The Zoho WhatsApp extension that lives inside your CRM.
Installed from the Zoho Marketplace. Templates, campaigns, broadcasts, chat, prepaid wallet and subscription — all inside Zoho CRM. No extra tab. No copy-paste. No exports. Every WhatsApp conversation attached to the right Zoho lead, contact or deal.
"Every other Zoho WhatsApp tool is a separate app that reads your CRM. This one runs inside Zoho as a native extension — and it shows every credit spent, every template approved, every campaign delivered."
Positioning · Zoho × Go4whatsup native extensionTypical Zoho WhatsApp tool vs. this one
Most "Zoho WhatsApp" tools are external SaaS apps that push messages into Zoho by API. Your team still lives in two places. This one is a Zoho Marketplace extension — installed inside Zoho CRM, running on Zoho's own settings surface, tied to your Zoho org.
| Capability | Typical Zoho WhatsApp tool | Go4whatsup for Zoho |
|---|---|---|
| Runs inside Zoho CRM as a native extension Our advantage | Almost never | Native · installed from Zoho Marketplace, opens under Setup → Marketplace → Installed |
| Transparent prepaid wallet with per-message-type breakdown Our advantage | Rare | Native · Marketing / Utility / Authentication credits shown separately |
| Self-service subscription + billing history Our advantage | Rare | Native · upgrade, cancel, and see every past invoice inside Zoho |
| In-CRM template review status (Meta approved / rejected) Our advantage | Rare | Native · Approved / Rejected badges live in the extension |
| Live conversation widget on every Zoho screen Our advantage | Almost never | Native · floating chat panel across CRM records without leaving the page |
| WhatsApp template library | Common | Native · Header (None / Text / Image / Video / Document) + live preview |
| Broadcast campaigns with per-recipient report | Some | Native · Sent / Received / Read / Response / Not Sent / Duplicate for every member |
| Meta Business API approval status | Common | Native · API APPROVED badge visible in the extension header |
| Quality rating (GREEN / YELLOW / RED) surfaced | Rare | Native · shown on Overview alongside recent activity |
| Templates: image / video / document / interactive buttons | Some | Native · every Meta template type supported with live preview |
| Broadcast to Zoho segments (contacts / leads / accounts) | Some | Native · audience picker reads Zoho records directly, no exports |
| Attaches replies back to the right Zoho record | Some | Native · conversations tied to CRM lead / contact / deal automatically |
Six things this Zoho extension does that others don’t
Each of these is visible in the real product screenshots below. Not a roadmap.
Lives under Zoho Setup → Marketplace
Installed from the Zoho Marketplace like any Zoho extension. Opens inside the CRM. No new browser tab, no re-authentication, no separate SaaS to remember.
Prepaid credits, itemised by message type
Marketing, Utility and Authentication credits shown separately. Available balance updates in real time. Daily usage table. Export summary. No mystery invoicing.
Subscription + billing history in one tab
See your plan, next billing date, auto-renewal state and every paid invoice back to install. Change plan or cancel without a support ticket.
Meta approval status shown in Zoho
Approved / Rejected badges next to every template. No copy-paste from Meta Business Manager. Edits are re-reviewed by Meta and the state updates in place.
Conversation panel floats on any Zoho screen
The Conversations widget is available across Zoho CRM screens. Read and reply to WhatsApp without leaving the Zoho record you’re working on.
Every broadcast tracked at member level
Total members, Sent, Received, Read, Response, Duplicate, Not Sent — for every campaign, every recipient. Names + numbers, not just totals.
Six tabs inside the Zoho extension
Every screenshot below maps to one of these six tabs. Open the Zoho Marketplace, install Go4whatsup, and this is the whole surface area.
1. Overview
Command center — the tab you land on.
- Total messages sent (all time)
- New / unread conversations
- Total campaigns broadcast
- Delivery rate (last 30 days)
- Business profile + Meta quality rating (GREEN / YELLOW / RED)
- Recent activity feed
2. Templates
Every Meta WhatsApp template your Zoho org can send.
- Message template list with type + creation date + Meta status (Approved / Rejected)
- Create template flow (Basics + Content + Header type: None / Text / Image / Video / Document)
- Live WhatsApp preview panel as you edit
- Category (Marketing / Utility / Authentication) + language
- Interactive button templates (call, web, quick reply)
3. Campaigns
WhatsApp broadcasts to Zoho segments.
- Campaign list with status (Completed / Running / Draft)
- Campaign detail: template preview + broadcast metadata
- Per-recipient delivery: Total / Sent / Received / Read / Response / Not Sent / Duplicate
- Recipient tabs (Details / Total Members / Sent / Received / Not Sent / Response / Read / Duplicate)
- Audience picker reads Zoho contacts / leads / accounts directly
4. Wallet
Transparent prepaid credit system.
- Available balance in real time (prepaid, no invoice lag)
- Add credits (top-up flow with instant balance refresh)
- Total messages sent + total credits used for any date range
- Message-type breakdown: Marketing / Utility / Authentication with per-type cost
- Daily usage table (date × type × cost) with export summary
5. Configuration
One-time setup + connection health.
- Business profile (name + phone number registered with Meta)
- API approval status (API APPROVED badge)
- Meta Business Account link
- Quality rating monitor
6. Subscription
Plan management inside Zoho.
- Current plan + status (Active / Cancelled)
- Next billing date + auto-renewal state
- Full billing history with paid invoices
- Change plan / cancel / re-subscribe self-service
Real flow — Zoho lead to WhatsApp broadcast to CRM response
One end-to-end loop: from Zoho record to Meta-approved template to per-recipient delivery report — without leaving Zoho CRM.
