Zoho CRM: Send WhatsApp messages with Workflow Rules

Zoho CRM is a robust CRM software. It provides a scalable and user-friendly interface. Zoho CRM acts as a single repository to bring sales, marketing, and customer support together.

Integrate WhatsApp using the Kaleyra plugin with Zoho CRM allows you to send WhatsApp messages to leads, contacts, or accounts with a hassle-free interface.

Also, you can send WhatsApp messages through the Kaleyra plugin in Zoho CRM using Workflow Rules.

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Prerequisites

The following are the prerequisites for sending WhatsApp messages with Workflow rules in Zoho CRM:

• Installation of Kaleyra plugin from Zoho Marketplace. To register a new account on kaleyra.io, contact the Kaleyra Support team.
• Active WhatsApp plan within your kaleyra.io account.
• An approved WhatsApp template, before using it on the Zoho CRM.

The topics contain the following sections:

• Configure Workflow Rules and Send WhatsApp
• View Workflow Rules Usage