Shared team inbox
One WhatsApp inbox for your whole team, with routing rules, internal notes and the full history of every conversation.
WATI PartnerAutomate communication with WhatsApp Business API
As WATI Partners, Techpase implements the WhatsApp Business API on WATI, connects it to your CRM and automates the conversations that move customers from first enquiry to booking.
- WhatsApp Business API
- Zoho CRM integration
- Chatbots and campaigns
From enquiry to booking
TechpaseWhatsApp Business
Zoho CRM
An illustration of a typical flow Techpase sets up with WATI and Zoho CRM. Names and messages are examples.
What we set up on WATI
WATI is the platform; Techpase plans it around your customers, configures it, and connects it to the systems your team already uses.
Broadcast campaigns
Messages to customer segments that you can schedule in advance, with results tracked for each campaign.
Chatbots and AI agents
Automated conversation flows built with WATI’s no-code chatbot builder, plus WATI’s AI agents for lead qualification and support.
Click-to-WhatsApp ads
Ads on Facebook, Instagram and other platforms that open a WhatsApp chat, so a click becomes a conversation.
Catalog and payments
Customers browse your products or services in the chat. In-chat payments need a supported catalog checkout, a compatible payment gateway and the right configuration, so they aren’t available in every WATI setup.
Analytics and reporting
Broadcast results, inbox activity and ad performance, tracked from the WATI dashboard.
Feature descriptions are based on WATI’s official product overview. Availability can depend on your WATI plan.
Where WhatsApp automation helps
Pick a team to see how WATI and your CRM work together. Example messages are illustrations.
Lead capture and qualification
Every enquiry from your website, ads or a WhatsApp link lands in one place and reaches your CRM as a lead.
ChatbotThanks for reaching out! What would you like help with?
- New WhatsApp conversations can become leads through WATI’s Zoho CRM integration
- A no-code chatbot asks qualifying questions
- Click-to-WhatsApp ads start chats straight from an ad
Sales follow-ups
Follow-ups go out on time without your team having to remember each one.
Template messageHi, just following up on your enquiry. Pick a time that suits you for a consultation.
- Zoho CRM workflows can send approved WhatsApp templates when a lead is created or its status changes
- Reps message leads from the “Send WhatsApp” button on Zoho CRM records
- Conversation details can be logged on the CRM record using Zoho Flow or another automation
Customer support
Your support team answers from one shared inbox instead of personal phones.
SupportThanks for your message. Our team has your request and will reply here shortly.
- Routing rules send each chat to the right person
- Internal notes and full history keep everyone in context
- Chatbots handle common questions first
Campaigns and offers
Announcements and offers reach the right customers on the app they check most.
BroadcastOur new service is live. Reply here if you’d like the details.
- Broadcasts sent to customer segments
- Campaigns scheduled in advance
- Results tracked for each campaign
Reminders and updates
Customers get the updates they need on WhatsApp, triggered by what happens in your systems.
NotificationReminder: your invoice is due this week. You can pay using the link below.
- Automatic WhatsApp notifications from Zoho workflows
- Payment reminders and booking confirmations
- In-chat payments where a supported catalog checkout and compatible payment gateway are configured
Connected to your CRM and tools
WhatsApp is most useful when every conversation reaches the system your team works in.
WATI and Zoho CRM
- New WhatsApp conversations can become leads in Zoho CRM
- Send WhatsApp messages from any Zoho CRM contact
- Zoho workflows send automatic WhatsApp notifications to leads, contacts and deals
- Your team is notified in Zoho CRM when new WhatsApp messages arrive
What syncs depends on the integration we configure. Contact attributes and conversation details may need Zoho Flow or another automation rather than the native integration alone. To send WhatsApp templates from Zoho CRM workflows, WATI’s documented method uses a Deluge custom function and specifies Zoho CRM Enterprise or higher; that requirement applies to this workflow method, not to every WATI integration. Zoho Flow’s WATI actions are a possible connector alternative.
Zoho Apps SetupOther integrations
WATI also lists integrations with these platforms, and we can use Zapier, Make or Pabbly Connect where a direct one doesn’t exist.
HubSpotSalesforceShopifyWooCommerceZoho FlowZapierMakePabbly ConnectGoogle SheetsKlaviyo
How WhatsApp business messaging works
WhatsApp sets the rules for when businesses can message customers. We design your flows around them from the start.
The customer messages you
A 24-hour conversation window opens, and your team or chatbot can reply freely.
The window closes
The session expires 24 hours after the customer’s last message. After that, regular messages can’t be sent.
Templates restart it
Pre-approved template messages re-engage the customer. When they reply, the conversation window opens again.
Source: WATI support, chat session expiry.
How Techpase makes it easy
Four stages take you from planning to a live WhatsApp setup your team is confident using.
01
Discovery and planning
We understand your business and audience: who messages you, what they ask, and where those conversations should lead.
Business goalsAudienceUse cases
02
Integration and setup
We set up WATI and connect WhatsApp to your CRM and systems, and set up the sync your workflows need between WhatsApp and your customer records.
WATI setupZoho CRMOther tools
03
Automation workflows
We build flows for sales, support and reminders: chatbots, message templates, broadcasts and CRM-triggered messages.
ChatbotsTemplatesBroadcastsCRM workflows
04
Go live and support
We launch, train your team, and give you ongoing assistance as your WhatsApp use grows.
LaunchTeam trainingOngoing support
Questions about WhatsApp automation
Can’t find your answer? Message us on WhatsApp and we’ll reply.
Is Techpase a WATI Partner?
Yes. Techpase is a WATI Partner. We implement the WhatsApp Business API on WATI and connect it to your CRM and business processes.
Can WhatsApp connect to Zoho CRM?
Yes. With WATI’s Zoho CRM integration, new WhatsApp conversations can become leads, your team can send WhatsApp messages from Zoho CRM records, and Zoho workflows can send automatic WhatsApp notifications. What syncs depends on how the integration is configured: contact attributes and conversation details may need Zoho Flow or another automation.
Can we message customers after 24 hours?
Only with approved template messages. WhatsApp sessions expire 24 hours after a customer’s last message. If the customer replies to a template, the conversation reopens.
Can we send messages to many customers at once?
Yes. WATI broadcast campaigns send messages to customer segments, can be scheduled in advance, and show how each campaign performed.
Which other tools can WATI connect to?
Besides Zoho CRM, WATI lists integrations with HubSpot, Salesforce, Shopify, WooCommerce, Zapier, Make, Pabbly Connect, Zoho Flow, Google Sheets and Klaviyo, among others.
How is pricing handled?
Your WATI subscription and WhatsApp messaging charges are separate from Techpase’s implementation charges. We share our implementation charges in a formal proposal once we understand your requirements. WATI billing depends on the plan you choose.
Ready to automate your WhatsApp conversations?
Tell us how customers reach you today, and we’ll show you how WATI and your CRM can work together for your business.
- General inquiries+91 97785 74738
- Customer carecare@techpase.in
- Office1st Floor, CC54, 2593-5, Boss Nagar, Kadavanthara, Ernakulam, Kerala 682020