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MessageDesk + Zoho CRM

MessageDesk + Zoho CRM

MessageDesk + Zoho CRM integrations

Add new Zoho CRM leads to MessageDesk and send welcome text messages

Engage your newest Zoho leads with a welcome text message sent by MessageDesk. Great for turning Zoho Leads into engaged customers automatically. PRO TIP: Include keyword autoresponders in your text message to continue the conversation

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...
Add or Update ContactCreates a contact or updates them if they already exist
ActionWrite
then do this!
Send Message to ContactThis action sends an SMS message to a contact in MessageDesk.
ActionWrite

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More things you can do with Zoho CRM and MessageDesk

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

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
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Contact Phone Number
  Required
- Contact First Name
- Contact Last Name
- Contact Email Address
- Extension Value
Action
Write
- Phone Number
  Required
- Message Text
  Required
- Workspace
  Required
- Date
  Required
- Before/After
  Required
- Days
  Required
- Time of Day
  Required
- Timezone
  Required
Action
Write
- Workspace
  Required
- Message Text
  Required
- Phone Number
  Required
- Create Contact
  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
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Phone Number
  Required
Action
Write
- Workspace
  Required
- Phone Number
  Required
Action
Write
- Workspace
  Required
- Phone Number
  Required
Action
Write

About MessageDesk

MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more

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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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