> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send WhatsApp Messages through a Zoho Workflow

> Set up a Zoho CRM workflow that sends WhatsApp messages through the Eazybe integration when a record meets your conditions.

Use this guide to create a Zoho CRM workflow that sends a WhatsApp message when a contact, lead, deal, or another CRM record meets the conditions you define.

## Before you begin

Make sure you have:

* A Zoho CRM account with permission to create workflow rules.
* The **Zoho trigger** extension installed and showing **Status: Active**.
* Your Zoho CRM account connected to Eazybe.
* The Eazybe extension or app installed for the user who owns the record.
* The recipient's WhatsApp number saved in a Zoho phone field, including the country code.

<Warning>
  The Zoho workflow integration is available on the Eazybe **Scalar Plan**. Messages are sent from the WhatsApp number of the contact or lead owner, so assign the correct owner before the workflow runs.
</Warning>

<Steps>
  <Step title="Confirm the Zoho trigger extension is active">
    In Zoho CRM, open **Setup**, then go to **Marketplace → All → Installed**. Open **Zoho trigger** and confirm that its **Status** is **Active**.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/confirm-zoho-trigger-active.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=a033015d46b8fb4f870229046d1b19c0" alt="Zoho trigger extension details showing an active status" width="1920" height="1080" data-path="images/zoho-workflow/confirm-zoho-trigger-active.jpg" />

    <Note>
      If the extension is not installed, install the Zoho workflow plugin before continuing:

      [https://crm.zoho.com/market/installPrivatePlugin.do?portalName=rajatverma\&nameSpace=zohotrigger\&versionIndex=4520363000000413004](https://crm.zoho.com/market/installPrivatePlugin.do?portalName=rajatverma\&nameSpace=zohotrigger\&versionIndex=4520363000000413004)
    </Note>
  </Step>

  <Step title="Open Workflow Rules">
    Select the **Setup** gear in Zoho CRM. In the **Automation** section, click **Workflow Rules**.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/open-workflow-rules.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=f310f5cc95f27f6effd6cbce76dcbcc6" alt="Zoho CRM Setup page with Workflow Rules under Automation" width="1920" height="1080" data-path="images/zoho-workflow/open-workflow-rules.jpg" />
  </Step>

  <Step title="Create a workflow rule">
    On the **Workflow Rules** page, click **Create Rule**. The **Create New Rule** window opens.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/create-workflow-rule.png?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=0d07930dd5811814138ac2ec78106541" alt="Zoho CRM Workflow Rules page with the Create Rule button" width="1720" height="817" data-path="images/zoho-workflow/create-workflow-rule.png" />
  </Step>

  <Step title="Choose the module and name the rule">
    In **Create New Rule**, select the **Module** that contains the recipients, such as **Contacts** or **Leads**. Enter a recognizable **Rule Name**, add a description if needed, and click **Next**.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/choose-module-and-name-rule.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=85836de36f8c0b95df8a14a8d48ce8c9" alt="Create New Rule window with Module and Rule Name fields" width="1920" height="1080" data-path="images/zoho-workflow/choose-module-and-name-rule.jpg" />

    <Note>
      The phone field and owner used later in the workflow come from the module you select here.
    </Note>
  </Step>

  <Step title="Define when the workflow runs">
    Under **Execute this workflow rule based on**, choose the event that should start the workflow, such as **Record action** and **Edit**. Add the field and value conditions, then click **Next**.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/define-workflow-trigger.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=3803391a5ece4891f13d24ebab5a1651" alt="Zoho workflow trigger configured for a record action" width="1920" height="1080" data-path="images/zoho-workflow/define-workflow-trigger.jpg" />

    <Warning>
      Enable repeat execution only when contacts should receive another message after matching the condition again. Otherwise, the same recipient may receive duplicate messages.
    </Warning>
  </Step>

  <Step title="Add the Eazybe WhatsApp action">
    In the workflow builder, open **Instant Actions → Custom Actions**, then select the Eazybe **MessageOnWhatsapp** action.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/add-message-on-whatsapp-action.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=866492935dfc4e1fe428d73dd891a8bf" alt="Instant Actions menu with the MessageOnWhatsapp custom action" width="1920" height="1080" data-path="images/zoho-workflow/add-message-on-whatsapp-action.jpg" />

    <Note>
      Zoho may show the extension namespace in parentheses after **MessageOnWhatsapp**. Select the action that belongs to the Eazybe integration.
    </Note>
  </Step>

  <Step title="Choose the recipient and enter the message">
    In **Send message to WhatsApp**, open **Select number field** and choose the Zoho field that contains the recipient's WhatsApp number, such as **Phone** or **Mobile**. Enter the message in the text field, then click **Save**.

    <img src="https://mintcdn.com/eazybe/i4srB0uqA_YnTx5u/images/zoho-workflow/choose-recipient-and-message.jpg?fit=max&auto=format&n=i4srB0uqA_YnTx5u&q=85&s=95427d26991385d4f1409a2b99f7da67" alt="Send message to WhatsApp window with the recipient number field options" width="1920" height="1080" data-path="images/zoho-workflow/choose-recipient-and-message.jpg" />

    <Warning>
      Save numbers in international format with the country code. An incorrect or missing country code can send the message to the wrong recipient or prevent delivery.
    </Warning>
  </Step>
</Steps>

## Activate and verify the workflow

Review the trigger, conditions, and **MessageOnWhatsapp** instant action. Click **Save** to activate the workflow, then update a test record so it meets the trigger conditions.

Verify that:

* The intended WhatsApp number receives the message.
* The message is sent from the record owner's connected WhatsApp number.
* The workflow runs only when the configured conditions are met.

<Info>
  Media attached to a workflow message must be no larger than **15 MB**. Compress or resize larger files before testing the workflow.
</Info>

## Troubleshooting

* If the action is missing, confirm that **Zoho trigger** is active and the Zoho account is connected to Eazybe.
* If the message is not delivered, confirm that the record owner has the Eazybe extension or app installed and has an active WhatsApp connection.
* If the wrong recipient receives the message, correct the selected number field and store the number with the appropriate country code.
* If the workflow sends duplicates, review the repeat execution option and the rule conditions.

For more fixes, see [Troubleshoot Workflow](/en/integrations/zoho/troubleshoot-workflow).