Automatically Filter and Assign Contacts in Zoho Based on WhatsApp Country Codes

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

Connecting Zoho CRM with WhatsApp

2. Click on Add first step…

Zoho CRM WhatsApp integration

3. Type “Webhook”

WhatsApp Zoho CRM integration

4. Click on Webhook…

Zoho CRM and WhatsApp integration

5. Check and place your desired Parameters on Webhook

WhatsApp and Zoho CRM integration

6. Click on the small plus icon beside Webhook to add a new node.

How to integrate Zoho CRM and WhatsApp

7. Type “IF”

Synchronizing Zoho CRM with WhatsApp

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.WhatsApp and Zoho CRM integration

9. Click on Add Condition

Zoho CRM and WhatsApp integration

10. Click on String

WhatsApp Zoho CRM integration

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.Zoho CRM WhatsApp integration

12. Type “True”

Connecting Zoho CRM with WhatsApp

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.

Zoho CRM WhatsApp integration

14. Click on Helpers…

WhatsApp Zoho CRM integration

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.Zoho CRM and WhatsApp integration

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.

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”

Synchronizing Zoho CRM with WhatsApp

18. Click on Switch…

How to integrate Zoho CRM and WhatsApp

19. Click on the dropdown button under Data Type

Synchronizing Zoho CRM with WhatsApp

20. Under Data Type, click on String.

WhatsApp and Zoho CRM integration

21. Under Value 1, click on “Expression” and enter your Variable from Webhook.

Zoho CRM and WhatsApp integration

22. Click on Add Routing Rule

WhatsApp Zoho CRM integration

23. Under Operation, we’ll select “Start With”

Zoho CRM WhatsApp integration

24. Click on Starts With

image 5

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.Zoho CRM WhatsApp integration

26. Next will add another Routing Rule. Click on Add Routing Rule

Next will add another Routing Rule. Click on Add Routing Rule

27. Click the dropdown button under Operation

Zoho CRM and WhatsApp integration

28. Select Starts With

WhatsApp and Zoho CRM integration

29. Under Value 2, you may add any desired value for this one.

How to integrate Zoho CRM and WhatsApp

30. Type “1”

Synchronizing Zoho CRM with WhatsApp

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.

WhatsApp and Zoho CRM integration

32. Type “HTTP Request”

Zoho CRM and WhatsApp integration

33. Click on HTTP Request…

WhatsApp Zoho CRM integration

34. Enter the URL on where the node will make the request to

Zoho CRM WhatsApp integration

35. Click on the dropdown button under Authentication

Connecting Zoho CRM with WhatsApp

36. Click on “Predefined Credential Type”

Zoho CRM WhatsApp integration

37. Type “Zoho OAuth2 API”

WhatsApp Zoho CRM integration

38. Click on Zoho OAuth2 API

Zoho CRM and WhatsApp integration

39. Under Credential for Zoho OAuth2 API, click on Select Credential

WhatsApp and Zoho CRM integration

40. Click on Zoho accout

Synchronizing Zoho CRM with WhatsApp

41. Next, we’ll add another IF node. Click on the small plus icon beside HTTP Request

How to integrate Zoho CRM and WhatsApp

42. Type “IF”

Synchronizing Zoho CRM with WhatsApp

43. Click on IF…

WhatsApp and Zoho CRM integration

44. Click on Add Condition

Zoho CRM and WhatsApp integration

45. Click on String

WhatsApp Zoho CRM integration

46. Under Value 1, click on Expressions and enter the value to compare with the second one.

Under Value 1, click on Expressions and enter the value to compare with the second one.

47. Click on the dropdown icon under Operation

Connecting Zoho CRM with WhatsApp

48. Click on “Is not Empty”

Zoho CRM WhatsApp integration

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”

WhatsApp Zoho CRM integration

50. Click on Rename

Zoho CRM and WhatsApp integration

51. Next, we’ll add another HTTP Request node under the true value for our IF node.

WhatsApp and Zoho CRM integration

52. Type “HTTP Request”

Synchronizing Zoho CRM with WhatsApp

53. Click on HTTP Request…

How to integrate Zoho CRM and WhatsApp

54. Click on the dropdown button under Method

Synchronizing Zoho CRM with WhatsApp

55. Click on PATCH

image 3

56. Enter the URL on where the node will make the request to

Zoho CRM and WhatsApp integration

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.WhatsApp Zoho CRM integration

58. Type “Zoho CRM”

Type "Zoho CRM"

59. Click on Zoho CRM

WhatsApp Zoho CRM integration

60. Type “Create a lead”

Connecting Zoho CRM with WhatsApp

61. Click on Create a lead

Zoho CRM WhatsApp integration

62. Fill out the Parameters for your Zoho CRM Node

WhatsApp Zoho CRM integration

63. We can also proceed in renamin this node. Here, I’ve chosen to rename it to “Create Lead”

Zoho CRM and WhatsApp integration

64. Click on Rename

WhatsApp and Zoho CRM integration

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.

image 2

66. Drag the duplicated Node beside the Zoho CRM and connect them afterward.

How to integrate Zoho CRM and WhatsApp

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.Synchronizing Zoho CRM with WhatsApp

68. Type “HTTP Request”

WhatsApp and Zoho CRM integration

69. Click on HTTP Request…

Zoho CRM and WhatsApp integration

70. Click on the dropdown button under Method

WhatsApp Zoho CRM integration

71. Click on POST

Zoho CRM WhatsApp integration

72. Under URL, enter the URL on where the node will make the request to

Connecting Zoho CRM with WhatsApp

73. Toggle the button for Send Headers

Zoho CRM WhatsApp integration

74. Under Header Parameters > Name, enter your desired name. Here, I’ve chosen to type “Authorization”.

Zoho CRM and WhatsApp integration

76. You can also proceed in renaming this node. Here, I’ve chosen to rename it to “WhatsApp: Welcome message in Spanish”

WhatsApp and Zoho CRM integration

77. Click on Rename

Synchronizing Zoho CRM with WhatsApp

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.

How to integrate Zoho CRM and WhatsApp

79. Type “HTTP Request”

Synchronizing Zoho CRM with WhatsApp

80. Click on HTTP Request…

WhatsApp and Zoho CRM integration

81. Click on the dropdown button under Method

Zoho CRM and WhatsApp integration

82. Click on PATCH

WhatsApp Zoho CRM integration

83. Under URL, enter the URL on where the node will make the request to

Zoho CRM WhatsApp integration

84. Your Workflow is now completed.

Connecting Zoho CRM with WhatsApp

Table of Contents

Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

ajkasjdlaspng

Latest from Blog