TextMagic SMS + Zoho CRM

Convert new incoming messages in TextMagic SMS into leads in Zoho CRM

Receive a new message in the TextMagic SMS app and this workflow will immediately swing into action, turning those incoming messages into potential leads in your Zoho CRM. Keep your CRM updated in real time without the need for manual data entry, enabling you to focus on turning those leads into success. Use this smart automation to streamline your sales process, and ensure every SMS inquiry is swiftly catered to.

When this happens...
New Incoming Message
Triggers when a new incoming message is received.
TriggerInstant
automatically do this!
Convert Lead
Convert an existing lead to contact and account
ActionWrite

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Supported triggers and actions

What does this mean?

New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write

- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write

- Contact Name or Phone
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Name or Phone
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- ListsRequired
- Edit Existing Contact When Found
Action
Search or write
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 Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
- ListRequired
- ContactRequired
Action
Write
- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
- Country
Action
Write
- TextRequired
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
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

About TextMagic SMS

TextMagic is a business text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

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

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Zapier Interfaces

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

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TextMagic SMS + Zoho CRM

Convert new incoming messages in TextMagic SMS into leads in Zoho CRM

New Incoming Call

New Incoming Message

Create Contact

First Name

Last Name

Email

Company Name

ListsRequired

Phone Number Format

Country

Edit Existing Contact When Found

Create List

Name

Shared

Change Forwarding Number

Dedicated NumberRequired

Forward Calls ToRequired

Look Up Email

EmailRequired

Set Custom Field Value

Custom FieldRequired

ContactRequired

Custom Field Value

Find Contact

Contact Name or Phone

Exact Match

Include Shared Contacts?

Phone Number Format

Country

Empty result when query is empty

Find or Create Contact

Contact Name or Phone

Exact Match

Include Shared Contacts?

Phone Number Format

Country

Empty result when query is empty

PhoneRequired

First Name

Last Name

Email

Company Name

ListsRequired

Edit Existing Contact When Found

New Contact

New Module Entry

ModuleRequired

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