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Zoho CRM integration with zoho books and WhatsApp

  • Posted:
  • Proposals: 61
  • Remote
  • #4527205
  • OPPORTUNITY
  • Open for Proposals
Yassine A.Mikhail I.Robert W.Mukul D.Arun B. + 56 others have already sent a proposal.
  • 3

Description

Experience Level: Expert
I need integrate all my channels in the zohoCRM
whatsapp
e-commerce integration
abandoned cart notifications
social media instagram and Facebook
emails
create a pipeline with all the sales steps
create a chatbot to the clients
CRM training for the team

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Clarification Board Ask a Question

  • Eight Veer Ltd

    Hello Priscila, when a customer first contacts you through WhatsApp and later places an order, should Zoho CRM automatically recognise them as the same customer and update their sales stage, with Zoho Books receiving the relevant customer and invoice details?

    To get started, we'd need your Zoho CRM and Books plan details, WhatsApp Business API status, your preferred sales stages, and authorised access through Zoho's user invitations. A sample customer journey would also help us configure things correctly.

    Once we've confirmed the scope and access, we can move straight into the agreed setup.

  • VCONN P.

    Hi Priscila!

    Alongside the integrations, are you looking for someone to configure your existing Zoho setup, or would you also like help mapping out the complete sales workflow—from the first enquiry to conversion and follow-up?

  • Mahmood U.

    Which e-commerce platform are you currently using, and do you already have active Zoho CRM and Zoho Books accounts?

  • Meng L.

    1.Which Zoho products do you already pay for: CRM only, or also SalesIQ, Campaigns, Books, or Commerce?
    2.Which shop should connect: Shopify, WooCommerce, or something else? Which country and currency are the orders in?
    3.Is the WhatsApp number already a WhatsApp Business account, and do you use the official WhatsApp API or a provider such as WATI or Twilio?
    4.For an abandoned cart, how long after the customer leaves should the message go out, and should it be email, WhatsApp, or both?
    5.Should Facebook and Instagram messages open a new lead, or attach to a contact that already exists with the same phone or email?