What are the steps to connect my Zoho Books organization with WhatsApp Business?

To connect your WhatsApp Business account with Zoho Books,

  • Go to Settings and under Integrations & Marketplace, click WhatsApp.
  • Click Connect next to WhatsApp Business.
  • In case you have an existing WhatsApp Business account, the Set up WhatsApp Business pop-up will appear.
  • Click Use the existing WhatsApp Business account registered with Zoho and select the account from the dropdown to continue using the existing WhatsApp account that is integrated with other Zoho apps. (or)
  • Click Create a new WhatsApp Business account with Zoho to create a new WhatsApp Business account.
  • Then, click Continue.
  • Read and agree to the terms in the Connect WhatsApp with Zoho Books pop-up.
  • Click Connect WhatsApp, and you will be redirected to the Facebook Login page.
  • Enter the registered Email Address or Phone Number and Password and click Log in.
  • Verify your account and click Continue as ‘Your Account Name’ on the next page. If you want to log in with another account, click Log in to another account.
  • Read through all the WhatsApp Business Terms of Service and the Meta Terms of Service and click Get Started.
  • Fill in your Business Details and click Next.
  • Select a WhatsApp Business account and WhatsApp Business Profile on the page.
  • Click Next and click Finish on the page that follows.

Your Zoho Books organization will be connected with WhatsApp.

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