Integrating WhatsApp with Zoho CRM Using Pabbly Connect: A Step-By-Step Guide

Learn how to integrate WhatsApp with Zoho CRM using Pabbly Connect to automate payment confirmations and contact creation. Follow our detailed tutorial for a seamless setup.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for WhatsApp and Zoho CRM Integration

To integrate WhatsApp with Zoho CRM, we will use Pabbly Connect as the central automation platform. First, sign in to your Pabbly Connect account. If you’re new, you can sign up for free and get 100 tasks every month. After logging in, navigate to the Pabbly Connect dashboard.

Next, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow ‘Send Instamojo Payment Confirmation Message on WhatsApp and Create Zoho CRM Contact’ and select a folder to save it. After setting this up, click on ‘Create’ to proceed with your automation.

Configuring Trigger with Instamojo in Pabbly Connect

The first step in our automation is to set up the trigger. For this, we will use Instamojo as the trigger application in Pabbly Connect. Select ‘Instamojo V1’ as the trigger application and choose ‘New Sale’ as the trigger event. This means that whenever a payment is successfully made, Pabbly Connect will capture the response.

After selecting the trigger application, Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Instamojo account. In your Instamojo smart page, click on the three dots to edit the page. Scroll down to the custom field section and add the webhook URL, selecting ‘Successful Payments’ for the information to be sent.

Testing the Integration Between Instamojo and Pabbly Connect

Once you have configured the webhook in Instamojo, it’s time to test the integration. Go back to your Pabbly Connect workflow, which should now be waiting for a webhook response. Perform a test purchase on your Instamojo smart page to simulate a payment.

• Fill in customer details, including name and email.
• Select a payment method and complete the transaction.
• Return to Pabbly Connect to check for a successful webhook response.

After completing the test purchase, you should see a response in Pabbly Connect indicating that the payment was successful. This confirms that the integration between Instamojo and Pabbly Connect is working correctly.

Sending WhatsApp Confirmation Message Using Pabbly Connect

With the trigger successfully set up, the next step is to send a confirmation message via WhatsApp. Select ‘WhatsApp Cloud API’ as the action application in Pabbly Connect and choose ‘Send Template Message’ as the action event. This action will allow you to send a pre-defined message template to the customer.

Connect your WhatsApp Cloud API account to Pabbly Connect by entering the required details such as the token, phone number ID, and WhatsApp Business Account ID. After connecting, select the template you created for payment confirmation. Map the recipient’s mobile number and other necessary fields such as customer name and payment details.

Creating a Contact in Zoho CRM via Pabbly Connect

Finally, we will create a contact in Zoho CRM for the student who made the payment. Add another action step in your Pabbly Connect workflow and select ‘Zoho CRM’ as the application. Choose ‘Create Contact’ as the action event. This will allow you to save customer information directly into your Zoho CRM account.

Connect your Zoho CRM account to Pabbly Connect by providing the necessary domain information. Map the fields for first name, last name, email, and other relevant details from the Instamojo response. After filling in all required fields, click on ‘Save and Send Test Request’ to finalize the contact creation.

After successfully creating the contact, you can check your Zoho CRM account to verify that the new contact has been added with all the correct details. This completes the automation process using Pabbly Connect, ensuring that customers receive confirmation messages and are added to your CRM seamlessly.

Conclusion

By following this tutorial, you have learned how to integrate WhatsApp with Zoho CRM using Pabbly Connect. This automation allows you to send immediate payment confirmations and keep your CRM updated effortlessly. Enjoy the benefits of streamlined communication and efficient record-keeping!