# Integrating with Zoho Workflow

This helps you to send messages automatically based on the various events happening in the Zoho CRM. You need to configure this from your **Zoho CRM Settings -> Automation -> Workflow Rules**

{% hint style="info" %}
Let's create a workflow rule which sends an automatic welcome WhatsApp message to the Customer when a new lead is added to the Zoho CRM by any of the CRM Users.
{% endhint %}

You need a Picky Assist Connector URL to complete this integration and the same can be created from **Picky Assist -> Automation -> Connecto**r - [Click Here ](https://pickyassist.com/beta/automation/connector)

#### Creating A Workflow from Zoho CRM Settings -> Automation -> Workflow Rules

![](/files/-ME2jyHYCwAXIRDpdV78)

#### Select the "Module"  give a name to Rule and click "Next" 

![](/files/-ME2k1dy4sGKOYK2Pfsh)

####

#### Select When do you want to execute the flow

{% hint style="info" %}
You can change these settings as per your requirements, now we are going to send a message out when a new record is created in your Zoho CRM. 

You can also configure to send alerts when a data field in your CRM gets edit/ update / delete as well.
{% endhint %}

![](/files/-ME2kGpyl4yO7SSDxmZn)

#### Select Conditions 

{% hint style="info" %}
Conditions allow you to execute the step only when certain conditions are met like the Lead score is less than 20% and the lead owner is a specific user, in this example we are setting no specific conditions so this will apply for all leads.
{% endhint %}

![](/files/-ME2lC0UB_4BTGoy-GOL)

#### Setup Instant Action as Webhook

{% hint style="info" %}
Instant Action allows you to send WhatsApp / SMS messages when all the above conditions are met, You need to select the **"Webhook"** as an Instant Action as shown below 👇
{% endhint %}

![](/files/-ME2n2uaKaQovch_zNNJ)

#### Setting Up the Webhook Action 

Now you need to copy and paste the connector URL from your Picky Assist account here, watch the step-by-step video on how to do this step

{% embed url="<https://youtu.be/EsskhWE2cHk>" %}


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