Create Zoho CRM module for new message received in WATI
WATI + Zoho CRM Integration
Zoho CRM + WATI Integration
Connect Zoho CRM to WATI in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
Message is received in WATI Instant- Reply is received to sent message in WATI Instant
- Contact is created in WATI
- Message is read in WATI Instant
- Message is delivered in WATI Instant
2.
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Send WATI message for updated Zoho CRM module
Zoho CRM + WATI Integration
Create Zoho CRM module for new WATI contact
When a new contact is created in your WATI, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.
So go ahead and set up this integration - it will make your life much easier!
See moreSo go ahead and set up this integration - it will make your life much easier!
Create WATI contact for new Zoho CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Zoho CRM - WATI integration, anytime a new Zoho CRM contact is created, an WATI contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Zoho CRM - WATI integration, anytime a new Zoho CRM contact is created, an WATI contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send WATI message for new Zoho CRM contact
Anytime a new contact is added to your Zoho CRM, automatically send them a message through WATI letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Zoho CRM - WATI integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Zoho CRM - WATI integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Create Zoho CRM contact for new WATI contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this WATI - Zoho CRM integration, anytime a new WATI contact is created, an Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this WATI - Zoho CRM integration, anytime a new WATI contact is created, an Zoho CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Module entry is created/updated in Zoho CRM > Check any condition > Send session message from WATI
Zoho CRM + WATI Integration
When Module entry is created/updated in Zoho CRM > Check any condition > Send template message from WATI
Zoho CRM + WATI Integration
When Module entry is added in Zoho CRM > Check any condition > Send session message from WATI
Zoho CRM + WATI Integration
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Who Is This Integration For?
Sales Teams
Marketing Agencies
Customer Support
Real Estate Agents
Event Organizers
Sales Teams
Sales teams often struggle to follow up with prospects promptly after new leads are captured in ZohoCRM. They need a streamlined way to initiate conversations to boost conversion rates.
Marketing Agencies
Marketing agencies handle multiple campaigns for clients and need to ensure that every inquiry or lead resulting from these campaigns receives immediate attention. Sending timely messages from ZohoCRM data is crucial to maintaining client satisfaction.
Customer Support
Customer support teams need to manage a high volume of inquiries and leads, often resulting in delayed responses. Connecting ZohoCRM with Wati can help ensure quick follow-ups, thus improving customer satisfaction.
Real Estate Agents
Real estate agents deal with numerous client inquiries and often miss out on timely communication when leads come in through their CRM system. They need efficient ways to send important information instantly.
Event Organizers
Event organizers get flooded with registration details and inquiries leading up to events. They need a way to quickly communicate important information, like event updates, to interested attendees sourced from ZohoCRM.
What Can You Automate With Zoho CRM + WATI
Send Instant WhatsApp Message for New ZohoCRM Contact
Whenever a new contact is created in ZohoCRM, you can automatically send a customized WhatsApp message via Wati. This ensures your prospects hear from you immediately without the need for manual intervention.
Notify on WhatsApp for Updated Lead Status
Get real-time updates via WhatsApp when a lead’s status changes in ZohoCRM. You can stay informed about lead progress and promptly take necessary actions while on the go.
Remind Clients About Upcoming Meetings via ZohoCRM and Wati
When you schedule a meeting in ZohoCRM, use Wati to send an automated WhatsApp reminder to your clients. This keeps everyone prepared and reduces no-show rates.
Send Campaign Follow-up Messages from ZohoCRM
After a marketing campaign is logged in ZohoCRM, trigger a series of follow-up messages through Wati to nurture your leads. This helps maintain engagement without manually managing each follow-up.
Share Event Updates Automatically Using ZohoCRM and Wati
Use your ZohoCRM event registrations to automatically send event updates and reminders via WhatsApp. You ensure attendees have the latest information, reducing confusion and improving attendance rates.
And much more...
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Zoho CRM
ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
WATI
WATI is a Customer Communication Platform on WhatsApp. The technology enables brands to manage their customer experience, connect with millions of customers on WhatsApp and automate their business processes.
