WABA for Zoho CRM

For Instant WABA setup --> 

About


Integrate your WhatsApp Business API with Zoho CRM in no time using WhatsApp for Zoho CRM.


Features


Pre-requisites


Installation


Install WhatsApp for Zoho CRM
Access the settings page of WhatsApp for Zoho CRM
Select the Zoho account DC
Authorize the Zoho CRM account
Enter WhatsApp API client id and authorize WhatsApp Business API

WhatsApp Business API has been integrated to Zoho CRM.

Applications

Message Contacts

Send WhatsApp messages from Zoho CRM Lead, Contact, Account & Deal
Select recipient contact number
Insert Zoho CRM contact field within WhatsApp message
Reply to WhatsApp messages

Predefined Messages

Access Workflow rules within Zoho CRM
Create new workflow rule in Zoho CRM
Select Zoho CRM module to create workflow
Setup the conditions for the execution of the workflow
Select Webhook action
Obtain the workflow code
View the details to setup workflow
Enter the webhook details
Select Body type as Raw
Select format as JSON
Enter workflow code
Insert Zoho CRM contact phone field
Insert Zoho CRM contact id
Save webhook
Save Zoho CRM workflow

Real-time Notifications

Access real-time notifications for incoming WhatsApp messages
Access the contact and chat associated with the notification
Access the desktop notification settings page
Enable desktop notifications for incoming WhatsApp messages

WABA Inbox


Access WABA Inbox

WhatsApp Conversations

Edit the name of any contact

Assign Chats

Assign the chat to yourself and send messages

Label Chats

Add Reminders

Filter WhatsApp Conversations

Select any label to filter conversations
Select the filter option to access all the filters
Filter the conversations of a particular agent
Filter conversations based on labels

Extension Settings

WABA Tab

Access the application in a new tab

WABA User Management

Manage the users of the WABA account
Add and remove the Zoho CRM users from using your WABA account
User account - accept invite from admin
User account - Authorize WABA

Message Sender

Pin or hide any WhatsApp sender
Access and retrieve hidden senders

Application Analytics

Track the usage of WhatsApp for Zoho CRM

Reset Application

Reset WhatsApp for Zoho CRM
Complete application reset

Message Templates


Approved WhatsApp Templates

Enter values for placeholders within approved WhatsApp template
Upload the media file to be sent through the template

Local Template

Create new local message template
Save message template
Insert a local template to send a WhatsApp message
Edit or delete the message template

Efficiently communicate with Zoho CRM contacts through WhatsApp.

Pricing 

Classic Plan

$6 /user/month


250 Ulgebra credits per month

Outgoing messages

Messages History

Automate outgoing messages

Business Plan

$12 /user/month


500 Ulgebra credits per month

Two Way messaging facility (Incoming and Outgoing)

Messages History

Automate outgoing messages

Conversations view

Get instant notifications

Field mapping

Classic Plan - Yearly

$66 /user/year


3000 Ulgebra credits per year

Outgoing messages

Messages History

Automate outgoing messages

Business Plan - Yearly

$132/user/year


6000 Ulgebra credits per year

Two Way messaging facility (Incoming and Outgoing)

Messages History

Automate outgoing messages

Conversations view

Get instant notifications

Field mapping

Additional Credits


In case of additional credit requirements, top-up your Ulgebra Credits.