managed directly within the CRM platform. With this integration, you can enable quick interaction with customers on WhatsApp. On top of that it is possible to ensure that all chat histories and engagements are easily accessible from a centralized control panel.


Can team members collaborate to manage customer inquiries and use quick replies with Wati's Zoho CRM integration?

Yes, team members can collaborate using Wati's Zoho WhatsApp integration. They can manage customer inquiries and utilize quick replies. It will help them improve the efficiency of both the communication and the support.


Is it possible to verify the performance of my WhatsApp business integration with Zoho CRM?

Yes, you can verify the performance of your Zoho WhatsApp integration. There are multiple ways to do this. One is monitoring certain metrics such as message delivery rates and response times. You can also rely on CRM analytics tools to figure out the customer engagement rate.



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