# 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

![](https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlJChpzcxtwOYGcBd1q%2F-ME2glJUyot5VaK0r0K_%2F-ME2jyHYCwAXIRDpdV78%2Fzoho-workflow.png?alt=media\&token=c66a38f6-491c-42c0-8187-dbd0fae2d0c1)

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

![](https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlJChpzcxtwOYGcBd1q%2F-ME2glJUyot5VaK0r0K_%2F-ME2k1dy4sGKOYK2Pfsh%2Fwork-flow-new-rule.png?alt=media\&token=ec875564-4934-49e3-ac9c-e56bcfc7882e)

####

#### 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 %}

![](https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlJChpzcxtwOYGcBd1q%2F-ME2glJUyot5VaK0r0K_%2F-ME2kGpyl4yO7SSDxmZn%2Fworkflow-actions.png?alt=media\&token=2a2f0253-e200-4717-9252-5229f8d2a14d)

#### 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 %}

![](https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlJChpzcxtwOYGcBd1q%2F-ME2glJUyot5VaK0r0K_%2F-ME2lC0UB_4BTGoy-GOL%2Fworkflow-conditions.png?alt=media\&token=689048e6-94ef-4703-89ce-5f047457fa65)

#### 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 %}

![](https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlJChpzcxtwOYGcBd1q%2F-ME2glJUyot5VaK0r0K_%2F-ME2n2uaKaQovch_zNNJ%2Fworkflow-webhook.png?alt=media\&token=9a9accb9-304f-43d9-a6e2-335fc943d4b6)

#### 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>" %}