D7 Messaging + Zoho CRM + Filter by Zapier

Send D7 Messaging messages to new Zoho CRM contacts

Now you can automatically get in touch with your new leads, so they stay engaged! Use this Zap to automatically send D7 Messaging messages to new contacts created in Zoho CRM. This Zap will also automatically check if the new contact has a mobile number listed and, if they don't, no SMS will be sent.

When this happens...
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.
TriggerScheduled
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send SMS Message
Utilize this endpoint to send individual SMS, batch SMS, Unicode (language types), and more.
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
- Only continue if...Required
Action
Filter
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Message ContentRequired
- Data Encoding
- Expiry
- Retry Delay
- Retry Count
- OTP Code Length
- OTP Type
- Template ID
- Success URL
- Failure URL
Action
Write
- OTP IDRequired
Action
Write
- Workspace NameRequired
- Channel NameRequired
- ContentRequired
- Report URL
Action
Write
- OTP IDRequired
- OTP CodeRequired
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Report URL
- Conversation ID
- Template IDRequired
- LatitudeRequired
- LongitudeRequired
- Location Name
- Location Address
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Report URL
- Attachment TypeRequired
- Attachment URLRequired
- Attachment Caption
- Conversation ID
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Report URL
- LatitudeRequired
- LongitudeRequired
- Location Name
- Location Address
- Conversation ID
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Template IDRequired
- Media TypeRequired
- Media URLRequired
- Conversation ID
- Report URL
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Template IDRequired
- Conversation ID
- Report URL
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
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
Check Balance
Check D7API account balance.
Action
Write
- RecipientRequired
Action
Write
- Originator / Sender IDRequired
- Recipients / DestinationRequired
- Message ContentRequired
- Data EncodingRequired
- Report URL
- Message Type
Action
Write
- Originator / Sender IDRequired
- LabelRequired
- Recipients / DestinationRequired
- Message ContentRequired
- Image URL
- Button Action URL
- Button Caption
- Report URL
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Template IDRequired
- Media TypeRequired
- Media URLRequired
- Conversation ID
- Report URL
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Template IDRequired
- Conversation ID
- Report URL
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Report URL
- Contact First Name
- Contact Last Name
- Contact Display Name
- Contact Phone Number
- Contact Email
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Message TextRequired
- Report URL
- Conversation ID
Action
Write
- Originator / Sender IDRequired
- Recipient / DestinationRequired
- Report URL
- Conversation ID
- Template IDRequired
- LatitudeRequired
- LongitudeRequired
- Location Name
- Location Address
Action
Write

About D7 Messaging

Connect globally with D7 Messaging. Our API supports Promotional & Transactional SMS, OTP, 2FA, Number verification and lookup, Viber, and WhatsApp.

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

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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D7 Messaging + Zoho CRM + Filter by Zapier

Send D7 Messaging messages to new Zoho CRM contacts

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?

Only continue if...

Only continue if...Required

Generate OTP

Originator / Sender IDRequired

Recipient / DestinationRequired

Message ContentRequired

Data Encoding

Expiry

Retry Delay

Retry Count

OTP Code Length

OTP Type

Template ID

Success URL

Failure URL

Regenerate OTP

OTP IDRequired

Send Slack Message

Workspace NameRequired

Channel NameRequired

ContentRequired

Report URL

Verify OTP

OTP IDRequired

OTP CodeRequired

WhatsApp [Marketing] Location

Originator / Sender IDRequired

Recipient / DestinationRequired

Report URL

Conversation ID

Template IDRequired

LatitudeRequired

LongitudeRequired

Location Name

Location Address

WhatsApp [Service] Attachments

Originator / Sender IDRequired

Recipient / DestinationRequired

Report URL

Attachment TypeRequired