Documentation
Everything you need to set up and use WhatsApp Messenger for Zoho CRM
Watch the demo #
A six-minute walkthrough: Coexistence, setup, a live send and reply, chatting from a record, templates, the inbox, Mass Send and workflow automation.
Also on YouTube: [YouTube URL of the demo video]
Set up WhatsApp in Meta #
A two-and-a-half-minute walkthrough of every step in Meta: the app, phone number IDs, the permanent token, publishing and the webhook.
Guides #
User GuideFor reps and agents: chat from records, templates, merge fields, the inbox and Mass Send.
Admin GuideFor CRM admins: install, Meta WhatsApp setup, tokens, webhook, templates and workflows.
Meta WhatsApp setupStep by step: Meta app, phone number, IDs, permanent token, payment method and webhook.
Help & FAQTroubleshooting, error messages, limits and how to contact support.
Use CasesLead response, reminders, documents, support inbox and campaigns, with the setup for each.
SupportEmail us or book a call: Monday to Friday, 9:00 to 18:00 Eastern Time.
Quick start #
- InstallFrom the Zoho Marketplace, for the profiles that need it.
- Connect MetaAdd your number with its Phone number ID, WABA ID and access token.
- WebhookPaste the Callback URL and Verify Token into Meta and subscribe.
- SendOpen any record, click Chat and send your first message.