Chekkit + Zoho CRM

Chekkit + Zoho CRM integrations

Send text messages in Chekkit for new module entries in Zoho CRM

Save time and ensure speedy communication by connecting your Zoho CRM to Chekkit. This automation workflow initiates when there is a new module entry in Zoho CRM and instantly sends a text message via the Chekkit app, streamlining your customer communication and enhancing response time. Stay on top of your CRM entries and improve your customer interaction without any manual intervention.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Send Text MessageSends a text message to a customer through Chekkit via SMS or Email. Text message replies will appear in your Chekkit dashboard, email replies will be sent to your email inbox.
ActionWrite

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More things you can do with Zoho CRM and Chekkit

Discover other triggers and actions you can use with Zoho CRM and Chekkit

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
New Review Invitation Sent
Triggers when a new review invitation is sent.
Trigger
Polling
Try It
- Full Name
  Required
- Mobile Phone
- Email
- text
Action
Write
- Customer Name
  Required
- Mobile Phone Number
- Email Address
- Message
  Required
- Employee
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
New Inbound Text Message
Triggers when you a receive a new SMS message to your Chekkit account.
Trigger
Polling
Try It
New Textchat Message
Triggers when a new message is sent through your textchat widget.
Trigger
Polling
Try It
- Message
  Required
Action
Write
- Customer Name
  Required
- Mobile Phone
- Email
Action
Write

About Chekkit

Chekkit is a review management and messaging tool for local business.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Related categories

CRM (Customer Relationship Management)

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Zoho

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Related Zap Templates

Create new Zoho CRM entries from new inbound text messages in Chekkit

Related Zap Templates

Create new Zoho CRM entries from new inbound text messages in Chekkit