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SmartDialog + Zoho CRM

SmartDialog + Zoho CRM

SmartDialog + Zoho CRM integrations

Send new Zoho CRM contacts SmartDialog SMS messages

You can now easily automate your welcome text messages! With this integration you can send a text messages automatically to your New Zoho CRM contacts.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Send a Text MessageSend an SMS-Message to recipients.
ActionWrite

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More things you can do with Zoho CRM and SmartDialog

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

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
- Customer
  Required
- Active
  Required
- Phone
  Required
- Email
- Firstname
- Lastname
- Gender
- Birthyear
- Street Address
- Zipcode
- City
- Countrycode
- Custom Properties
- Phonenumber Regions
Action
Write
- Customer
  Required
- Phone
  Required
Action
Write
- Customer
  Required
- Active
  Required
- Phone
  Required
- Email
- Firstname
- Lastname
- Gender
- Birthyear
- Street Address
- Zip Code
- City
- Country Code
- Custom Properties
- Phonenumber Regions
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
- Customer
  Required
- Service
  Required
Trigger
Instant
Try It
- Customer
  Required
Action
Write
- Sender
- Message content
  Required
- Protocol
  Required
- Customer
  Required
- Address
  Required
Action
Write

About SmartDialog

SmartDialog is a platform used to send and receive SMS- and WhatsApp messages. It offers a wide variety of smart messaging services.

Related categories

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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Related Zap Templates

Send SmartDialog SMS messages when new/updated module entry in Zoho CRM

Related Zap Templates

Send SmartDialog SMS messages when new/updated module entry in Zoho CRM