How to Send WhatsApp Notifications from Zoho CRM

This documentation will guide you on how to use the WhatsApp Notification extension for Zoho CRM. This extension allows you to automatically send WhatsApp messages to your leads, contacts and deals. You can also trigger these messages using workflows.

Benefits of WhatsApp Notifications from Zoho CRM

✅ Send Messages from Different Modules: You can send WhatsApp notifications directly from the Leads, Contacts, and Deals modules.
✅ Trigger Messages via Workflows: Set up automated workflows to send messages when a specific event occurs, such as a new deal being created or a lead’s status changing.

Step by Step Guide

How to Use the Extension

Here’s how you can easily enable WhatsApp Notifications From a Record (Lead, Contact and Deal)

Open any record (e.g., a lead) in Zoho CRM.
On the record’s page, you will see a custom button or a section for the “Whatsapp” extension.
Click on this button. A pop-up window will appear.
In the pop-up, select the template you want to use for the message.
The phone number from the record will automatically be populated.

Click “Send” to send the message.

Video Tutorial

🎥 Watch the full step-by-step guide to set up WhatsApp Notifications from Zoho CRM

Frequently Asked Questions (FAQ)

Q1: I don’t see the button on the record page?

Make sure the extension has been properly installed and configured for the specific module.

Q2: The message isn’t sending?
Check that the phone number field for the record is populated and is in a valid international format (e.g., +91XXXXXXXXXX). Also, ensure your WhatsApp account is correctly linked to the extension.

I hope this helps you create a professional and effective documentation for your extension.

🚀 Install the WhatsApp Notification extension for Zoho CRM today and start sending automated messages in just a few clicks.

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