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Superchat + Zoho CRM

Add new Zoho CRM leads as Superchat contacts and send them WhatsApp messages

Empower your sales managers by adding WhatsApp as a sales channel. Once this template is active, whenever you have a new Zoho CRM lead, they will be added to Superchat automatically. Then, they will be added to a contact list and receive a WhatsApp message via Superchat.

Empower your sales managers by adding WhatsApp as a sales channel. Once this template is active, whenever you have a new Zoho CRM lead, they will be added to Superchat automatically. Then, they will be added to a contact list and receive a WhatsApp message via Superchat.

  1. When this happens...
    Zoho CRMZoho CRM
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this...
    SuperchatSuperchat
    Find a Contact

    Search for a Contact.

    ActionSearch
  3. then do this...
    SuperchatSuperchat
    Create Contact

    Creates a new contact.

    ActionWrite
  4. then do this...
    SuperchatSuperchat
    Add Contact to Contact List

    Adds a contact to a contact list.

    ActionWrite
  5. then do this!
    SuperchatSuperchat
    Send WhatsApp Template

    Sends a whatsapp template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
superchat logo
superchat logo

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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