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Integrations & Communication

What integrations are available with Mizo CRM?

Mizo CRM supports direct integrations to help you capture and follow up on leads faster:

  1. Facebook Lead Ads Integration : Captures leads directly from your Facebook or Instagram ad forms in real-time.
  2. WhatsApp Business Integration : Allows sending messages directly from the CRM using pre-approved templates (manual sending, no automation or full chat history currently).
  3. Google Forms / Website Forms (Webhook-Based) : Connects Google Forms or website contact forms to automatically receive inquiries (setup by the Mizo CRM team).
  4. Excel / CSV File Import : For importing existing lead databases.
  5. Webhook/API (Custom Use) : Available on select plans for custom integrations with other lead platforms or CRM-to-CRM transfers.

   Their onboarding team assists with setup for WhatsApp Business, Facebook Lead Ads sync, and basic Google Forms/Webhook integration.

Can I integrate lead capture forms from my website into Mizo CRM?

Yes, Mizo CRM allows integration with your website or Google Forms so that submitted leads are automatically captured. This works via Webhook integration (set up by their team) for Google Forms, and can be configured for website contact forms with developer assistance. You can capture details like name, mobile, email, city, interest, and message. Benefits include no manual data entry, faster response times, organized pipeline, accurate source tracking, and immediate follow-up reminders.

Does Mizo CRM offer automation features?

Mizo CRM focuses on simple, efficient lead handling rather than complex workflow automations. It offers:

  1. Basic Lead Assignment : Leads can be auto-assigned to users based on source or predefined rules.
  2. Manual Follow-Up Reminders : Users can set manual reminders for calls or meetings with notes. These are user-triggered, not system-automated by time rules.
  3. WhatsApp Message Templates : Pre-approved WhatsApp templates can be sent manually from the lead profile.
  4. Activity History & Accountability : The lead profile shows status changes, WhatsApp messages sent, and user updates for transparency.

Can I send bulk messages to leads via WhatsApp in Mizo CRM?

Bulk messaging is not included in the default Mizo CRM plan but can be added as an optional module upon request. This add-on allows sending messages to multiple leads at once using approved WhatsApp Business templates, with filtering by status, tag, or source for manual campaigns. Bulk WhatsApp messaging follows Meta’s WhatsApp Business API guidelines, which include using only pre-approved templates and adhering to daily sending limits.

Does Mizo CRM support reminders and follow-ups?

Yes, Mizo CRM includes simple and effective follow-up tools. You can set manual reminders for any lead, view daily follow-ups on the dashboard, send WhatsApp follow-up messages directly from the CRM using templates, and track all interactions in the lead’s activity history. Leads can also be assigned to team members for follow-up.