Hilos + Zoho CRM

Send a whatsapp message in Hilos for every new lead in Zoho CRM

When a new lead is added in Zoho CRM, don't miss a beat—this workflow has you covered. It will promptly send a WhatsApp message via the Hilos app, ensuring prompt communication and lead engagement. Improve your response times, enhance your customer service, and prioritize effective lead management with this Zoho CRM to Hilos automation.

When this happens...
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.
TriggerPolling
automatically do this!
Send a WhatsApp Message
Send a Whatsapp approved message template to any number
ActionWrite

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Supported triggers and actions

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
- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Deleted Contact
Triggers when an contact is deleted.
Trigger
Instant
Try It
Contact Completed Flow
Triggers when a contact completes a flow.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- External URL
- Source
- Custom properties
- Tags
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
New Contact
Triggers when an new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an contact is updated.
Trigger
Instant
Try It
Contact Joined Inbound Flow
Triggers when a contact sends a message that starts an inbound flow.
Trigger
Instant
Try It
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Template Name
Action
Search

About Hilos

Hilos is the full-stack for WhatsApp: get Business API Access, chat using our WhatsApp multi-agent Inbox and build automations that integrate with your existing tools (like your CRM).

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