Chekkit + Zoho CRM

Create new Zoho CRM entries from new inbound text messages in Chekkit

Improve your customer interaction and follow-up process seamlessly. Upon receiving a new text message in Chekkit, this workflow simultaneously creates a corresponding entry in Zoho CRM. This efficient process eliminates the manual transfer of data between systems, ensuring customer information is up-to-date in your CRM. Experience enhanced precision in communication management and overall business operations.

Improve your customer interaction and follow-up process seamlessly. Upon receiving a new text message in Chekkit, this workflow simultaneously creates a corresponding entry in Zoho CRM. This efficient process eliminates the manual transfer of data between systems, ensuring customer information is up-to-date in your CRM. Experience enhanced precision in communication management and overall business operations.

  1. When this happens...
    ChekkitChekkit
    New Inbound Text Message

    Triggers when you a receive a new SMS message to your Chekkit account.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

  • Chekkit triggers, actions, and search

    New Review Invitation Sent

    Triggers when a new review invitation is sent.

    Trigger
    Polling
    Try It
    • Full NameRequired

    • Mobile Phone

    • Email

    • text

    Action
    Write
    • Customer NameRequired

    • Mobile Phone Number

    • Email Address

    • MessageRequired

    • Employee

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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
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chekkit logo

About Chekkit

Chekkit is a review management and messaging tool for local business.

Related categories

  • CRM (Customer Relationship Management)

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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