Wizards in Zoho CRM can now send notifications through WhatsApp and SMS directly via button actions, letting you reach mobile-first stakeholders who might otherwise miss an email entirely.
What's New
- WhatsApp notification action block. Add a Send WhatsApp Message action to any Wizard button to notify contacts, leads, or CRM users.
- SMS notification action block. Add a Send SMS action for quick, text-based alerts during Wizard execution.
Why This Helps
Picture a sales manager onboarding a new client through a multi-step Wizard. Email reminders alone sometimes go unnoticed, so the manager adds a Send WhatsApp Message action to a key step, reminding the client to review and approve a contract before the deadline. Similarly, an SMS action can add a quick text nudge about an upcoming meeting.
With these options, you can give mobile-first users a better experience, drive faster follow-through on key steps, and keep deals moving without relying on email alone.
Availability
This enhancement is available to all customers, though the two channels have different scope:
- WhatsApp. Available across all data centres, on all paid editions.
- SMS. Available on all paid editions, though currently limited to sending from an Indian sender ID to Indian phone numbers.
Note on SMS scope: If your organisation or your recipients aren't based in India, the SMS action block currently won't be usable for your notifications; WhatsApp is the broader option for reaching mobile-first stakeholders outside India today.
Need help? 1 Cloud Consultants can help you build Wizards with WhatsApp and SMS notification steps to keep clients and stakeholders on track through key processes.
Book a discovery call with 1 Cloud Consultants.