Zoho CRM Email & WhatsApp Setup & Ring Central
Budget: ₹1,500 – ₹12,500 INR
I need someone to configure both Outlook-based email and a WhatsApp Business number so every conversation flows straight into my Zoho CRM. The goal is simple: once you are done, I want to open any contact or lead record and immediately see the full thread of emails and WhatsApp messages exchanged with that person, ready for follow-up or automation.
Here is what must happen:
• Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication.
• Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do.
• Switch on relevant Zoho CRM conversation settings (templates, signatures, consent where needed) so I can send and receive from inside the CRM interface.
• Provide a quick screen-share walkthrough showing me how to add additional users and troubleshoot basic sync issues.
Acceptance will be when I can:
1. Send a test email from Zoho CRM and watch it arrive in my Outlook Sent folder and in the contact’s timeline.
2. Receive a WhatsApp reply and see it land instantly under the same contact with the correct timestamp.
3. Repeat the above on a second contact to confirm repeatability.
If you have set up Outlook and WhatsApp integrations inside Zoho CRM before, this should be a quick job; please let me know how soon you can start.
Here is what must happen:
• Connect my Outlook mailbox to the Zoho CRM email module, complete authentication, and verify that incoming + outgoing messages are being logged against the correct records without duplication.
• Enable WhatsApp inside Zoho CRM (using the officially supported channel, e.g. Facebook Business API/Twilio or the native Zoho partner route), map the number, and make sure messages appear in the timeline exactly the way emails do.
• Switch on relevant Zoho CRM conversation settings (templates, signatures, consent where needed) so I can send and receive from inside the CRM interface.
• Provide a quick screen-share walkthrough showing me how to add additional users and troubleshoot basic sync issues.
Acceptance will be when I can:
1. Send a test email from Zoho CRM and watch it arrive in my Outlook Sent folder and in the contact’s timeline.
2. Receive a WhatsApp reply and see it land instantly under the same contact with the correct timestamp.
3. Repeat the above on a second contact to confirm repeatability.
If you have set up Outlook and WhatsApp integrations inside Zoho CRM before, this should be a quick job; please let me know how soon you can start.