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This guide helps you diagnose and resolve common issues with Zoho workflows for WhatsApp messaging through EazyBe.

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Workflow Integration Requirements

To use workflows successfully with Zoho, ensure the following prerequisites are met:
1

Install Zoho Workflow Integration

Ensure the user has the Zoho workflow integration installed and properly configured.Workflow Integration
2

Create and Manage Workflows

Once installed, proceed with creating and managing workflows through the Zoho automation settings.

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Message Sender Configuration

Workflow messages in Zoho are always sent from either the contact owner’s WhatsApp number or the lead owner’s WhatsApp number. Make sure the appropriate owner is assigned to each record.
Message Sender Configuration

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Delivery Requirements

For workflow messages to be delivered successfully through Zoho, ensure the following:

EazyBe Extension

The user must have the EazyBe extension/app installed on their device

Zoho Integration

The Zoho integration must be properly connected with EazyBe
Delivery Requirements

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Avoiding Wrong Recipients

To prevent messages being sent to the wrong recipient:
1

Include Country Code

Make sure the phone number includes the correct country code (e.g., +1 for USA, +91 for India).
2

Verify Number Format

Double-check the number format before saving it in Zoho. Remove any spaces, dashes, or special characters.
Incorrect phone number formatting is one of the most common causes of workflow message delivery failures.

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Media File Size Limits

Media files have a size limit. To ensure successful delivery:
1

Check File Size

Verify that your media file size does not exceed 15MB.
2

Compress Large Files

Compress or resize larger files before attaching them to workflows.
Media File Requirements
Use online compression tools or reduce image resolution to keep file sizes under the 15MB limit while maintaining acceptable quality.

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Need Help?

If you have any questions or need further assistance, feel free to reach out to our support team at [email protected].