WhatsApp Zoho CRM Integration

Make your Zoho CRM interactive with WhatsApp Integration by Picky Assist

Send and receive text messages, images, documents, and videos from WhatsApp messages with contacts in Zoho CRM modules, without having to use WhatsApp Web.

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Watch Zoho CRM In Action

Nobody Integrates WhatsApp seamlessly and tighter than us with Zoho CRM. Watch How Zoho CRM & WhatsApp together in action to make your business conversation organized and automated through WhatsApp

Unique Features

Seamless Integration

Send WhatsApp to contact in any module (including custom modules) of Zoho CRM by just tapping a button, if there are any previous chat conversation you can also see the same within the Zoho CRM. No more redirection to WhatsApp Web or Desktop.

Live Chat

Interact with your Zoho contacts in real-time basis using our integrated live chat system, you can send and receive text, media, documents in real-time without leaving the Zoho CRM.

Send Personalised Bulk Messages

Select multiple contacts to send personalized mass messages through WhatsApp, just select the contacts then type your message or select from the saved templates to send mass messages in just a tap.

Support WhatsApp Official API & Templates

Those who are approved by WhatsApp Official through Picky Assist can connect their account with Zoho CRM to send and receive messages including WhatsApp approved template messages.

Quick Replies

No more manual typing of the message , just save message templates for easy reuse with dynamic variables from your Zoho CRM modules for sending personalized messages in just a tap. Our unique feature supports saving templates with Image, Video, Documents, and a keyword shortcut “/” to insert quick replies.

Automation & Work Flows

Send WhatsApp automatically when some events happen in your CRM like a new lead created, a record is edited or updated or any other conditions as set by you in your workflow automation.

Sales Signal (Notifications)

Get notified within the Zoho CRM using Sales Signal when someone sends you a WhatsApp the lead owner will get a notification in the Zoho CRM.

Roud-robin Lead Allocation & Auto Record Creation

Our unique round-robin lead allocation helps you to distribute the new leads coming from the WhatsApp equally to all sales members. When a new contact who is not in your Zoho CRM sends you a message the extension creates the record automatically and allocate to CRM Users automatically.

Proactive Messaging

Start a conversation right from your Zoho CRM , send pre-approved WhatsApp templates or session messages, no more redirection to WhatsApp Web or Desktop App.

Custom Development

There are 100+ ways the Zoho CRM can be used by businesses and all use cases can’t be built as standard features so we offer customisation as per your requirements, like writing custom functions, integrating into other Zoho Product's or any features you specifically need to automate your business.

Requirements

  • Picky Assist Valid Subscription
  • Zoho CRM Adon Activated
  • Zoho CRM Standard or above account

Pricing


Starting From $14 per month


You should always have a valid Picky Assist Plan & WhatsApp Channel to use Adon

Getting Started

Please find the below step by step process to get started with Picky Assist & Zoho CRM

Step
1

Create A Free Account

Create a Free account https://pickyassist.com on verifying the email address your account will be credited with $2 for testing the services.

Step
2

Create A Project

Then create a project from the Picky Assist Web control panel and connect a Channel .From the Left Sidebar Drop Down & Click "Create New Project" then buy and activate the Zendesk Adon

Step
3

Login Into Zoho CRM Account

Login into Zoho CRM Account and visit Marketplace search for Picky Assist App and Install

Step
4

Connect Picky Assist Project with Zoho CRM

Connect Picky Assist Project with Zoho CRM and configure the Zoho CRM Picky Assist Integration

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