Dynamic WhatsApp Labels allow you to automatically organize your WhatsApp contacts based on real-time Zoho CRM data. Once set up, these labels are created and updated automatically, giving your team immediate visibility into key customer segments directly within WhatsApp—without any manual effort.
This feature ensures that your WhatsApp communication stays aligned with the most current customer information in Zoho.
About Dynamic Labels
Dynamic Labels are WhatsApp labels generated and maintained based on rules you define using Zoho properties. When a contact in Zoho matches the criteria you specify, they are automatically added to the corresponding WhatsApp label. If a contact no longer meets the criteria, they are removed.
This ensures all labels remain accurate and up to date.
Creating a Dynamic Label
Follow the steps below to create a new Dynamic WhatsApp Label:
1. Provide a Label Name
Enter a clear, descriptive name for the label.
Examples:
New Leads
VIP Customers
High-Value Prospects
2. Select a Zoho Module and Property
Choose the Zoho module you want to use (e.g., Contacts) and select a property within that module.
Examples include:
Lifecycle Stage
Deal Stage
Region
Lead Status
3. Set the Condition
Define how the selected property should be evaluated:
is equal to
is not equal to
contains
does not contain
4. Enter a Value
Specify the value that the property must match.
For example, if you selected Lifecycle Stage, you may enter:
Customer
Marketing Qualified Lead
Lead
5. Save the Label
After saving:
A new label is automatically created in your WhatsApp account.
All contacts that meet the criteria are added.
The label continues to update automatically as data changes in Zoho.
Benefits of Dynamic Labels
Automated Organization: No need to manually manage labels.
Real-Time Sync: Labels update as Zoho records change.
Improved Message Targeting: Communicate with the right customer segment every time.
Increased Efficiency: Reduces time spent searching or manually categorizing contacts.