New contact follow-up
Start a WhatsApp message when a new contact is added in Zoho CRM, so new contact activity can begin your follow-up.
Zoho CRM to WhatsApp Integration
Send a WhatsApp message when a new contact is added in Zoho CRM. Jotform's integration uses the message details you configure, helping you start follow-up with context from the contact record.
Zoho CRM
New Contact
WhatsApp
Send Message
Avantages
Contact details in each message
Use information from the new CRM contact in the WhatsApp message instead of typing the same details into a separate message.
Message personalization
Choose the contact information used in the WhatsApp message so the message reflects the new contact that started the workflow.
Start contact follow-up
Use contact creation in Zoho CRM as the starting point for the message. Review the message details during setup before you activate the workflow.
How to connect Zoho CRM to WhatsApp
Create the workflow
Click Create Automation to add this Zoho CRM to WhatsApp workflow to your account.
Connect your accounts
Connect Zoho CRM and WhatsApp so the workflow can read new contacts and send messages.
Customize and activate
Adjust the message details, test the workflow, and activate it when you are ready.
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DiscoverZoho CRM
New Contact
WhatsApp
Send Message
FAQ
It sends a WhatsApp message when a new contact is created in Zoho CRM. You configure the message details during setup and test the result before activating the workflow.
It watches for a new contact in Zoho CRM and then sends a WhatsApp message tied to that contact. The workflow handles the handoff between the two services for you.
Use this workflow to send a WhatsApp message when a new contact is added in Zoho CRM. Configure the message for your follow-up process and check it during testing.
Yes. This is a ready-made workflow with the main steps already set up, so you can add it to your account and prepare it for your own use.
Click Create Automation, connect Zoho CRM and WhatsApp, then customize the message details to match your needs. After that, test the workflow and activate it when everything looks right.
Ready to use this automation?
Start with the ready-made workflow, connect your accounts, and customize it for your process.