# Zoho CRM & Signals

### Overview

The Zoho Integration helps you connect your WhatsApp chats in Gallabox with your Zoho account, so you can keep all your customer details and conversations in one place.

When you connect Zoho with Gallabox, you can:

1. Automatically save customer details from WhatsApp into Zoho.
2. See your WhatsApp messages inside Zoho under the right customer.
3. Keep your team updated with the latest chats and contact info.
4. Follow up with leads faster, without switching between tools.

This is great for businesses that talk to customers on WhatsApp and want an easy way to track those conversations and manage leads without doing everything manually.

In short, Zoho + Gallabox makes your work simpler, faster, and more organized—so you never miss an important chat or lead again.

{% hint style="info" %}
**Note:**

1. The **Zoho Signals** feature is available only on the **Professional plan or higher** in Zoho CRM.
2. Gallabox sends WhatsApp messages based on your selected field in Zoho — whether you choose `zoho.phone` or `zoho.mobile`, both options support **bulk messaging**.
3. If you haven’t configured a specific contact field in the WhatsApp widget, it will automatically pick the number from:
   1. `zoho.phone` (if available), or
   2. `zoho.mobile` as a fallback.
4. The Signals feature works **only with the Lead module** in Zoho CRM, and notifications will be shown **only to the lead owner**.
   {% endhint %}

### Zoho Integration Video Guide

{% embed url="<https://youtu.be/n4m7fsNRqGc>" %}

### Zoho Integration Step by Step Guide

1. In Gallabox, Go to "Integration" and click on the "**Zoho CRM & Zoho Signals**" App in the available integration apps.  You will be redirected to Zoho Marketplace window to install Gallabox in your Zoho Account.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FkJ54i8ZsKRizI7lGoXhf%2FZoho-Zoho-Signals-1.gif?alt=media&#x26;token=c34f50ef-748d-46d5-bad1-3a45e8ec1173" alt=""><figcaption></figcaption></figure>

2. Click on Install button and login to your Zoho Account. Enter your Zoho credentials and confirm the installation.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FIln9ET105zvyLCFQ2fZA%2FInstall-confirm-Zoho.gif?alt=media&#x26;token=e3846fb7-d7f5-4858-b019-afb83df3a0d2" alt=""><figcaption></figcaption></figure>

3. Confirm the version and proceed with the Installation. Choose for whom you would like to install Gallabox and click on Install.&#x20;

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2Fmhgt3RVu3CGITpBYxLON%2FInstall-Zoho.gif?alt=media&#x26;token=6fe123dc-c602-4ac3-9da3-37cda5ee5fc4" alt=""><figcaption></figcaption></figure>

4. Now, sign in with your Gallabox credentials and then connect Gallabox with Zoho.&#x20;

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FSYFkDKnCCfeUDbrD8dzU%2FSign-in-on-Zoho.gif?alt=media&#x26;token=50e7e581-5534-40f8-ab4f-4481227c438e" alt=""><figcaption></figcaption></figure>

5. Review the Time zone, date format, and date preview and click on Save to save the configuration. To configure permission in gallabox, click on Configure in Gallabox link on the right side of the window. It will take you to your gallabox account.&#x20;

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FFy1Z0FgWM4yGDgYu6Ji3%2FSave-the-Zoho-Configuration.gif?alt=media&#x26;token=395b948b-8f3c-40d1-833a-65e1711debea" alt=""><figcaption></figcaption></figure>

6. Change the name of the integration as you desire. Click on 'Allow Permission' to automatically create a new record in Zoho CRM, if a new contact initiates a conversation in Gallabox and receive a signal notification in Zoho whenever a message is received on Gallabox.&#x20;

You'll be prompted to re-authenticate with Zoho and grant permission to send signals to your account.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FblBLoBT2Vbi0fqW3PaAO%2FConfigure-in-Gallabox.gif?alt=media&#x26;token=344a0b2c-7837-459d-8e08-7c9e32dbd536" alt=""><figcaption></figcaption></figure>

7. To sync Gallabox contacts to Zoho, enable the switch and choose a Zoho record label. For Zoho signal notifications, enable the switch and select your desired notification channel. Click on 'Update Configuration' to update the integration.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2Fmzj1k9umu8gbwMohlsOK%2FSync-Gallabox-and-Signal.gif?alt=media&#x26;token=3d8be436-08bf-4878-b5c3-b4d93c180504" alt=""><figcaption></figcaption></figure>

### Gallabox Chat Widget in Zoho

Once you add Gallabox in your Zoho Account, a chat widget will appear in the various modules like Leads, Accounts, Deals, or Contacts. You can send WhatsApp Templates, respond to their WhatsApp Message, add Notes for the internal team and much more.&#x20;

1. **To access the Chat Widget in a Lead Module:**

Go to the module, click on a lead to open the detailed view. From the dropdown menu on the right hand side, click on WhatsApp Chat button to open the chat Widget. Sign in to your Gallabox Account and start sharing messages with your customers.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FiR2rSqnYjXOGugek257k%2FChat%20Widget%20in%20Lead%20Module.gif?alt=media&#x26;token=55895ed2-1a30-4375-9df2-e1a79ca55dc5" alt=""><figcaption><p><strong>Chat Widget in a Lead Module</strong></p></figcaption></figure>

2. **To access the Chat Widget in a Accounts Module:**

Go to the module, click on an account to open the detailed view. From the dropdown menu on the right hand side, click on WhatsApp Chat button to open the chat Widget. Sign in to your Gallabox Account and start sharing messages with your customers.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FliR3CMVWlw1ddclSgXLc%2FChat%20Widget%20in%20Accounts%20Module.gif?alt=media&#x26;token=84a0adad-d404-495f-9e5e-71f484689d8a" alt=""><figcaption></figcaption></figure>

3. **To access the Chat Widget in a Deal Module:**

Go to the module, click on a Deal to open the detailed view. From the dropdown menu on the right hand side, click on WhatsApp Chat button to open the chat Widget. Sign in to your Gallabox Account and start sharing messages with your customers.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FMwcUjmeuwbd65f8Q1Zo2%2FChat%20Widget%20in%20Deal%20Module.gif?alt=media&#x26;token=6e59f569-1dbb-4904-b597-f3bff07341e2" alt=""><figcaption></figcaption></figure>

4. **To access the Chat Widget in Contacts Module:**

Go to the module, click on a contact to open the detailed view. From the dropdown menu on the right hand side, click on WhatsApp Chat button to open the chat Widget. Sign in to your Gallabox Account and start sharing messages with your customers.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FqRUFayfRjLtFWbuTlbKG%2FChat%20Widget%20in%20Contacts%20Module.gif?alt=media&#x26;token=44d826f2-4dd5-4407-b3ea-3a534bb0ac3b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When sending the Broadcast in Zoho, you will be able to send broadcast to upto 100 customers at any moment.&#x20;
{% endhint %}