Install Go4WhatsApp from the Zoho Marketplace. Extension appears under Setup → Marketplace → Installed with tabs: Overview, Templates, Campaigns, Wallet, Configuration, Subscription.
Connect Meta Business Account & register a WhatsApp number. Extension header shows “API APPROVED” once Meta validates. Business name + phone number become visible on Overview.
Create a Meta-approved template. Basics (name, language, category) + Content (text or image / video / document header + body + optional buttons). Live WhatsApp preview updates as you type. Submit → Meta reviews → status flips to Approved.
Top up your prepaid wallet. Add credits screen shows real-time balance. Message-type breakdown makes cost projection sane (Marketing vs Utility vs Authentication priced separately).
Broadcast to a Zoho segment. Pick a template, pick a Zoho audience (leads / contacts / accounts, filtered by field). Schedule or send now. Campaign appears in the Campaigns list.
Read the per-recipient report. Campaign Details modal shows Total / Sent / Received / Read / Response / Not Sent / Duplicate. Tabs let you drill into each cohort with names + numbers + timestamps.
Reply from anywhere in Zoho. The Conversations widget floats on every Zoho screen. Reply inline — the message thread stays tied to the CRM record and the wallet debits at Meta’s per-conversation rate.
See it live inside Zoho CRM
Real screens from the Go4WhatsApp extension running inside a Zoho CRM sandbox — no mockups. Every screen below is the actual UI your team works in daily.
1. Overview — the tab you land on inside Zoho
Total messages, unread conversations, campaign count, delivery rate, business profile and Meta quality rating (GREEN). API APPROVED badge visible in the header.
2. Templates list — Meta approval status inline Our advantage
Every Meta WhatsApp template with type (Marketing / Utility / Authentication), creation date, and live Approved / Rejected status. No round-trip through Meta Business Manager.
3. Template editor with live WhatsApp preview
Header (None / Text / Image / Video / Document), body, and interactive buttons (call, web, quick reply). Live preview panel updates as you edit. Meta re-reviews any change before it ships.
4. Campaign detail — template + broadcast metadata
Template preview alongside campaign title, description, group name, total members, broadcast type, template name, broadcast date, created date. Everything you need to audit a send.
5. Per-recipient delivery report Our advantage
Total Members / Sent / Received / Read / Response / Not Sent / Duplicate. Each cohort is a drillable tab with recipient name, mobile number, and status timestamp. Full audit trail.
6. Wallet — itemised prepaid credits Our advantage
Real-time available balance. Total messages sent + credits used for any date range. Message-type breakdown (Marketing / Utility / Authentication) with per-type cost. Daily usage table + export summary.
7. Subscription — self-service inside Zoho Our advantage
Current plan, status, next billing date, auto-renewal state. Full billing history with paid invoices. Change plan or cancel without opening a support ticket.
8. Chat widget — floats on every Zoho screen Our advantage
Conversation panel is available across Zoho CRM. Read and reply to WhatsApp threads without leaving the Zoho record you’re working on. Interactive button templates render inline.
Common questions from Zoho teams
Real answers — from Zoho customers already running the extension in production.
Is this a Zoho Marketplace extension or a separate SaaS?
Native Zoho Marketplace extension. You install it from Zoho's marketplace like any Zoho extension. It opens inside Zoho CRM at Setup → Marketplace → Installed → Go4WhatsApp. Your team never leaves Zoho.
Which Zoho products does it work with?
Zoho CRM (Standard, Professional, Enterprise, Ultimate) is the primary target. Zoho Bigin and Zoho Desk are supported via companion setup. If your org uses multiple Zoho apps, the extension binds to your Zoho org so messages stay attached to the right record set.
How does the WhatsApp Business API approval work?
You connect a Meta Business Account and register a WhatsApp number. Meta reviews and approves the connection. Once done, the extension header shows an "API APPROVED" badge and the Overview surfaces your Quality Rating (GREEN / YELLOW / RED). Typical approval time: 24–72 hours end-to-end.
How does billing work — subscription plus per-message?
Two layers. First, a monthly subscription for the extension itself (visible in the Subscription tab with auto-renewal + billing history). Second, a prepaid message wallet: you top up credits and each WhatsApp message debits at Meta's published rate. Marketing, Utility and Authentication credits are tracked separately in the Wallet tab so cost forecasting stays honest.
What happens to templates that Meta rejects?
The template status flips to "REJECTED" in the Templates list. Edit the template and resubmit — changes are re-reviewed by Meta before going live. Rejected templates cannot be used in campaigns until Meta approves the revised version.
What does the per-recipient campaign report show?
For every broadcast: Total Members, Sent, Received, Read, Response, Not Sent, Duplicate. Each of those is a clickable tab that lists the recipients in that cohort with name, mobile number, and status timestamp (e.g., "Read at 8/22/2026 3:33:39 PM"). Full audit trail for compliance and re-marketing.
Can I broadcast to a Zoho custom filter?
Yes. The audience picker reads Zoho leads, contacts and accounts directly — no CSV exports. Filter by any Zoho field, save the audience, and reuse across campaigns.
Is customer data staying inside Zoho?
Customer records stay in your Zoho org. The extension reads Zoho data to build audiences + send WhatsApp messages, and writes inbound conversation data back to the correct Zoho record. Meta's WhatsApp Business API is the message transport layer. Signed DPA available; GDPR, DPDP Act 2023 and GCC PDPL compliant.
See the Zoho extension live in a 20-minute demo
We’ll install the extension into a sandbox Zoho CRM, show you the template editor, run a broadcast, and read the per-recipient report — end-to-end, inside Zoho.