WhatsApp for Zoho CRM: Send Messages, Automate Workflows and Manage Conversations
Spellty connects Zoho CRM and WhatsApp, allowing your team to automate messages, manage customer conversations, and access CRM information without switching between applications.
Automate WhatsApp Messages from Zoho CRM Workflows
📌 Prerequisite
An active Spellty Messaging workspace is required to automate WhatsApp messages from Zoho CRM Workflows.
Create your workspace:
https://portal.spellty.com/onboarding-messaging
Automate WhatsApp communication directly from Zoho CRM workflows. Send personalized WhatsApp messages when leads are created, deals are updated, or customer actions occur in Zoho CRM. Improve response times, streamline follow-ups, and maintain consistent customer engagement without manual intervention.
View WhatsApp Conversation History Inside Zoho CRM
Access complete WhatsApp conversation history directly within Zoho CRM records. Sales and customer support teams can view previous WhatsApp interactions alongside Leads, Contacts, and Deals, providing full customer context and helping teams deliver more personalized experiences.
Access Zoho CRM Records While Chatting on WhatsApp
View and synchronize Zoho CRM records directly inside WhatsApp conversations with Spellty Connect. Access Leads, Contacts, Deals, Tasks, Calls, and custom fields while chatting, enabling agents to work with real-time CRM data without switching between applications.
Send WhatsApp Messages to Contacts, Leads and Deals from Zoho CRM
📌 Prerequisite
An active Spellty Messaging workspace is required to send WhatsApp messages from Zoho CRM.
Create your workspace:
https://portal.spellty.com/onboarding-messaging
Step 1: Select Records and Click Send WhatsApp Message
From the Contacts, Leads, or Deals list view in Zoho CRM, select one or more records and click Send WhatsApp Message. This action opens the Spellty wizard, allowing you to prepare and send WhatsApp template messages to multiple recipients in just a few clicks.
Step 2: Review the Records Analysis
Spellty automatically analyzes the selected records and validates their phone information before sending any messages. The analysis displays the total number of records processed, records with valid phone numbers, discarded records, and the recipients that are ready to receive your WhatsApp message. Review the results to ensure your campaign is ready to proceed.
Step 3: Configure the Message and Send
Select the Workspace, WhatsApp Channel, and Message Template you want to use. Once the configuration is complete, click Send Message to deliver your approved WhatsApp template to all eligible recipients directly from Zoho CRM.
Installation Guide
Step 1: Install Spellty from Zoho Marketplace
Start by installing the Spellty WhatsApp Integration for Zoho CRM. Click the installation link below and authorize the application using your Zoho CRM administrator account.
Step 2: Grant Required Permissions
Review and approve the permissions required by Spellty to access your Zoho CRM data. These permissions allow the integration to synchronize CRM records, automate WhatsApp messages, and display customer information inside conversations.
Step 3: Connect Your Spellty Account
To activate the integration, connect your existing Spellty account by clicking Authorize. If you are new to Spellty, click Signup to create an account and complete the onboarding process before returning to Zoho CRM.
