How to start a chat with a client from a Zoho record
To message a client first from Zoho CRM, click Send message in the header of a lead, contact, or deal record. If there is no conversation yet, Start a chat opens with the phone number and name from the record. Choose a channel and write your message.
What you'll need
- Open Zoho CRM.
- Find the lead, contact, or deal record.
- To send the first message through WhatsApp Business API to a client who has not messaged you in the last 24 hours, prepare a template approved by Meta.
How to open a conversation and send a message
1. Click Send message in the record
- In the record header, click Send message. The button is next to Send Email, Convert, and Edit.
- In a deal record, the button opens a conversation with the deal's contact.
- The Send message button is also available in task records.
2. Choose a channel and message the client
- If you already have a conversation with the client, that conversation opens.
- If there is no conversation yet, Start a chat opens with the phone number and name from the record.
- Choose a channel and write your message.
With WhatsApp Business API, the first message to a client who has not messaged you in the last 24 hours must use a template approved by Meta. Learn more: WhatsApp message templates.
Related questions
reply to a client from Zoho · where to view client messages
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