Textmagic + 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

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
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- ContactRequired
- AssigneeRequired
Action
Write

- Deal pipelineRequired
- DealRequired
- AssigneeRequired
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write

- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- 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
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

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
- ContactRequired
- TagsRequired
Action
Write
- Task boardRequired
- TaskRequired
- AssigneeRequired
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
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