To proceed you must have a Callbell account and a Zoho CRM account.
This extremely useful and interesting tool offers different types of solutions to all customers. Among the proposed functions, we find the complete management of users and potential customers, the possibility of entering the information you wish to save and which is necessary to complete the profile of a specific customer. We also mention the management of tickets, interactions by e-mail, messages received on social and live chats. In short, this is really a perfect tool for support, sales and call center teams.
One of the major advantages presented by this tool is the possibility to download a free version with all the basic CRM functions that a company could need. This possibility makes it extremely attractive for both small and medium-sized businesses that are looking for a simple and cost-effective solution to implement.
1) Create a Callbell account and integrate WhatsApp
2) Create an account in Zoho CRM.
Once this is done, you can start using the Callbell API documentation to link your WhatsApp Business account to Zoho CRM according to your needs.
One of the most common use cases for companies that want to link WhatsApp to Zoho CRM is contact management and synchronization. These operations are possible thanks to the section of the Callbell API documentation dedicated to contacts.
With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of Zoho CRM (and vice versa).
When a “zap” is triggered, Zapier can perform a specific action, (such as creating a new contact in a CRM).
If your IT equipment is impractical, or you want to save valuable implementation time, you can use the official Callbell integration in Zapier to connect WhatsApp with Zoho CRM . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier.
This allows companies to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven’t already done so, first you’ll need to:
1) Create a Callbell account and integrate WhatsApp
2) Create an account in Zoho CRM
3) Create a Zapier account
Once this is done, you will only have to link Callbell and Zoho CRM with Zapier and program the necessary “ zaps ” for the operations you want.
What is Callbell?
What is Zoho CRM?
This tool offers a wide variety of functionalities: sales, marketing, customer service, inventory management, contact management, integrations, etc. Everything is placed in a centralized control panel that allows you to view all the information. In order to facilitate tasks, it also has an intelligent assistant that uses AI and Deep Learning to offer recommendations and predictions.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
