Intelli Messaging + Zoho CRM
Create or Update Intelli Messaging contacts for new contacts in Zoho CRM
Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new contact is added in Zoho CRM, add or update that contact in Intelli messaging contact list. This contact list can be then used to send bulk SMS or to create a scheduled marketing campaign using Zoho CRM and Intelli Messaging. You won't have to manually create contacts again.
Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new contact is added in Zoho CRM, add or update that contact in Intelli messaging contact list. This contact list can be then used to send bulk SMS or to create a scheduled marketing campaign using Zoho CRM and Intelli Messaging. You won't have to manually create contacts again.
- When this happens...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.
- automatically do this!Insert or Update a Contact Record
This action Creates or Updates a Contact Record. This can be used to transfer contacts from your favourite Application to Intelli Messaging. You can use this action to schedule SMS for such as Anniversary or Birthdays. The key for the contact record is the IntegrationId which is mapped to Others systems ContactId. If a record exists it is updated - if not it is created
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
