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Setup Time: 20 minutes | Difficulty: Medium | Zoho Edition: Professional+
Requires: WhatsApp Business API (WABA)

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The Problem

Manual follow-ups are inconsistent and time-consuming.

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The Solution

Zoho workflow rules automatically trigger WhatsApp messages.
Zoho workflow WhatsApp

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Step-by-Step Setup

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Part 1: Create Message Template

1

Create Template in Eazybe

Navigate to WABA → Message Templates → + New Template
Hi {{1}}, thanks for your interest in {{2}}! 
Our team will reach out within 24 hours.
2

Submit for Approval

Wait 24-48 hours for Meta approval

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Part 2: Create Zoho Workflow Rule

1

Go to Workflow Rules

In Zoho: Setup → Automation → Workflow Rules
Zoho workflow rules
2

Create New Rule

Click + Create Rule → Select module (Leads, Contacts, Deals)
Create workflow rule
3

Set Trigger

Choose when to trigger:
  • On record create
  • On record edit
  • On field update
  • Date/time based
Workflow trigger
4

Add Webhook Action

Instant Actions → Webhook → Configure Eazybe endpoint
Webhook configuration
5

Activate Rule

Save and activate the workflow rule

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Common Workflow Examples

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New Lead Follow-up

Trigger: Lead created
Action: Send WhatsApp welcome message

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Deal Stage Change

Trigger: Stage changed to "Proposal Sent"
Action: Send WhatsApp with proposal details

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Troubleshooting

  1. Check rule is active
  2. Verify trigger conditions are met
  3. Check webhook URL is correct