WhatsApp and Zoho CRM integration

12.06.23 10:15 PM By David
Community Management

Zoho has taken an important step in improving the customer experience by recently introducing a native Zoho CRM integration with WhatsApp Business. This integration allows businesses to connect with their customers more effectively through a popular and widely used messaging platform. With the integration of Zoho CRM and WhatsApp Business, sales and customer service teams can interact with customers in a faster and more personalized way, resulting in improved customer satisfaction and a boost in sales. In addition, the integration also enables the tracking of customer conversations, helping businesses better understand their needs and preferences so they can offer products and services tailored to them. 

Some of the key functionalities offered by this integration are: sending and receiving messages from the CRM, history of exchanged messages, sending and receiving voice messages, sending and receiving promotional messages in bulk, generating automatic notifications and reminders, and sending and receiving messages from the CRM.

As for limitations, there are a few things to keep in mind: if you want to use an existing phone number, the owner of the line must go through a porting process with the phone company to release the desired number. This process can be tedious and take about a month. In addition, integration with an existing phone number prevents access to WhatsApp or WhatsApp Business applications from that phone number, you will only be able to access from the CRM. Also, it does not allow you to make or receive voice calls or video calls, only exchange written messages and voice messages.

The basic requirement for the integration is to have a Facebook Business Suite account. The duration of the integration process is approximately 10 hours and includes the gathering of requirements with the client, the implementation of the integration, the creation of related lists in CRM modules, quality tests and customer support.

The cost of using the WhatsApp Business platform varies by country. It is charged for individual conversations with a duration of 24 hours from the time initiated by the user. The price depends on the category of the conversation: marketing, utility, authentication or service.

In summary, the integration of Zoho CRM with WhatsApp Business provides a great advantage to small and medium-sized businesses, as it allows them to communicate with their customers on a large scale in a centralized way from their CRM, and is an excellent tool to improve customer relationships and increase efficiency in managing interactions, thus strengthening brand reputation and boosting business success.

David