WOZTELL + Zoho CRM

Send whatsapp template messages with WOZTELL for new contacts in Zoho CRM

Streamline your sales communication with this efficient workflow. Whenever you add a new contact in your Zoho CRM, a personalized WhatsApp message will be promptly sent via WOZTELL. This ensures that your latest clients immediately receive your warm welcome or vital information, enhancing your customer service while minimizing manual tasks in your sales process.

When this happens...
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Send WhatsApp Template Message
Use this to send WhatsApp template messages to your customers.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact 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
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- WOZTELL Instagram ChannelRequired
- Channel EnvironmentRequired
- Triggered messagesRequired
Trigger
Instant
Try It
- WOZTELL ChannelRequired
- Channel EnvironmentsRequired
- Triggered messagesRequired
Trigger
Instant
Try It
- How to get the WOZTELL member id
- Choose between memberId or recipientId
- WOZTELL channelRequired
- Tree idRequired
- Node idRequired
- PreactionRequired
- ResponseRequired
- PostactionRequired
Action
Write
- How to get WOZTELL member id
- Instagram Channel
- Member IdRequired
- Message TypeRequired
Action
Write
- info
- WOZTELL ChannelRequired
- Customer Phone numberRequired
- Message TypeRequired
Action
Write
- How to get WOZTELL member Id
- Member IdRequired
- Opt-OutRequired
Action
Write
- How to get the WOZTELL member id
- Member IdRequired
- LanguageRequired
Action
Write

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
Polling
Try It
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
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- WOZTELL Facebook ChannelRequired
- Channel EnvironmentRequired
- Triggered messagesRequired
Trigger
Instant
Try It
- WOZTELL Webchat ChannelRequired
- Channel EnvironmentRequired
- Triggered messagesRequired
Trigger
Instant
Try It
- How to get the member Id
- Member IdRequired
- Active LiveChatRequired
Action
Write
- How to get WOZTELL member id
- Channel NameRequired
- Member IdRequired
- Message TypeRequired
Action
Write
- How to get the WOZTELL member Id
- WebChat channelRequired
- Member IdRequired
- Message typeRequired
Action
Write
- Customer Phone numberRequired
- WOZTELL ChannelRequired
- TemplateRequired
- Template LanguagesRequired
Action
Write
- test
- Member IdRequired
- Tag nameRequired
- Add or RemoveRequired
Action
Write