Integrating WhatsApp and Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp and Zoho CRM using Pabbly Connect for seamless communication and management. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you must first access Pabbly Connect. This platform serves as the central hub for automating workflows between applications like WhatsApp and Zoho CRM.

Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect to automate the process of sending WhatsApp messages and creating Zoho CRM contacts. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Send Instam Mojo Payment Confirmation Message on WhatsApp and Create Zoho CRM Contacts’.
• Select the appropriate folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section initiates the workflow, while the Action section defines what happens next. Here, we will set up the trigger for Instam Mojo.

3. Setting Up the Trigger with Instam Mojo

Now, we will configure the trigger in Pabbly Connect using Instam Mojo. Select ‘Instam Mojo V1’ as the trigger application and choose the event as ‘New Sale’. This event will capture successful payment notifications.

Pabbly Connect will provide you with a webhook URL. Copy this URL to connect Instam Mojo with Pabbly Connect. Navigate to your Instam Mojo account and edit the smart page you created for course payments.

• In the edit page section, find the Custom Field option and enable ‘Add Webhook’.
• Paste the webhook URL you copied from Pabbly Connect.
• Select ‘Successful Payments’ as the information to be sent.

After saving these settings, return to Pabbly Connect and test the webhook by making a sample purchase to ensure the integration captures the payment response.

4. Sending WhatsApp Messages Using WhatsApp Cloud API

With the trigger successfully set up, the next step involves sending a WhatsApp message using the WhatsApp Cloud API in Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

To connect the WhatsApp Cloud API, you need to provide the required credentials such as Token, Phone Number ID, and WhatsApp Business Account ID. These details can be obtained from your WhatsApp Cloud API setup.

Copy and paste the Token, Phone Number ID, and WhatsApp Business Account ID into the respective fields in Pabbly Connect. Select the template name you created for payment confirmation. Map the recipient’s mobile number and other dynamic fields from the Instam Mojo response.

After filling in the required fields, send a test request to verify that the WhatsApp message is successfully delivered to the specified number.

5. Creating a Contact in Zoho CRM

The final step in this integration process is to create a contact in Zoho CRM using Pabbly Connect. Select ‘Zoho CRM’ as the action application and choose ‘Create Contact’ as the action event.

To connect Zoho CRM, you need to paste your domain and authorize the connection. Once connected, you will be prompted to enter various details such as Lead Source, First Name, Last Name, Email, and Phone Number.

Map the data from the Instam Mojo response to the respective fields in Zoho CRM. For the first name and last name, you may need to split the full name using a text formatter action in Pabbly Connect. Test the connection to ensure that the contact is created successfully in your Zoho CRM account.

Once the test is successful, you will see the new contact added in your Zoho CRM, confirming that the integration works seamlessly.

Conclusion

In this tutorial, we covered how to integrate WhatsApp and Zoho CRM using Pabbly Connect. This automation streamlines the process of sending payment confirmations and managing contacts effectively. By following these steps, you can enhance your business operations significantly.