Send WhatsApp message for new Zoho CRM leads

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Get this template

Apps used in template

Zoho CRM

WhatsScale - Whatsapp Automation

About

Respond to new leads instantly without manually sending WhatsApp messages. This template automatically detects when a new lead is created in Zoho CRM and sends them a WhatsApp message through WhatsScale. This is ideal for businesses that want to acknowledge inquiries immediately, send welcome messages, or start conversations with potential customers the moment they appear in the CRM. How it works:

Zoho CRM detects a newly created lead
The scenario extracts the lead’s phone number and name
WhatsScale sends a personalized WhatsApp message to the lead automatically This automation helps businesses improve response time and engagement with potential customers. Instead of waiting for a sales representative to manually send messages, every new lead receives an instant acknowledgment. WhatsScale’s built-in message throttling ensures messages are sent safely within WhatsApp rate limits, even when multiple leads are created in a short period. Requirements: A WhatsScale account with a connected WhatsApp session and a Zoho CRM account where leads are being collected. Built by WhatsScale — [email protected]

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Tag to a CRM Contact

Adds a tag to an existing contact in your WhatsScale CRM

Action

Add a Tag to a Record

Adds an existing or a new tag to a record.

Action

Add a User

Adds a new user.

Action

Check a WhatsApp Number

Check if a phone number has a WhatsApp account

Action

Create a CRM Contact

Creates a new contact in your WhatsScale CRM with phone number, name, and tags.

Action

Create a Tag

Create a new tag.

Action

Create an Object

Creates a new object.

Action

Delete a CRM Contact

Permanently deletes a contact from your WhatsScale CRM. This action cannot be undone.

Action

Delete a Related Record

Deletes a related record.

Action

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