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Streamlining Team Collaboration with Zoho CRM, ORAI AI Platform, and WhatsApp Integration


ORAI's blog on Streamlining Team Collaboration with Zoho CRM, ORAI AI Platform, and WhatsApp Integration
Streamlining Team Collaboration

In today's fast-paced business environment, it's crucial to have all customer information and communication history easily accessible to your team. With the integration of Zoho CRM, ORAI AI Platform, and WhatsApp, you can empower team collaboration and improve customer engagement.


Ability to capture leads directly from WhatsApp chats and import them into Zoho CRM as pre-qualified leads


This allows your team to respond to leads in a timely manner and also provides a better understanding of the customer's needs and interests. Additionally, ORAI AI Platform's advanced conversational AI capabilities improve customer service and sales, while the platform's analytics capabilities help track and analyze customer interactions for more effective engagement.


Seamless integration of customer information and communication history between Zoho CRM and WhatsApp


This allows team members to have a more complete understanding of customer interactions, which can lead to more personalized communication and better customer service. Automated responses to frequently asked questions also save time and increase efficiency.


To set up the integration:

  1. log in to your Zoho CRM account

  2. Install ORAI AI Platform from the marketplace

  3. Link your ORAI AI Platform account and WhatsApp account to the ORAI AI Platform.

Make sure all team members are trained on how to use the integration, ORAI AI Platform's features, and Zoho CRM, and monitor the integration regularly to adjust as needed.


Overall, the integration of Zoho CRM, ORAI AI Platform, and WhatsApp can greatly improve team collaboration and customer engagement. By capturing leads directly from WhatsApp chats, improving customer service, and streamlining communication, your business is set up for success.


Get a FREE DEMO of ORAI’s Conversational AI. Or, Click here for instant WhatsApp chat.


Swapnil Jain

CEO-ORAI Robotics


Stay in contact with ORAI

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