How to Use Zoho CRM and WhatsApp to Increase Your Sales
How to Use Zoho CRM and WhatsApp to Increase Your Sales

How to Use Zoho CRM and WhatsApp to Increase Your Sales

Yogesh Narayanan

Table of Contents

As one of the leading communication platforms in the world, WhatsApp has grown into a dominant force in all business sectors. Several prominent businesses choose to use WhatsApp as their primary communication tool and it is now the most used messaging app in the world. To get the complete benefit of WhatsApp Business APIs, businesses should look to integrate the application into their CRM tools. This will make the customer journey seamless for users and will help businesses to build strong customer relationships.

Why you should integrate your CRM with WhatsApp Business

There are several benefits to integrating WhatsApp Business with your CRM. For example, your brand can consolidate data on its existing customers and new contacts. Integrating WhatsApp will make your customer experience seamless as it allows you to understand the history of a customer and provide personalized content and product offerings. Integrating a CRM with WhatsApp Business will also help in improving customer retention and building meaningful customer relationships. Therefore, it is important to choose CRMs with the WhatsApp integration feature. One such CRM is Zoho, it can help you implement an effective WhatsApp business strategy for your business.

Suggested Read: Instagram vs WhatsApp: Which social media platform is best for your business

WhatsApp Business + Zoho CRM: Why this integration will boost your sales

Zoho is one of the leading CRM providers in India and it helps businesses manage their sales, marketing and communications efficiently. With the integration feature in Zoho CRM and WhatsApp, businesses can not only manage customer engagement but also drive sales and close more deals. Once you integrate your WhatsApp Business account with your Zoho CRM, your employees will be able to connect with your customers directly from Zoho and streamline your sales and customer management processes. By enabling WhatsApp automation in your Zoho CRM, you can also automate your sales cycle and reduce the time to complete the sales process. Businesses can also send personalized WhatsApp messages from the Leads and Contacts modules by adding customized variables and, broadcast with a pre-approved WhatsApp template, add parameters to the template and send WhatsApp messages in bulk directly from Zoho CRM.

Send Personalized WhatsApp Message with Zoho CRM

Five Features of Zoho + WhatsApp Integration any business will love

By now, it should be clear that integrating WhatsApp with a Zoho CRM will offer massive benefits to a business. The following are some of the most prominent features that businesses can enjoy with a Zoho WhatsApp integration:

Check WhatsApp messages delivery status from inside Zoho CRM

One of the best benefits that your Zoho CRM WhatsApp integration can offer is the ability to track the delivery status of messages within the CRM tool. This feature allows you to view the status of delivery and unread messages directly from the dashboard. Hence, it helps you to reduce the time and effort involved in tracking message delivery status and it is crucial for businesses to ensure that their customers receive the right information.

Enable bulk messages from inside CRM

A Zoho WhatsApp group link can also be used to send bulk messages to your customers. This feature allows you to send a predefined message to all the subscribers inside your CRM tool. Moreover, you can also manage the settings from the inside of your CRM and choose a message template. Since Zoho helps you plan your template, you can create a template based on various messages that your business can use to engage with your customers.

Easily automate WhatsApp replies & actions

Zoho is also a superior CRM that allows your employees to easily automate responses and actions on WhatsApp messages. For example, your Zoho CRM can respond with automated messages to a customer inquiry from a team member on WhatsApp. Since Zoho is integrated with WhatsApp, you can easily handle your customer queries and inquiries quickly. Moreover, your CRM will also automate the required actions like deleting a message, forwarding a message or deleting a group.

Seamless multi-device & multi-platform support

One of the best features of integrating your WhatsApp into a Zoho CRM is that you will be able to seamlessly use WhatsApp Business on all your devices. Hence, your staff will be able to send instant messages to your customers from any device, be it desktop or mobile devices. This feature will ensure that your business is connected to your customers no matter where they are.

Easily plan your WhatsApp marketing strategies

By creating a Zoho-WhatsApp campaign, your business can plan superior marketing strategies. With a well-planned campaign, you can target your audience based on several parameters and can develop high-quality content for your business. This will help your business engage with your customers, build relevant customer relationships and improve your overall sales.

Read: 8 WhatsApp Business Best Practices to Boost Your Revenue

How to add WhatsApp to Zoho CRM? A step-by-step guide

If you wish to integrate your WhatsApp Business API with your Zoho CRM, follow these steps:

  1. Go to Zoho CRM settings at the top-right corner and click on Actions.
  2. On the Actions page, click on the Functions tab in the top section.
  3. In the Functions section, click on Configure Functions and choose the Write Your Own link.
  4. In the following form, fill the details for the New Function & map the argument in the Edit Argument section.
  5. Get the Function body from your WhatsApp Business Service Provider and save the function.
  6. Go to the Leads Details page & click the three dots at the top right corner and select Create Button.
  7. Fill in the details and select the newly created Function to the button and you are done.

You can watch this video for a more detailed walkthrough on how to send personalized WhatsApp messages from Zoho CRM.

Use Zoho CRM with WhatsApp in a few minutes with Gallabox

Integrating your Zoho CRM with a WhatsApp solution provider is a big task. To swiftly get this process started you can partner with a leading WhatsApp Business Partner like Gallabox. Gallabox can help you integrate WhatsApp with Zoho CRM in a matter of minutes. All you have to do is to provide your details to the Gallabox team. After that, they will work in conjunction with the Zoho team to help you add your WhatsApp Business account to your Zoho CRM.

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