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Automate your WhatsApp messaging through Zoho workflows to send personalized customer communications triggered by specific business events. This guide walks you through setting up a workflow that sends WhatsApp messages automatically.

Setting Up Zoho Workflows for WhatsApp

1

Access Workflow Settings

Navigate to SettingsAutomationWorkflow Rules in your Zoho CRM.Workflow Settings
2

Create a New Workflow Rule

Click on Create Rule and select the module you want to trigger the workflow from (Contacts, Deals, Leads, etc.). Give your workflow a descriptive name and define when it should execute (on record creation, edit, or on a scheduled basis).Create Workflow Rule
3

Configure Trigger Criteria

Set up the conditions that will trigger the workflow. For example, you might want to send a WhatsApp message when a Contact Stage changes to “New Lead” or when a Deal reaches a specific stage.Trigger Configuration
4

Add the EazyBe WhatsApp Action

In the workflow actions section, select messageonWhatsApp from the available actions. This is the EazyBe integration action that enables WhatsApp messaging.Add WhatsApp Action
5

Configure Sender Phone Number

Select the phone number that will send the WhatsApp messages. This must be a phone number that is already connected to your EazyBe account.Configure Sender
6

Compose Your Message

Write your message content using dynamic Zoho fields to personalize the communication. You can use merge fields like $First_Name, $Company, or any other Zoho field to create personalized messages.Compose Message
7

Review and Activate

Review all your workflow configurations to ensure everything is set up correctly. Once verified, save and activate the workflow to start sending automated WhatsApp messages.Review and Activate
The workflow will automatically send WhatsApp messages whenever the trigger conditions are met. Make sure your EazyBe account is properly connected and the sender phone number is active.
Use personalization tokens like $First_Name to make your automated messages feel more personal and increase engagement rates.

Need Help?

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