LookUp for Zoho CRM
Access Zoho CRM details of a Contact/Lead/Account from your WhatsApp web
Wondering, how to access the Zoho CRM person records easily through WhatsApp Web, which is an easy and faster mode of getting and reviewing the details? Here is the extension "LookUp for Zoho CRM".
LookUp for Zoho CRM helps to manage the Zoho CRM customer details inside WhatsApp Web. Hence just stay in WhatsApp Web and access your client details from WhatsApp contacts.
Pre-requisites for app installation
Should have Zoho CRM account
Should have WhatsApp Web connected
View existing Zoho CRM record details from WhatsApp Web
Create a new record from WhatsApp Web
Re-direct to the Zoho CRM record details from WhatsApp Web
Edit and Update the details
Manage the display fields in WhatsApp Web
Add notes from WhatsApp Web
Accept to the Terms of Service.
Click on 'Visit Website'.
Click on 'Add Extension'.
Open WhatsApp Web.
Scan the QR code to log in to the WhatsApp account.
Click on the Extension icon at the top right corner.
Select 'Ulgebra Lookup Apps for CRM/Desk' from the drop-down.
Enable Zoho CRM from the list of platforms.
You can now view the LookUp panel on the right side within WhatsApp Web.
Sign in to Ulgebra using your Zoho CRM email id.
Select your Zoho account DC.
Click on 'Authorize Now'.
Click on 'Accept'.
You can now access Zoho CRM contact details within WhatsApp Web.
1) View existing Zoho CRM record details inside WhatsApp Web.
Step 1: Click any of the WhatsApp chats and view the records if any found in the Zoho CRM. You can view that a contact/lead/account is found and its complete details based on the contact number.
[Note: The app first searches for a contact record, then a lead record and finally an account record in Zoho CRM.]
Step 2: If you want to search for the record in any other modules in Zoho CRM, click the drop-down at the top and select the required module to check for any existing records.
Step 3: If you want to migrate to the Zoho CRM containing the record details, then click the "Zoho CRM" option so that it directs to the Zoho CRM record details page from WhatsApp Web.
In this way, you can view the existing Zoho CRM records inside WhatsApp Web.
2) Create a new Zoho CRM record from WhatsApp Web
Step 1: Click any of the WhatsApp chats/contacts which you want to add to your Zoho CRM account. Select the module in which the record has to be added and enter all the required details.
Once entered, click the "Create New Lead/Contact/Account in Zoho CRM" so that the same will be created in your Zoho CRM account.
[Note: Once a record is created, it will take few minutes to reflect in the WhatsApp Web.]
Step 2: If you wish to create and enter the details from your Zoho CRM, then click the "Zoho CRM" option available which will re-direct you to Zoho CRM to create a new record.
Step 3: Once a record is created in your Zoho CRM account, the Source of the same will be displayed as "WhatsApp".
Step 4: If you want to create a new lead/contact/account with same existing number, then click the "+Lead/ +Contact/ +Account" option to create a new record in addition to the existing record.
Thus, this is the process of creating a new Zoho CRM record from WhatsApp Web.
3) View hidden fields and manage the display fields
Step 1: Go to any of the WhatsApp chats/contacts and scroll down and check for the option "Show hidden fields" to view all the Zoho CRM fields.
If you want to manage the field views, click the "Configure display fields" option.
Step 2: Now, you can view both the Show fields and Display fields. You can just drag and drop the required fields either from left to right or right to left.
You can also add the fields in a required order so that the same will be displayed in the WhatsApp Web.
This is how you can configure the show fields in the WhatsApp Web.
4) Export WhatsApp chats as notes into Zoho CRM
Step 1: Go to any of the WhatsApp chats/contacts and click on Export Chat.
Step 2: Now you can view the complete WhatsApp conversation. Select the required chats.
Click on Add Note.
This is how you can export WhatsApp chats to Zoho CRM.
The other additional features available with the extension are:
Search for any number irrespective of the WhatsApp chat/contact number to view the person records in Zoho CRM.
Search for any Zoho CRM fields and get the value from WhatsApp Web.
Add notes from WhatsApp Web.
Edit any of the details and click the "Tick" symbol next to it to save the updated details.
Use the mirror-like option available at the right to minimize the field details.
This is the setup and working of the application LookUp for Zoho CRM. This application helps in easy access, editing, and updating the information of the Zoho CRM records from WhatsApp Web without loss of time and energy.