Auto-Create CRM Lead & Send WhatsApp Welcome Message

Workflow Overview

This automation streamlines your lead capture and engagement by instantly creating a new lead in Zoho CRM, syncing the contact with your MSG91 (Segmento) phonebook, and sending a personalized WhatsApp welcome message using a predefined template.

Trigger: Service-Based Initiation

The workflow begins automatically based on an external service trigger, such as a form submission or event from another connected app.

Step 1: Create a Lead in Zoho CRM (Zoho CRM)

• Purpose: Capture valuable lead information from the incoming trigger and store it systematically in Zoho CRM.
• Fields Used:
  • Required: Company (from Lead Source), Last Name (from Name)
  • Optional: City, Religion, Gender, Place Of Therapy, Query, Query For, Place (all mapped from trigger data)
• Functionality: Ensures all provided details are mapped to corresponding lead and custom fields in Zoho CRM for robust data capture and future follow-up.

Step 2: Add/Update Contact in MSG91 Segmento Phonebook (MSG91)

• Purpose: Add the new lead as a contact into your MSG91 Segmento phonebook (shiv22) to enable future campaigns or notifications.
• Fields Used:
  • Required: Phonebook (shiv22), Phonebook fields
  • Optional: Name, Phonenumber (from trigger data)
• Functionality: Keeps your outreach lists updated in real-time as new leads enter your CRM.

Step 3: Send WhatsApp Welcome Message via MSG91 (MSG91)

• Purpose: Engage your new lead instantly by sending a personalized WhatsApp message using a predefined template (welcome_message).
• Fields Used:
  • Required: Integrated Number (backend number), Recipient's Number, Template, Header 1 (Name), Button 2 (a Google search link)
  • Optional: Custom template components
• Functionality: Sends a WhatsApp message to the contact's mobile number, personalizing the content with their name and including an actionable button.

When to Use This Template

• Automate lead capture from webforms or landing pages
• Ensure every new inquiry is instantly welcomed via WhatsApp
• Keep CRM and messaging lists in sync without manual effort

Apps/Integrations Used

• Zoho CRM: For lead creation and enrichment
• MSG91 Segmento: For contact/profile management
• MSG91 WhatsApp: For message delivery via WhatsApp template

What You Need

• Zoho CRM account with API access
• MSG91 account with WhatsApp template setup and Segmento enabled

Maximize your lead management and first-contact engagement—all in one seamless workflow!