Salesmsg + Zoho CRM

Create or update Salesmsg contacts from new or updated Zoho CRM modules

Effortlessly keep your contacts in sync between Zoho CRM and Salesmsg with this seamless automation. Whenever a new or updated module entry occurs in Zoho CRM, a contact will be created or updated in Salesmsg, ensuring your records are always up-to-date and communication remains smooth. Streamline your customer management process and save time with this simple yet powerful workflow.

When this happens...
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a contact. Can be used to update a contact too.
ActionWrite

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Supported triggers and actions

What does this mean?

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
New Contact Opted-Out
Triggers when a contact has opted-out.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- TagsRequired
Trigger
Instant
Try It
- Phone NumberRequired
- Note TextRequired
Action
Write
- Send FromRequired
- Send ToRequired
- MessageRequired
- Media URL (MMS Message)
- Apply Tags
Action
Write
- Phone Number or Email AddressRequired
- Tags NameRequired
Action
Write
- Search by FieldRequired
- Apply Tag
- Unsubscribe from
Action
Write
- Search by FieldRequired
Action
Search
- Search by FieldRequired
- Phone NumberRequired
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Search or 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
Scheduled
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
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
- Phone Number
Trigger
Instant
Try It
New Contact
Triggers when you add a new contact.
Trigger
Instant
Try It
- Phone Number
Trigger
Instant
Try It
- Phone Number or Email AddressRequired
- Tag NamesRequired
Action
Write
- Phone NumberRequired
- First name
- Last Name
- Email Address
- Apply Tag
Action
Write
- Phone numberRequired
Action
Write
- Send FromRequired
- Send To (Phone Number)Required
- SMS Text MessageRequired
- Media URL (MMS Message)
- First Name
- Last Name
- Email Address
- Apply Tag
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search by Field
Action
Search

About Salesmsg

Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.

Learn more

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

Related categories

Similar apps

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CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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By team

Salesmsg + Zoho CRM

Create or update Salesmsg contacts from new or updated Zoho CRM modules

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New Contact Opted-Out

New Text Message Sent

Phone Number

Missed Incoming Phone Call

Phone Number

Tag Added to Contact

TagsRequired

Create Note

Phone NumberRequired

Note TextRequired

Send a Group Text Message (SMS / MMS)

Send FromRequired

Send ToRequired

MessageRequired

Media URL (MMS Message)

Apply Tags

Remove Tag From Contact

Phone Number or Email AddressRequired

Tags NameRequired

Opt-Out a Contact

Search by FieldRequired

Apply Tag

Unsubscribe from

Find Contact

Search by FieldRequired

Find Contact

Search by FieldRequired

Phone NumberRequired

First Name

Last Name

Email Address

Apply Tag

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired