Introducing an efficient way to enhance your communication strategy with Zoho CRM – automated WhatsApp messaging. With this integration, you can effortlessly send WhatsApp messages when new contacts are added to your Zoho CRM. Say goodbye to manual notifications and hello to “Effortless Messaging in Zoho with WhatsApp.” This seamless connection streamlines your workflow and ensures that you’re always in touch with your leads and customers.
1. Under “Choose a Trigger” click on the “When this happens…” dropdown button
2. Type “New contact”
3. Click on New Contact
4. Under “Choose an Action” click on the “automatically do this!” dropdown button
5. Type “Send message to new chat”
6. Click on Send Message to New Chat
7. Click on Connect My Apps
8. Click on “New Contact in Zoho CRM”
9. Click on Sign in
10. A new window will open allowing you to select/enter your Zoho Domain
11. Click on “Send Message to New Chat in TimelinesAI”
12. Click on Sign in
13. A new window will open allowing you to enter your Token
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