Embedded Files
The Zoho Integration for WhatsApp Web connects your Zoho CRM with WhatsApp to manage, track, and streamline customer interactions. Zoho Integration for WhatsApp Web.
Extension Features
Effortlessly create CRM records directly from WhatsApp Web with the integrated extension.
Access CRM information for customers while using WhatsApp Web, ensuring you have relevant details at your fingertips.
Assign labels, add tags, and update CRM records seamlessly from within WhatsApp Web, enhancing your record management.
Or else you can use the Simple notes to add the status and priority for the application.
Extension Installation
Go to Chrome Web Store and install the extension.
Kindly log in to your WhatsApp web account and proceed with installation.
Extension Settings
After installing the chrome extension select the mobile number field to find the record within the WhatsApp web.
Once the chrome extension is installed, you can authorize the Zoho CRM to connect CRM with the WhatsApp web. Or else you can use the Simple notes to add the status and priority for the application.
Extension Working
You can track the activity of the WhatsApp chats by adding the Status, Priority and add relevant notes within the Simple Note.
You can also create a record directly from whatsApp web within your CRM.
You can see all the CRM information you have stored for that record within the WhatsApp web.
Create your own labels for the contacts to keep a track of them. You can also assign the record owner within the CRM directly from the WhatsApp web.
You can also add notes directly from the WhatsApp web which will be synced within your CRM. To have the overview of the WhatsApp conversation.
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