Can Zoho CRM send emails, SMS and WhatsApp messages?
Yes. Zoho CRM sends emails natively, and SMS and WhatsApp can be added through integrations with messaging providers. You can use templates and workflows for follow-ups and reminders. Opt-in rules and provider charges apply, and options vary by country.
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Email is built in with templates, tracking and sequences.
SMS and WhatsApp require a provider account and approved templates.
Always record consent and offer an easy way to opt out.
Key points
- Email templates and tracking
- SMS through supported gateways
- WhatsApp through business API providers
- Consent and opt-out records
Common questions
Is there a cost?
Providers charge per message. Check current rates.
Can messages be automated?
Yes, through workflow rules and approved templates.
Sources and further reading
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Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question