Zoho CRM

Inside

WhatsApp Web

Access Zoho CRM details of a Contact/Lead/Account from your WhatsApp web

About

Zoho CRM is one of the best cloud-based Customer Relationship Management software which makes the entire working of the sales team easy. It is utilized and used in large numbers from small to medium-sized business. This CRM helps engaging customers faster and keeps an update of all the information.

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 "Zoho CRM Inside WhatsApp Web".

Zoho CRM Inside WhatsApp Web 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

Features

  • 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

Application installation and configuration

Step 1: Go to the chrome web store and search for the chrome extension "Zoho CRM Inside WhatsApp Web". Click the "Add to Chrome" option to add the google chrome extension.

Step 2: Now, click the "Add extension" option to continue adding the chrome extension.

Step 3: Now, open and refresh your WhatsApp Web once to view the Zoho CRM Inside WhatsApp Web interface at the right side. Sign in to Ulgebra using any one of the options using the Zoho CRM mail ID to fetch the record details.

Step 4: Select the Zoho CRM domain from the drop-down.

Step 5: Once selected, click the "Authorize Now" option.

Step 6: Click "Accept" to continue authorizing the Zoho account to sync the details.

Step 7: Once the configuration is done, you can now access the Zoho CRM record details from your WhatsApp Web.

This is the installation of the application and it is ready to use now.

Application working

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.

Additional features

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.

  • Click the profile picture at the top right of the interface and view your account used to sign in to Ulgebra.

  • Use the "-" option adjacent to the profile icon to minimize the whole interface in your WhatsApp Web.

  • You can also view your authorized Zoho CRM account and re-authorize it if required anytime.

  • View your subscription details in Ulgebra store using the "My Subscriptions" option.

  • Click "Sign out" to sign out of the Ulgebra account.

This is the setup and working of the application Zoho CRM Inside WhatsApp Web. This application helps in easy access, editing, and updating the information of the Zoho CRM records without loss of time and energy.

Pricing

Classic Plan $5.4/user per month

  • Save WhatsApp contacts as Zoho CRM Contact/Lead/Account.

  • Access for editing 5 fields

  • Add notes

Business Plan $10.8/user per month

  • Save WhatsApp contacts as Zoho CRM Contact/Lead/Account.

  • Access for editing all fields

  • Add notes