How to integrate WhatsApp Business API with Zoho CRM?

1. Create a template on Interakt, which would be sent as soon as the lead is created on Zoho CRM. 2. Copy the ‘template code name’. You will find the template name in the URL of the above template page. In the above example, the template code name is welcome_lead_1. It is the portion of the URL between ‘template/’ and ‘/view’. 3. Go to your Zoho CRM account page -> Settings -> Automation -> Workflow Rules -> Create Rule 4. Select Module as ‘Leads’ and give a name to the Rule. Then Click on ‘Next’. 5. Next, you need to select WHEN you want the WhatsApp notification to be sent. Since the usecase is for sending a WhatsApp notification as soon as a lead is created on Zoho CRM, you should choose ‘On a record action’ followed by ‘Create’. Then click on ‘Next’. 6. Next you need to select WHICH leads you want the rule to apply to. Since the usecase if for sending a WhatsApp Notification to any lead that gets created, you may simply choose ‘All Leads’ and click on ‘Next’. 7. Next, you need to define the Action that should be performed when the Lead is created in Zoho CRM. Since the usecase is for sending the WhatsApp notification immediately, we will choose ‘Instant Actions’ and within that, we will choose ‘Webhook’. 8. Then select ‘New Webhook’ in the popup that opens. 9. Provide any name for the Webhook. 10. Choose Method as ‘POST’ 11. Provide the ‘URL to Notify’ as https://api.interakt.ai/v1/public/message/ 12. Select ‘Authorization Type’ as ‘General’. 13. Then add a parameter under ‘Custom Parameters’. Give ‘Parameter Name’ as Authorization. Give ‘Parameter Value’ as Basic . To get your go to https://app.interakt.ai/settings/developer-setting and copy the Secret Key from there. 14. Choose ‘Body Type’ as ‘Raw’ and ‘Format’ as ‘JSON’.

How to figure out if the WhatsApp Notification was sent / delivered / read / failed?

Since you are using code (Template Send API Calls) to send the WhatsApp notification, you won’t find the ‘message status statistics’ on your Interakt dashboard. We can send you the ‘message status statistics’ in the form of ‘webhooks’ to a Webhook URL provided by you. Along with the Webhook URL you would need to send a Secret Key for the URL as well.

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How to get Zoho WhatsApp Integration Setup?

June 10, 2024

APIs & Integrations, Solutions

Zoho CRM is a powerful, cloud-based customer relationship management platform designed to streamline business operations and enhance customer interactions. It offers a comprehensive suite of tools that allow developers to create custom applications, automate workflows, and integrate seamlessly with third-party services.

Integrating Zoho CRM with Interakt can significantly enhance your customer engagement and management capabilities.

Key Benefits of Zoho CRM and Interakt Integration

• Automatically sync customer data, contacts, and communication records between Zoho CRM and Interakt, ensuring that both platforms are always up-to-date.

• Send Automated WhatsApp Templates whenever a new User/Deal is Created/Updated

• Automate repetitive tasks, such as creating leads in Zoho CRM from Interakt conversations or updating customer information across both platforms.

Steps to Integrate Zoho CRM with Interakt

1. Sign Up and Login: Ensure you have active accounts on Zoho CRM & Interakt. If you have an existing Interakt account, click here to Login and head over to Integrations section.

2. Select ZOHO CRM: In the Integration section, select zoho CRM and proceed ahead.

3. Select the Workflow Template: Choose the available Template Workflows and install the same.

4. Connect Zoho CRM and Interakt: Once you have installed the Workflow, then click on Edit Settings

• Zoho CRM: Authenticate your account by providing the necessary API keys or credentials.

– Interakt: Authenticate your account similarly.

5. Flow Configuration: Under Flow configuration, Map the relevant data fields between Zoho CRM and Interakt to ensure that the information is transferred correctly. For example, map the “First Name”, “Last Name”, “Full Phone Number”, “Email”, and other contact details.

6. Activate the Workflow: Activate the workflow to enable real-time synchronization and automation.

Steps to do on ZOHO CRM

1. After the Workflow is Configured and Activated, head back to the Connect section to copy the Webhook URL which will be configured on ZOHO CRM

2. Login to your Zoho CRM account and head to the Settings section

3. Under Settings, click on Workflow Rules.

4. Select your existing Workflow rule or create a new rule

5. Edit the Rule Settings and configure the Webhook URL generated on Interakt for the particular Zoho Workflow selected and Save

Note:

– Ensure method is “POST”

– Body has this json added: {“id”:”${Leads.Lead Id}”} or {“id”:”${Deals.Deal Id}”} basis on Leads or Deals module that you are updating

Your WhatsApp Zoho Integration would now be completed. Test the workflow to ensure that the integration is working as expected. Create a test Deal in ZOHO CRM and verify that the Template is triggered as intended.