How to Send WhatsApp Message on Zoho CRM using Tellephant

November 25, 2021
How to Send WhatsApp Message on Zoho CRM using Tellephant

Follow this step-by-step guide to install and use Tellephant on your Zoho CRM to send WhatsApp messages to your contacts and leads.

Step 1: Login to your Zoho Account

zoho login

Step 2: Once logged in, click here to open the Tellephant extension

Tellephant Zoho App

Step 3: Accept the terms and authorize Tellephant to use your Zoho data and click “Continue

Tellephant Zoho App

Step 4: Select the Users or Profiles to install the extension and click “Confirm

Tellephant Zoho App

Step 5: Once installed you will be able to see this page

Tellephant Zoho App

We are halfway done! Now, let’s connect your account to send a WhatsApp Message to your contacts

Step 6: Click “Contacts” on the top bar

Tellephant Zoho App

Step 7: You will now be able to access all the contacts in your CRM. Select a target contact you want to send a WhatsApp message to

Zoho Contacts

Step 8: Once the contact is visible, click on the “Send WhatsApp” button on the top right

Zoho Contact

Step 9:
 Enter your API key on the pop-up login screen 

Tellephant Zoho App

Step 10: To find your API key,
login to your Tellephant account in a new tab

Step 11: Once logged select API from the sidebar

Tellephant Dashboard

Step 12:
Copy your “API key

Tellephant API

Step 13: Return to the Zoho Tab (Step 9), paste your API Key and click on Login

Tellephant Zoho App

Step 14:
Once you log in select the WhatsApp Template you want to send to your contact

Tellephant Zoho App

Step 15: Select the correct country code, phone number from Contact data and match the variables data you would like to send. Click on Send Message

Tellephant Zoho App

Step 16: You will receive a success message if it has been sent successfully

Tellephant Zoho App

Step 17:
Check your WhatsApp to verify the message and template


Contact us if you have more questions



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