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SmartDialog + Zoho CRM

SmartDialog + Zoho CRM

SmartDialog + Zoho CRM integrations

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

Use this integration to automatically send a SmartDialog SMS when a specified contact property is changed in Zoho CRM. For example, you could trigger your SMS NPS survey when updating contact property in Zoho CRM.

When this happens...
New Module EntryTriggers instantaneously when any entry is created in the specified module.
TriggerInstant
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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Send new Zoho CRM contacts SmartDialog SMS messages

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Send new Zoho CRM contacts SmartDialog SMS messages