Gupshup + Zoho CRM

Gupshup + Zoho CRM integrations

Send template messages in Gupshup for new leads in Zoho CRM

Stay on top of your leads with this effective workflow. When a new lead is documented in Zoho CRM, a template message will promptly be sent via Gupshup. This seamless integration offers a hands-free approach to nurturing leads, ensuring swift communication that can contribute to better business relations and increased conversion rates. Keep the momentum moving without missing out on engagement opportunities.

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this!
Send Template MessageTemplate messaging enables a business to send out notification to their customers outside 24 hours window. WhatsApp mandates that notification should be only send to the users who has given consent to receive messages from the business. Keeping this as a default behavior on our platform, template messages can be only sent to users who are marked opt-in. Success indicates a message has been queued for sending.
ActionWrite

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More things you can do with Zoho CRM and Gupshup

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

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
- Phone Number
  Required
- Opt in or Out
  Required
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
Receive Incoming Messages
Triggers when any one of New message, New media message, Interactive quick reply, Template quick reply, Opt-in, or Opt-out is received in your WhatsApp Business Account. Provide your WhatsApp Account credentials and then select the event to link this trigger to.
Trigger
Instant
Try It
- Phone Number
  Required
- Template Type
  Required
- Template
  Required
Action
Write

About Gupshup

Gupshup is a Conversational Messaging Platform that helps businesses engage with customers across 30+ messaging channels across commerce, marketing, and support.

HelpHelp

Related categories

Communication

About Zoho CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Zoho

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Related Zap Templates

Receive new Gupshup messages and create module entries in Zoho CRM

Related Zap Templates

Receive new Gupshup messages and create module entries in Zoho CRM