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ear_solutions_bot

WATI Link - https://live-1001.wati.io/

Save leads in Zoho CRM from WATI

  1. Create account in Zoho CRM.

  2. Go to https://api-console.zoho.in/ and create a Self Client to get a client ID and a client secret. self_client

  3. To generate a grant token, go to Generate Code

    • In Scope section, write AAAServer.profile.read,ZohoCRM.Modules.ALL,ZohoCRM.Bulk.READ,ZohoCRM.org.ALL.
    • In Time Duration section, select 10 minutes.
    • In Scope Description section, write anything. It does not matter what you write.
    • Copy the generated grant token and set grant_token equal to it in line 19 in init.py
    • Run init.py to generate a file named zcrm_oauthtokens.pkl.

    grant_token

  4. Credentials of WATI are stored in wabot.py.

  5. To test locally, create an Ngrok server at port 5000.

    • Copy the URL obtained from Ngrok.
    • Create a webhook in WATI here.

  6. Run the server

    python app.py

  7. Open WhatsApp and start chatting with the bot.

Sending template messages automatically to newly added leads from Zoho CRM

  1. Follow the steps given here.
  2. To automate the sending of template messages, go to https://crm.zoho.in/crm/org60008884716/settings/workflow-rules and then create a new workflow rule. Then associate the function created earlier with this workflow rule. template