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Zoho CRM: Send WhatsApp messages with Workflow Rules

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Getting started

Overview
Kaleyra Platform Interface
Create a Kaleyra Platform Account
Sign In to Kaleyra Platform Using Two Factor Authentication(2FA)
Onboarding onto Kaleyra
Settings
Callback Profiles

SMS

Overview
Templates Overview
Request an SMS Report
SMS Logs
Uploaded Reports
Configure SMS Settings
- Daily Limit
Automatic blacklisting of contacts on directory
Receive Message
- Configure Receive Message
- View Configurations and Logs

WhatsApp

Overview
Find your Facebook Business Manager ID
- Manual Signup
- Embedded Signup
  - Automated WhatsApp Number Registration
Adding a new WABA ID
Add a Number
WhatsApp Business | Message Templates
WhatsApp Number Messaging Limits and Quality Rating
WhatsApp Address Message
WhatsApp Pay
WhatsApp Business Message Limit
Request a WhatsApp Report
- WhatsApp Tabular Report
- WhatsApp Summary Reports
WhatsApp Analytics - Logs
Manage your WhatsApp Channel
- WhatsApp Dashboard
- WhatsApp API V2 Configuration for Callback

Email

Overview
Enable Email Channel Widget
Request an Email Report
- Email Reports
Email Logs

Chatbot

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Onboarding
Navigate Chatbot
Chatbot Dashboard
Autoresponder
Infobot
Databot
Enterprise Chatbot
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Advanced Chatbot
GenAIBot
Build Media and Interactive Messages in Chatbot
Request a Chatbot Report
- Chatbot Tabular Reports

Video

Overview
Technical Requirements
Environment Setup
Inbound Call
Accessibility Report

Voice

Overview
Numbers
Adding Credits
Click to Call
Kaleyra Flow Builder
- Dynamic Variables for FlowBuilder
Voice Manager
Generate Report with Recording Details

Campaigns

Overview
SMS Campaign
WhatsApp Campaign
Voice Campaign
- Launch a Voice Campaign
- Draft Voice Campaign

URL Shortener

Overview
Single URL Shortener
Bulk URL Shortener
URL Shortener in SMS
URL Shortener in WhatsApp
URL Shortener in Email
Download or Delete Files with Bulk Shortened URLs

Flow Builder

Overview
Flow Builder Templates
Widget Library
Trigger Flow using Webhook and Voice Call
Trigger Flow using Outgoing Call
Missed Call Flow
Flow Builder Logs
Supported Text-to-Speech Languages

Verify

Overview
Create a Verify Template
Create a Verify Configuration
API Collection
Generate OTPs
Validate OTPs

Numbers

Overview
Subscribe Number
Number Statuses
Number Listing Page
Long Codes and Short Codes

Fallback

Overview
Onboarding
Navigate to Fallback Page
Fallback Dashboard
Fallback Analytics

Conversation Analytics

Overview
Conversation Analytics

Conversations

Overview

Subaccounts

Overview
- Sub-account Services
Manage Subaccounts
Credits History
- View Credits History
- Download Credits History Report
Credits Usage
- View Credits Usage
- Download Credits Usage Report
Reports
- View Downloaded Reports
- Generate Summary Report

Communicate Pro

Overview
Campaigns
Lists
Broadcasts
Multivariate Test Broadcast
Interactive Programs
View and Export Messages
Coupon Service
Reports
- List Upload or Update Results

APIs

Overview

SMS APIs

Overview
/message endpoint
/sms endpoint
SMS Callback
- Callback Request using Callback Profiles
SMS Error Codes
SMS Status and Status Trace Codes

WhatsApp APIs

Overview
WhatsApp API V1
WhatsApp API V2

Voice APIs

Overview
Click to Call API
Outbound Calling API
Call Recording Extraction API
Call Log Pull API
Dynamic Variables for DLRURL
Callback Profiles in Voice APIs
Voice Error Codes

Email APIs

Overview
Send Single Email
Short URL in Email API Request for a single contact
Send Batch and Bulk Emails
Add Dynamic Values in Email API Using Params field
Use Templates in Email API
Get stats and Get logs in Email API
Use Webhook in Email API
Email Error Codes

Platform APIs

Overview
Subaccounts
Billing
- Get Account Billing or Usage Details
- Response Codes and Statuses
Callback Profiles

NUMBER APIS

Overview
List the Available Numbers for Subscriptions
Subscribe a Number
List the Subscribed Numbers
Unsubscribe a Number
Resubscribe a Number
Documents ID and Description for Numbers

Blocklist APIs

Overview
Get Blocklist
Change Blocklist Status for Number
Blocklist Error Codes

FALLBACK APIS

Overview
Invocation API

Lookup APIs

Overview
HLR Lookup
GET API Lookup
POST API Lookup

URL Shortener APIs

Overview
Create a URL Shortener
Get All URL List
Get an Individual URL
Get URL Analytics Data
Delete a Shortened URL
URL Shortener Callback

Consent Management APIs

Overview

Integration Partners

Overview
LeadSquared SMS
LeadSquared WhatsApp
- Kaleyra WhatsApp with LeadSquared
WebEngage SMS
- Configure Kaleyra SMS on WebEngage
- Create SMS Campaign on WebEngage
WebEngage WhatsApp
ORACLE Eloqua SMS
ORACLE Eloqua WhatsApp
- View Kaleyra.io Configuration on ORACLE Eloqua
- Send WhatsApp Messages
CleverTap SMS
- Configure Provider for SMS
- Launch an SMS Campaign
CleverTap WhatsApp
Zoho CRM SMS
Zoho Desk SMS
Zoho SMS Campaigns
Zoho WhatsApp
- Zoho CRM: Send WhatsApp messages with Workflow Rules
  - Configure Workflow Rules and Send WhatsApp
  - View Workflow Rules Usage
MoEngage SMS
- Kaleyra SMS Integration with MoEngage
- Create SMS Callback
MoEngage WhatsApp
Braze SMS
- Kaleyra SMS Integration with Braze
Zapier
Shopify SMS
Shopify WhatsApp
HubSpot SMS
HubSpot WhatsApp
Oracle Responsys MMS
Freshchat WhatsApp Connector
- Integrate Freshchat with Kaleyra WhatsApp
- Send WhatsApp Messages to Freshchat

FAQs

FAQs
- Video API FAQs

Release Notes

Release Notes

Zoho CRM: Send WhatsApp messages with Workflow Rules

Updated 12 days ago

Zoho WhatsApp

Configure Workflow Rules and Send WhatsApp