Zoho Integration – Go4WhatsUp

Zoho Integration – Go4WhatsUp

Zoho Integration – Go4WhatsUp

Overview

The Zoho Integration connects your Zoho CRM with Go4WhatsUp, enabling smooth synchronization of users and leads between both platforms. Once integrated, you can:

  • Sync users and leads in real-time.
  • Send targeted WhatsApp broadcasts.
  • Automatically trigger welcome templates for new leads.

This integration helps you streamline communication, automate lead management, and maintain consistent engagement across WhatsApp and Zoho CRM. 

What You Can Do

  • Connect your Zoho account using valid credentials.

  • Sync users and leads directly into Go4WhatsUp.

  • Filter data by organization, tags, or activity status.

  • Send targeted WhatsApp broadcasts to leads or users.

  • Auto-send greeting templates when new leads are added.

  • Push WhatsApp contacts into Zoho as new leads automatically.

 

Benefits

  • Seamless data alignment between Zoho CRM and Go4WhatsUp.
  • Personalized and timely lead communication.
  • Reduced manual work through automated syncing.
  • Better visibility and tracking of lead engagement.

 

Integration Steps

1. Connect Zoho

  • Navigate to the Zoho Integration screen in Go4WhatsUp.
  • Enter your Zoho CRM credentials or API key.
  • Authorize the connection to enable data sync.

2. User Sync

  • Fetch a list of Zoho users directly from the integration screen.
  • Apply filters such as organization or activity status to narrow down users.
  • Synced users appear in the Users Tab in Go4WhatsUp.

 3. Lead Sync

  • Import leads from Zoho into Go4WhatsUp.
  • Use filters such as organization or tags for refined control.
  • Synced leads are displayed under the Leads Tab.

 4. Set Greeting Templates

  • Choose a WhatsApp greeting template to send automatically when a new lead arrives.
  • Configure templates per organization for better personalization.

 5. Global Settings

  • ON → Auto-send greeting templates for new leads.

  • OFF → No automated greetings are sent.

 6. Logs

  • Access the Logs Section to track which leads received templates.
  • Use logs for auditing or troubleshooting automation.

 

Zoho Integration Screen – Overview

Section

Description

Credential Section

           Enter Zoho CRM credentials or API key.

Users Tab

           Displays synced Zoho users.

Leads Tab   

           Lists imported Zoho leads.

Filter Options

           Filter by organization, activity status, or tags.

Greeting Templates

           Configure templates for each organization.

 

Lead Welcome Configurations

  • ON → Automatically send greeting templates when new leads arrive.

  • OFF → Disable automatic greetings.

 Logs Section

  • Displays a timeline of when Go4WhatsUp triggered welcome templates.
  • Helps maintain audit records and verify template delivery.

 

Use Cases

🏡 Real Estate Example

A real estate agency integrates Zoho CRM with Go4WhatsUp. When a new lead submits a Zoho form, they instantly receive a WhatsApp greeting message with project details.

💬 CRM Sync Example

A real estate company syncs Zoho leads with Go4WhatsUp. When a new property inquiry arrives via WhatsApp, it’s automatically pushed to Zoho as a lead, and the customer receives an instant welcome message.

 

Tips & Best Practices

  • Always keep Zoho credentials updated to avoid sync interruptions.
  • Use organization-specific templates for personalized engagement.
  • Review lead logs weekly to ensure templates trigger correctly.
  • Avoid excessive broadcasts — use filters to target active or recent leads only.

 

 



    • Related Articles

    • Frequently Asked Questions (FAQ) about WhatsApp Business API

      1. What is the WhatsApp Business API? The WhatsApp Business API is a service that enables businesses to interact with customers on a larger scale through WhatsApp. It allows for automation, customer support, and integration with business systems, ...

    • Steps to Unsubscribe from Your Plan in Go4WhatsUp:

      Steps to Unsubscribe from Your Plan in Go4WhatsUp: Log in to your Go4WhatsUp account. Go to the Manage Package section. Open the Package Details of your current plan. Click on the three dots (⋮) option. Select Unsubscribe. Select a reason for ...

    • How to Upgrade Your Plan in Go4WhatsUp ?

      Steps to Upgrade Your Plan in Go4WhatsUp: 1. Log in to your Go4WhatsUp account. 2. Go to the Manage Package section. 3. Open the Package Details of your current plan. 4. Click on the three dots (⋮) option. 5. Select Upgrade. 6. Choose your preferred ...

    • To assign a collaborator to a particular group:

      1. Go to **Manage Group**. 2. Click the **pencil icon** (edit). 3. Next to **Collaborator**, click the **+ icon**. 4. Select the collaborator you want to add.

    • Steps to Log in to Your Go4WhatsUp Account ?

      Steps to Log in to Your Go4WhatsUp Account: 1. Open your browser and search for “Go4WhatsUp”. 2. Go to the official Go4WhatsUp login page. 3. Enter the registered mobile number (the one provided at the time of purchasing the plan). 4. An OTP will be ...