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WOZTELL + Zoho CRM

WOZTELL + Zoho CRM

WOZTELL + Zoho CRM integrations

Send WhatsApp template messages in WOZTELL for new Zoho CRM leads

Sending welcome messages, an NPS, friendly reminders, or anything you can imagine is possible using WhatsApp and WOZTELL. Once this template is active, whenever you have a new Zoho CRM lead, you can send them a WhatsApp message via WOZTELL automatically.

When this happens...
New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Send WhatsApp Template MessageUse this to send WhatsApp template messages to your customers.
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More things you can do with Zoho CRM and WOZTELL

Discover other triggers and actions you can use with Zoho CRM and WOZTELL

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- WOZTELL Instagram Channel
  Required
- Channel Environment
  Required
- Triggered messages
  Required
Trigger
Instant
Try It
- WOZTELL Channel
  Required
- Channel Environments
  Required
- Triggered messages
  Required
Trigger
Instant
Try It
- How to get the WOZTELL member id
- Choose between memberId or recipientId
- WOZTELL channel
  Required
- Tree id
  Required
- Node id
  Required
- Preaction
  Required
- Response
  Required
- Postaction
  Required
Action
Write
- How to get WOZTELL member id
- Instagram Channel
- Member Id
  Required
- Message Type
  Required
Action
Write
- info
- WOZTELL Channel
  Required
- Customer Phone number
  Required
- Message Type
  Required
Action
Write
- How to get WOZTELL member Id
- Member Id
  Required
- Opt-Out
  Required
Action
Write
- How to get the WOZTELL member id
- Member Id
  Required
- Language
  Required
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- WOZTELL Facebook Channel
  Required
- Channel Environment
  Required
- Triggered messages
  Required
Trigger
Instant
Try It
- WOZTELL Webchat Channel
  Required
- Channel Environment
  Required
- Triggered messages
  Required
Trigger
Instant
Try It
- How to get the member Id
- Member Id
  Required
- Active LiveChat
  Required
Action
Write
- How to get WOZTELL member id
- Channel Name
  Required
- Member Id
  Required
- Message Type
  Required
Action
Write
- How to get the WOZTELL member Id
- WebChat channel
  Required
- Member Id
  Required
- Message type
  Required
Action
Write
- Customer Phone number
  Required
- WOZTELL Channel
  Required
- Template
  Required
- Template Languages
  Required
Action
Write
- test
- Member Id
  Required
- Tag name
  Required
- Add or Remove
  Required
Action
Write

About WOZTELL

WOZTELL is a conversational platform to manage and automate customers’ communications on WhatsApp Cloud API, Facebook, Instagram and Webchat

Related categories

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Send whatsapp template messages with WOZTELL for new contacts in Zoho CRM

Send whatsapp messages in WOZTELL for new module entries in Zoho CRM