Introduction:

ValueFirst Digital developed a marketplace application to cater those customers who are using Zoho CRM and using ValueFirst WhatsApp API to send messages to their customers.

Key Features:

• Single WhatsApp account can be configured.
• Facility to manage WhatsApp templates.
• WhatsApp templates can be fetched with a single click.
• You can send WhatsApp messages from Contact, Companies, Deal and Ticket modules.
• WhatsApp templates support text and rich media.
• Bulk and single message send facility, also you can send trigger-based notification using Zoho Workflows.
• Delivery report is available for WhatsApp channel in Contact Activity.
• WhatsApp inbound messages are visible in Contact activity.

Pre-requisites

For WhatsApp channel APIs required.

Installation

• Install “ValueFirst for Zoho CRM” application from Zoho Marketplace.
• After installation, WhatsApp account using Username and Password. If require any help, please contact partnerships@vfirst.com
• Send WhatsApp DLR Webhook and WhatsApp Inbound Webhook to ValueFirst sales/support team for configuration of delivery report and WhatsApp inbound messages.

Delivery and Inbound Webhook:

You can copy webhook from here and share with ValueFirst sales/support team. Go to Marketplace All -> Installed -> click ‘Configure.’

WhatsApp configuration:

Go to Marketplace All -> Installed -> click ‘Configure’

Update the WhatsApp Username, Password and Number

Auto Fetch WhatsApp Template

Go inside the contact or respective module, click on “Send WhatsApp” button from Leads, Contacts and Accounts module. You can choose Approved Templates.

Send WhatsApp Message

Go inside the contact or respective module, click on “Send WhatsApp” button from Leads, Contacts and Accounts module. You can choose templates and phone fields here.

For bulk WhatsApp message select the list of Leads, Contacts or Accounts from grid and click on same button.

i.e., “Send WhatsApp”, choose template (Enter the media URL or select from system if required) and click on send.

WhatsApp Report

After sending the message transaction data can be seen in “WhatsApp History” custom module.

Inbound Message

Setup Zoho Workflow for WhatsApp Channel:

Under “Workflow Action”, choose Send VF WhatsApp

You can choose template and phone fields here and click Save.