How to send the first message in Viber, Telegram or WhatsApp from Zoho CRM?

In today’s business environment, effective communication with clients through popular messengers such as Viber, Telegram, and WhatsApp is a key success factor. However, the standard features of these platforms limit the ability to initiate the first contact with potential clients.

The Salesjam CRM Consulting team has developed an innovative solution — an E-chat-based widget that allows you to initiate conversations directly from the client card in Zoho CRM.

Content:

• Problem: Why can`t we initiate the first message?
• Solution: E-chat Widget + Zoho
• Benefits of integration
• Setup: How it works?
• Conclusion

Problem: Why can`t we initiate the first message?

Most messengers prohibit companies from initiating a conversation without prior interaction from the user. This creates communication limitations, delays the sales process, and complicates customer support.

Solution: E-chat Widget + Zoho

We have developed a widget based on the E-chat platform that fully integrates with Zoho CRM and allows you to:

• Initiate the first message in Viber, Telegram, and WhatsApp;
• Send the first message in Telegram, both by number and by username (if the number is not in use or is hidden);
• Conduct conversations directly within the Zoho interface;
• Automatically log all communication history in the client card.
• 

Benefits of integration

• Centralized communication history: All conversations are stored in the CRM.
• Ease of Use: Managers work in the familiar Zoho interface.
• Automation: Ability to set triggers, templates, and auto-responses.Increased Conversion: You don’t wait for the client to write first — you act first.

Setup: How it works?

1. Contact Us — we provide consultation and help assess the needs of your company, as well as calculate the cost of developing and installing the widget for your Zoho account.
2. Our development team will create and integrate the widget into your Zoho CRM account.
3. After installation, we will train your managers and provide instructions for using the system.
4. The widget requires a server (7-13 euros per month), which our team will configure for you.
5. Each Viber, Telegram, or WhatsApp number requires a monthly payment to the E-chat service. You can find E-chat pricing on their website via the provided link.

Conclusion

Using the E-chat-based widget significantly improves the customer experience, increases manager efficiency, and accelerates the sales cycle. This tool is already actively used by our clients and delivers real results. We do not recommend using this solution for mass mailings, as the number may be blocked.

Want to order this solution tailored to your needs? Contact us to get a demo. Leave a request or message us in chat.

🎥 Video overview of the solution:

Read also:

• What is Zoho: An overview for begginers. 55+ programmes in brief
• Zoho Bigin review: a simple CRM for a small business