You can send the WhatsApp template by creating a workflow rule.
Instant Button-Based Template Transmission
Send the WhatsApp templates instantly using buttons.
Direct Module Integration
Sending Whatsapp temples from Leads and Contacts modules directly.
Detailed Template Tracking
You can see the templates inside of the record as a related list like how many templates were sent to the respected customer/client and track message delivery and read receipts.
Effortless API Verification
Once the Extension is installed, you can verify the MessageBird API from the settings widget page.
Comprehensive Log Visibility
You may view all of the logs that you sent to customers/clients in a separate custom module.
Prerequisites
Prerequisites
You must be the Zoho CRM's super admin.
Zoho CRM Professional edition or higher is required.
You must either already have a MessageBird account or create one.
Support
Frequently asked questions
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Customer Support Notifications
Notify customers about ticket updates, resolutions, or requests for additional information through WhatsApp integration with Zoho Desk.
Lead Nurturing Campaigns
Use WhatsApp workflows to send personalized messages to nurture leads and guide them through the sales funnel.
Event Invitations and Reminders
Send WhatsApp invitations for webinars, events, or product launches, and follow up with reminders to increase participation.
Post-Purchase Engagement
Share thank-you messages, feedback requests, or cross-sell opportunities after a purchase, enhancing customer relationships.
Abandoned Cart Recovery
For e-commerce businesses integrated with Zoho CRM, use WhatsApp to remind customers about items left in their carts.
Team Collaboration and Task Updates
Notify internal teams about deal progress, task completions, or urgent CRM updates via WhatsApp for better coordination.
Personalized Greetings
Automate birthday, anniversary, or festive greetings to build stronger customer relationships.
Feedback and Surveys
Collect customer feedback or conduct surveys through WhatsApp to understand user satisfaction and improve services.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
