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Zoho

Before integrating Zoho CRM, make sure you are on Professional Plan or above. If not, click here.

Installing Gallabox Extension on your Zoho Account

  1. 1.
    In Gallabox, Go to "Integration" and click on the "Zoho CRM" App in the available integration apps. You will see "Connect" button to proceed with the Integration.
  1. 2.
    You will be navigated to our Extension on the Zoho App Marketplace. Click "Install".
  1. 3.
    Once you click on the "Install", a pop-up will open as shown in the below screen.
If the below pop-up opens up, login to your Zoho Account and then click on "Install".

Configuring your Gallabox Account

  1. 1.
    After Clicking on "Install," if you are redirected to the below screenshot, it means the extension was already downloaded.
  1. 2.
    If the extension was not downloaded earlier, it will redirect you to the below screenshot confirming the installation of Zoho.
  1. 3.
    To add your Gallabox Account to your Zoho Account, click on "Settings" as shown in the below screenshot.
  1. 4.
    Clicking on the "Settings" will redirect you to the window where you have to add the Gallabox Account Id, API Key, and API Secret.
  1. 1.
    You can get "Account Id" under the Settings > Account Details section available in the Gallabox account.
  2. 2.
    You can get "API Key" and "API Secret" under the Settings > API Keys section available in the Gallabox account.
  3. 3.
    Please add the following permissions while creating new API Key or in the existing API Key:
    Contact: MANAGE
    Message: MANAGE
    Template Message: READ
Click on "Configure" after pasting the Account Id, API Key, and API Secret.
Your Gallabox Extension is now ready to send messages from your Zoho's dashboard.

Access Gallabox from your Zoho Dashboard

Send Template Message from Leads, Contacts, Deals, and Accounts View Page

  1. 1.
    On the Lead details in Zoho CRM, click on "Send WhatsApp" button in the upper right as shown in the screenshot.
  1. 2.
    If you haven't signed in on Gallabox, it will ask you to put in your Gallabox account credentials.
  1. 3.
    If you have signed in already, it will ask you to choose the channel with which you want to share the message.
  1. 4.
    Choose from a list of approved templates from your Gallabox account.
  1. 5.
    Preview the templates, add parameter values and press "Send".
Zoho supports the multiple URL & Quick reply Templates.

Send WhatsApp Broadcast Message from Zoho

Here is the video explaining the steps:

Send Message to a Contact through WhatsApp Chat

  1. 1.
    From the navigation bar, select contacts to send WhatsApp Message.
  1. 2.
    Select the desired Contact and Click on the dropdown as shown in the gif and Select WhatsApp chat.
  1. 3.
    After Selecting WhatsApp Chat, Click on Start Conversation to open Gallabox in Zoho.
Great!! Now, you can have a conversation with your lead without opening your Gallabox account.
Last modified 3h ago