Reinventing Project Management: Integration of Zoho Projects with WhatsApp and WOZTELL
Centralize and efficiently manage all interactions with your clients.
THE CHALLENGE:
THE SOLUTION
The Connection between Zoho Projects and WhatsApp
Instant Communication: With the integration of Zoho Projects and WhatsApp, you can seamlessly communicate with internal collaborators and external partners. Whether you need a quick confirmation from a team member or feedback from a client, WhatsApp facilitates the receipt of immediate responses, allowing for a more agile and effective project management.
Communication Centralization: Forget about switching between multiple messaging apps. With this integration, it’s possible to unify different platforms, including WhatsApp Cloud API, Facebook, Instagram, and web chats, directly within Zoho Projects.
Automation and Efficiency: Maximize conversation efficiency with automated workflows and chatbots, eliminating redundancies and facilitating rapid interaction.
Smart Task Distribution: Depending on the availability and roles of your collaborators, you can efficiently distribute tasks. This not only ensures that each task is handled by the right person but also benefits from the immediacy of WhatsApp for internal communication.
Productivity Optimization: Turn task-related communications into a straightforward and hassle-free process. Instead of writing lengthy emails or scheduling meetings, simply send a WhatsApp message with all relevant details.
Use Case Example
A development team leader was managing a crucial project. However, communication barriers often caused delays. After integrating Zoho Projects with WhatsApp and WOZTELL, she could send quick updates on task statuses through WhatsApp. When a client sent a change request, she was able to directly associate it with Zoho Projects without leaving the messaging platform. This not only saved time but also ensured that nothing was overlooked.
Step by Step
Before starting, make sure you have the following:
1. A free or paid WOZTELL account (if you don’t have one, you can create it here).
2. A Zoho account with access to Zoho Projects.
Installing the WOZTELL Extension:
1. Connect your Zoho account with access to Zoho Projects.
2. Search for the extension in the Zoho Marketplace to install it.
3. The following window will appear, where you’ll have to choose which projects you want to install this extension for, which users, and accept the terms of use. Once everything is selected, click on “Save and Continue”.
CONCLUSION
