In this article, we will explain how your business can connect WhatsApp with Zoho CRM, using the Callbell API .
To proceed, you must have a Callbell account and a Zoho CRM account .
WhatsApp <--> Zoho CRM
What is Zoho CRM?
This very interesting tool offers a range of complete solutions to its customers. Among the features that we can obtain, we have the complete management of users and potential customers. You will Exploring Amazon: The Essentials be able to add all the data you want to complete customer information, ticket management, email conversations, messages on social networks and live chat. This tool then becomes ideal for support, sales and call center teams.
One of the most interesting things about this tool is the possibility to download a free version with all the CRM features that a business may need.
WhatsApp <--> Zoho CRM
What is Callbell?
Callbell is a SaaS platform focused on communication between companies and customers through messaging applications . It is a collaborative chat tool to which companies can associate their Facebook page , a WhatsApp account through the WhatsApp Business API , Instagram business and Telegram , to centralize support channels and offer a better experience to the end customer. All in a single centralized solution.
How to Integrate WhatsApp with Zoho CRM – Primary Method
If you haven't already, you'll first need to:
1) Create an account in Callbell and integrate WhatsApp
2) Create an account in Zoho CRM .
Once that's done, you can start using Callbell's API documentation to link your WhatsApp Business account to Zoho CRM as per your needs.
One of the most common use cases for companies that want to link WhatsApp to Zoho CRM is contact management and synchronization. This is possible thanks to the section of the Callbell API documentation dedicated to contacts.
It will thus be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of Zoho CRM (and viceversa).