Telebroad + Zoho CRM
Create or update Zoho CRM lead entries with new Telebroad text messages
Zoho CRM has a variety of ways of creating lead entries, but you can't create a lead natively from a text message. This integration allows you to do just that. Automatically connect a selected Telebroad SMS line directly to Zoho CRM and the caller ID details of any new message received are searched for in the Zoho database and updated.
Zoho CRM has a variety of ways of creating lead entries, but you can't create a lead natively from a text message. This integration allows you to do just that. Automatically connect a selected Telebroad SMS line directly to Zoho CRM and the caller ID details of any new message received are searched for in the Zoho database and updated.
- When this happens...New Text Messages
Triggers when there is a new SMS or MMS messages send or received.
- automatically do this...Find Module Entry
Finds an entry in a module
- then do this!Create/Update Module Entry
Create or update module entries
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Select your phoneRequired
Try ItFrom Phone NumberRequired
To Phone NumberRequired
MessageRequired
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.
Try ItNew 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.
Try It
Select phone numberRequired
Try ItNew 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.
Try ItModuleRequired
Try ItNew 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.
Try It
