In the quest for streamlined contact management within Zoho, the integration of WhatsApp country codes emerges as a game-changer. This innovative solution empowers users to automate the process of filtering and assigning contacts, paving the way for increased efficiency and precision. Explore how you can “Automatically Filter and Assign Contacts in Zoho” through the intelligent categorization of contacts based on their WhatsApp country codes. This integration not only enhances workflow automation but also allows you to focus on meaningful interactions and strategic decision-making.
In this guide, we delve into the steps and benefits of this transformative approach to contact management, offering a comprehensive understanding of how to enhance your Zoho experience with automated filtering and assignment based on WhatsApp country codes.
1. Click on Add Workflow
2. Click on Add first step…
3. Type “Webhook”
4. Click on Webhook…
5. Check and place your desired Parameters on Webhook
6. Click on the small plus icon beside Webhook to add a new node.
7. Type “IF”
8. Click on “IF”
The “IF” node will allows us to define conditions based on the values of previous nodes here in the workflow. Depending on whether the condition is true or false, the workflow will follow different paths or branches. This is useful for creating more dynamic and flexible workflows that respond to different situations.
9. Click on Add Condition
10. Click on String
11. Under Value 1, click on “Expression” and enter your Variable from Webhook.
Expressions are like magic commands that help you change and work with your data in your workflows. You can use them to create new data, pick out specific pieces of information, do math, and lots of other things.
These expressions are most often used in special places in your workflow, like when you want to change data in a “Set” step or make decisions in a “Conditional” step. It’s like having a toolkit to make your data do exactly what you want.
12. Type “True”
13. An IF node has now been added on your Canvas. Next we’ll add a helper. To do so, click on the small plus icon beside IF under False.
14. Click on Helpers…
15. Click on No Operation, do nothing…
The “Helpers: No Operation” node is a tool that will help us maintaining our workflow structure and planning, ensuring that even if a node doesn’t perform any operation, we can still include it in our workflow for clarity.
16. The No Operation, do Nothing node is now added to our workflow. Next, we’ll add a Switch node. You can do this by clicking on the small plus icon besides the “true” IF node.
17. Type “Switch”
18. Click on Switch…
19. Click on the dropdown button under Data Type
20. Under Data Type, click on String.
21. Under Value 1, click on “Expression” and enter your Variable from Webhook.
22. Click on Add Routing Rule
23. Under Operation, we’ll select “Start With”
24. Click on Starts With
25. Under Value 2, you may add any desired value for this one.
As an example here, I decided to use the value of “+996”. This will allow the workflow to determine if the senders phone number starts with a certain code. From there, it will route it to various flow output branches.
26. Next will add another Routing Rule. Click on Add Routing Rule
27. Click the dropdown button under Operation
28. Select Starts With
29. Under Value 2, you may add any desired value for this one.
30. Type “1”
31. Next, we’ll add a routing path for all the value that will pass the routing rule 0 we did earlier. Click on the small plus icon besides “0” under your Switch node.
32. Type “HTTP Request”
33. Click on HTTP Request…
34. Enter the URL on where the node will make the request to
35. Click on the dropdown button under Authentication
36. Click on “Predefined Credential Type”
37. Type “Zoho OAuth2 API”
38. Click on Zoho OAuth2 API
39. Under Credential for Zoho OAuth2 API, click on Select Credential
40. Click on Zoho accout
41. Next, we’ll add another IF node. Click on the small plus icon beside HTTP Request
42. Type “IF”
43. Click on IF…
44. Click on Add Condition
45. Click on String
46. Under Value 1, click on Expressions and enter the value to compare with the second one.
47. Click on the dropdown icon under Operation
48. Click on “Is not Empty”
49. We can also proceed renaming our IF node by clicking on the small pen icon beside the node’s title. From there, type “Checking if Leads exists in Zoho CRM”
50. Click on Rename
51. Next, we’ll add another HTTP Request node under the true value for our IF node.
52. Type “HTTP Request”
53. Click on HTTP Request…
54. Click on the dropdown button under Method
55. Click on PATCH
56. Enter the URL on where the node will make the request to
57. Next, we’ll add another node under the False route of our IF node.
Here, we’ll add a Zoho node that would route false conditions from the workflow to add a lead first in Zoho.
58. Type “Zoho CRM”
59. Click on Zoho CRM
60. Type “Create a lead”
61. Click on Create a lead
62. Fill out the Parameters for your Zoho CRM Node
63. We can also proceed in renamin this node. Here, I’ve chosen to rename it to “Create Lead”
64. Click on Rename
65. From there, we’ll duplicate the node that will allow us to assign the lead to an agent and add it beside the Zoho CRM we’ve just created.
66. Drag the duplicated Node beside the Zoho CRM and connect them afterward.
67. Next, we’ll add another routing path for our Switch.
This routing path will lead all “1” conditions in sending a welcome message in Spanish.
68. Type “HTTP Request”
69. Click on HTTP Request…
70. Click on the dropdown button under Method
71. Click on POST
72. Under URL, enter the URL on where the node will make the request to
73. Toggle the button for Send Headers
74. Under Header Parameters > Name, enter your desired name. Here, I’ve chosen to type “Authorization”.
75. Under Value, enter your Timelines AI Bearer code.
76. You can also proceed in renaming this node. Here, I’ve chosen to rename it to “WhatsApp: Welcome message in Spanish”
77. Click on Rename
78. Next, we’ll add another HTTP Request node that will allow the workflow to assign a label. You can do this by clicking on the small plus icon beside our “WhatsApp Welcome message in Spanish” HTTP request node.
79. Type “HTTP Request”
80. Click on HTTP Request…
81. Click on the dropdown button under Method
82. Click on PATCH
83. Under URL, enter the URL on where the node will make the request to
84. Your Workflow is now completed.
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