Zalo

1. Benefits of Using Zalo OA on Getfly CRM

Manage multiple Zalo Official Accounts (OA) on a single platform—saving time and effort.

Interact directly with customers for quick consultation and order closing.

Systematically store customer data, transaction history, and order information.

Send automated messages to build long-term customer relationships.

2. Connection Requirements and Instructions

2.1 Connection Requirements

A verified Zalo Official Account (Advanced level). [Register here].

The Getfly system must be using the Social CRM module.

Your Getfly account must have permission to access Zalo OA features.

2.2 Connection Steps

Step 1: Log in to Getfly CRM, go to Social CRM > Zalo > Log in to Zalo OA.

Step 2: The Zalo login screen will appear. Choose to log in via QR Code or Phone Number.

Step 3: Grant permission for the application to manage your Zalo Official Account.

Step 4: Once connected, the Zalo OA management interface will appear, confirming successful integration.

Note:

You can connect multiple Zalo OA accounts within one Getfly system.

Messages will be clearly marked by OA account in each customer's conversation view.

2.3 Disconnecting a Zalo OA Account

Step 1: Access the Zalo OA management screen and click the Settings icon in the top right corner.

Step 2: Select the Zalo OA account to disconnect and click the Disconnect icon.

3. Managing Messages on Zalo OA

3.1 Receiving and Sending Messages in Getfly CRM

Customer messages sent to Zalo OA are synced to Getfly. You can respond directly by entering your message in the input field.

Notes:

Only data generated after the connection will be synced. Previous messages will not be retrieved.

You can send text, images (JPG, PNG), and documents (PDF, DOC, DOCX).

You cannot send contact cards, voice messages, locations, or download images from Zalo.

If the customer deletes or recalls a message, Getfly Zalo will still retain it.

Animated stickers are received as static images. GIFs and links are handled as animated and plain text respectively.

3.2 Zalo OA Labeling Feature

Getfly allows you to create, edit, delete, assign, and search for labels in Zalo OA.

Create a Label: Navigate to the Zalo OA management screen → in the Search by Label box, click Edit to open the label creation window.

Edit a Label: Select a label from the list and modify its name.

Delete a Label: Click the delete icon next to the label.

Assign a Label: Apply labels to customer profiles for better classification.

Search for Labels: Filter customers by assigned labels.

4. Customer Management

4.1 Add New Customers

You can link a Zalo OA user to a customer profile in the CRM.

To check if the customer already exists, enter their name, phone number, or email in the top search bar.

If the customer exists, you can add a new contact under their profile and save.

If not, create a new customer record and save.

If a customer has multiple points of contact, you can manage them under the Contacts tab.

While chatting with a customer on Zalo OA, you can also:

Quickly add interaction notes.

Attach relevant files (documents, images) for context.

Use @tags to mark individuals or highlight key details.

Notes:

The system does not limit the number of contacts per customer.

To mark Zalo as the main contact channel, check “Zalo is main contact for this person”.

4.2 Link Zalo OA from Customer Detail View

Click the Zalo icon next to a contact's information to open the Zalo chat interface directly from the customer profile.

4.3 Create Orders, Quotations, Tasks, or Tickets

To create a customer order:

Click Add New > Add Sales Order.

A new order entry screen will open, allowing you to fill out product and transaction details (similar to the Sales module).