Phone.com + Zoho CRM

Create or update Zoho CRM entries from new inbound sms on Phone.com

Capture every inbound SMS on Phone.com efficiently by using this workflow. As soon as a new message arrives, it instantly updates or creates a module entry in Zoho CRM. This fast and streamlined process ensures you never miss crucial messages and opportunities, enhancing your CRM's efficiency and productivity.

When this happens...
New Inbound SMS
Triggers when a new SMS was received.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
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New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
- Leg A Phone NumberRequired
- Private Call To Leg A
- Caller ID For Leg A
- ExtensionRequired
- Leg B Phone Number
- Caller ID For Leg B
Action
Write

- FromRequired
- ToRequired
- TextRequired
Action
Write
- ExtensionRequired
- Contact Group ID
- Name
- Phone
Action
Search

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
Scheduled
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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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
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Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
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- Extension
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
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- ExtensionRequired
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search
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
Scheduled
Try It
- ModuleRequired
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

Related categories

Phone & SMS

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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By team

Phone.com + Zoho CRM

Create or update Zoho CRM entries from new inbound sms on Phone.com

Call Completed

New Call

New Call Recording

New Outbound SMS

Extension

Make Call (Click to Call)

Private Call To Leg A

Caller ID For Leg A

ExtensionRequired

Leg B Phone Number

Caller ID For Leg B

Send SMS

FromRequired

ToRequired

TextRequired

Find Contact

ExtensionRequired

Contact Group ID

Name

Phone

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired

LayoutRequired

Trigger Workflow?

Create Module Entry

ModuleRequired

Field nameRequired

ValueRequired

LayoutRequired

Trigger

New Call Log Record

Call Status Updated

New Inbound SMS

Extension

New Voicemail

Create Contact

ExtensionRequired

Contact Group

Prefix

First Name

Middle Name

Last Name

Suffix

Phonetic First Name

Phonetic Middle Name

Phonetic Last Name

Nickname

Company Name