Send WhatsApp message for new Zoho CRM leads
Send WhatsApp message for new Zoho CRM leads
Apps used in template
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.
Adds a tag to an existing contact in your WhatsScale CRM
Adds an existing or a new tag to a record.
Adds a new user.
Check if a phone number has a WhatsApp account
Creates a new contact in your WhatsScale CRM with phone number, name, and tags.
Create a new tag.
Creates a new object.
Permanently deletes a contact from your WhatsScale CRM. This action cannot be undone.
Deletes a related record.
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Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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