Connectly.ai + Zoho CRM

Send whatsapp template messages via Connectly.ai for new Zoho CRM contacts

Effortlessly engage with new contacts from Zoho CRM by sending them a personalized WhatsApp message via Connectly.ai. With this automation, every time you add a new contact in Zoho CRM, a tailored WhatsApp message is sent through Connectly.ai, making it easier to welcome and update your contacts without manual intervention. Stay connected while saving time and maintaining consistency in your communication.

When this happens...
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerScheduled
automatically do this!
Send a WhatsApp Template Message
Send a WhatsApp template message through your connected WhatsApp Business Account on Connectly.ai
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Button Response
Trigger
Instant
Try It
- Phone numberRequired
- Message TextRequired
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- Delivery Status
Trigger
Instant
Try It
- Template NameRequired
- LanguageRequired
- Phone Number
- Parameter Name
- Parameter Value
- Campaign Name
Action
Write

About Connectly.ai

Connectly uses AI to simplify how you talk to your customers across WhatsApp, SMS, Facebook Messenger and Instagram. Drive engagement, increase conversions and make customers happy — all from one place.

Related categories

Communication

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Connectly.ai + Zoho CRM

Send whatsapp template messages via Connectly.ai for new Zoho CRM contacts

Supported triggers and actions

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Message Created

Send a WhatsApp Message

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Delivery Status

Send a WhatsApp Template Message

About Connectly.ai

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces