Getting Started
Get start with Zoho CRM & WhatsApp Integration
About Zoho CRM
A market leader for more than a decade, Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. Join over 150,000 Zoho CRM customers who are happily growing their businesses with awesome customer relationship management. Read More
Prerequisite
Before we begin please make sure you have the followings items ready with you 👇
Zoho CRM Account (Free Version will not work but Enterprise Trial will work)
Zoho CRM Adon Enabled in your PIcky Assist Account (Settings ->App->Zoho CRM)
Connecting a WhatsApp Channel
Before you begin with Zoho CRM integration make sure you connect a WhatsApp channel to your Picky Assist account, our Zoho CRM integration works only with WhatsApp Channels
Connecting WhatsApp Web AutomationConnecting WhatsApp Cloud APIInstalling the Zoho Extension
Once a WhatsApp Channel is connected to your Picky Assist account hen you need to install the Picky Assist Extension for Zoho CRM in your Zoho CRM Account. Click Here to Install the Extension from Zoho Marketplace.
If you have already installed the extension then please make sure it's updated to get the most out of the features.
Agree with both terms and click "Continue" as shown below 👇
Select the user Profiles for whom the extension needs to be installed and click on "Confirm" as shown below 👇
Click the "Authorise" button to connect Zoho CRM with Picky Assist Account as shown below 👇
Login Into Your Picky Assist Account
Select the Project you would like to connect with Zoho CRM
Please make sure the project is enabled with WhatsApp Channel & Zoho CRM Adon. We have 7 days trial for the Zoho CRM extension.
Now Picky Assist project is successfully connected with Zoho CRM, click on "Finish" to complete
Sharing WhatsApp Channel with Zoho CRM
After the Zoho CRM extension is installed you need to go to your Picky Assist Account to share the channel with Zoho CRM to do this More Menu -> Settings -> App -> Zoho CRM
Please note that only WhatsApp Channel works with Zoho CRM
Click on the Settings gear icon below
A popup will open and you need to select the channels you would like to share with Zoho CRM and click on the "Update" button
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