An automated workflow using zapier
Connects Zoho CRM + Picky Assist
Send new leads alerts in WhatsApp via Picky Assist from Zoho CRM
About this workflow template
This automation scenario allows you to connect Zoho CRM and Picky Assist
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho CRM and Picky Assist can also be integrated using automation tools other than zapier:
How it works?
When this trigger fires in Zoho CRM
New Lead in Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Then this action happens in Picky Assist
Send Message in Picky Assist
Send A New WhatsApp / SMS.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new leads alerts in WhatsApp via Picky Assist from Zoho CRM.
Part I
Configure Applications
First, we need to connect Zoho CRM and Picky Assist to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Connect Picky Assist to Zapier.
Give Zapier access to your Picky Assist account, using Picky Assist credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho CRM
Choose the following trigger: New Lead (Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.).
Then set up an Action for Picky Assist
Choose this action: Send Message (Send A New WhatsApp / SMS.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho CRM and Picky Assist.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new leads alerts in WhatsApp via Picky Assist from Zoho CRM!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Send message
Send A New WhatsApp / SMS.
actionbyzapierintegratelySend new message
Send a new WhatsApp/SMS.
actionbypabbly-connectSend data to connector (simple)
Send data to the Picky Assist Connector.
actionbypabbly-connectSend data to connector (nested json)
Send data to the Picky Assist Connector in JSON format.
actionbypabbly-connectNew message
Triggers when there's a new WhatsApp/ SMS.
triggerbyzapierpabbly-connectNew message is received
New message is received
triggerbyintegrately
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Picky Assist alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
