Zoho CRM FAQs

Suggest Edits

Question: Can WhatsApp, Telegram and WeChat be integrated with Zoho CRM?

Response: Yes, you can use Gupshup WhatsApp Messaging with Zoho CRM app to enable WhatsApp messaging directly through Zoho CRM. It is easy to install and free to use.

Question: How do I set up the Gupshup WhatsApp Messaging with Zoho CRM app?

Response: You can follow the steps in the user guide Zoho CRM Integration to install and setup the Zoho Integration.

Question: How much time does the installation and setup take?

Response: If you have an existing WhatsApp for Business account with Gupshup, you just have to setup your account on the Zoho CRM extension. It will take you less than 15 minutes to setup and get running. If you are yet to setup your WhatsApp for Business account with Gupshup, it will take 10 additional minutes to setup. Our setup process is fast and easy.

Question: How can I send WhatsApp messages using the Zoho CRM integration?

Response: Once you are done setting up our Gupshup WhatsApp Messaging for Zoho CRM app and added your Gupshup credentials, click on “WhatsApp Message” button available on the Leads / Contact / Accounts / Deals pages on the details and list page. You can click on this button and then send a WhatsApp Template Message. You can refer to the user guide for further assistance: Two way WhatsApp messaging

Question: How do I send bulk WhatsApp messaging to my leads, directly from Zoho CRM?

Response: Once you install the Gupshup WhatsApp Messaging for Zoho CRM app from Zoho Marketplace, select the contacts you want to send WhatsApp messages to on the Leads / Contact / Accounts / Deals list pages and click on the “WhatsApp Message” button. For further assistance, follow the user guide Bulk Messaging or contact support.

Question: How many contacts can I message in one go?

Response: There is no restriction on the number of messages you can send to different contacts in one time. You can reach out to as many customers as you want.

Updated 7 months ago