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Documentation Index

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After connecting your Zoho account to Rasayel, you will see the Zoho contact card on the conversation sidebar of each conversation displaying the customer’s Zoho properties. With our Zoho integration, you can:
  1. Match Rasayel contacts to your Zoho Leads/Contacts
  2. View matched Zoho Lead/Contact properties, alongside their associated Deals and Accounts
  3. View WhatsApp messages sent from Rasayel to your Zoho Leads/Contacts
  4. Select certain Zoho properties to view in the Contact Sidebar on Rasayel
  5. Build detailed analytics based on WhatsApp messages sent to your contacts
We automatically match Rasayel contacts to equivalent Zoho leads/contacts, and display this information on the right sidebar of your Rasayel inbox (under the contact card). Our Zoho integration will attempt to match a Rasayel contact by the phone number, and will show any matched contacts or leads. **Note: **Zoho Contacts take precedence over Zoho Leads during the matching, meaning that if a Rasayel contact matches both a Contact and a Lead, the Contact will be displayed. When you activate your Zoho integration, on the right sidebar, you’ll see the Zoho Card: There are different states a Rasayel contact can have:
  1. No matching contact/lead found
    • This means that Rasayel was unable to find a contact or lead on your Zoho account with the same phone number.
    • Formatting is important. Your contacts’ or leads’ phone numbers on the CRM must include the country code.
  2. Matching Contact/Lead found
    • This will appear when we successfully match a Lead by phone. We’ll display the properties that we fetched directly from Zoho. Zoho 2 Pn

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Contact creation

In case of a new Lead reaching out to you on WhatsApp, the Lead will probably not exist yet in Zoho. In this case, you can quickly create a Zoho Lead with the click of a button! Just click on “Create new lead in Zoho” Zoho 3 Pn The Lead will be created properly on Zoho and will now be matched automatically.

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Linking existing leads/contacts to unmatched Rasayel contacts

In case the Rasayel contact does not automatically match an existing Lead/Contact due to the phone’s missmatch, you can manually link the contact by searching for the Lead here: Once linked, the Lead/Contact will always be shown for this Rasayel contact until it is unlinked manually. You can unlink the linked Lead/Contact by clicking “Unlink”. Zoho 4 Pn