With the WhatsApp integration and the resulting Messages module coming soon to customers from Zoho directly, it is a good time to clarify a few important points, amidst all the excitement and anticipation.
- This integration is with WhatsApp for Business (not the standard WhatsApp)
- You can’t port an existing WhatApp for Business number and will need a new one
- This integration is available with all paid editions of Zoho CRM
- A FaceBook Business Account is required and there is a verification process conducted by WhatsApp
- Post verification, you will need to purchase a number for Zoho CRM (and separately for Zoho Desk if required)
- Once your number is activated (expect 4-5 days) you must link it to your Zoho CRM under Set Up->Channels
- You can then set up your Account preferences to manage messages, especially from unknown users
- There is a charge per message which is around .0005 USD$ but this can differ depending on your country
- You can buy credits and and set up an auto-recharge for your expected messaging requirements
- You can filter messages, create views and predefined text, reply and send attachments
There is a lot more information available on each of the above points so please email me (ravi@mercerlal.com) if you feel WhatsApp integration can benefit your operations and I’d be happy to schedule a call to discuss and progress your requirements.
