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Zoho CRM

Text new leads and contacts from Zoho CRM, and bring replies back as notes.
Start free for 7 daysStep-by-step in the docs

All integrationszoho.com(opens in a new tab)

What you can do

  • Text new Zoho CRM leads from your own number.
  • Text a contact when their deal reaches a stage you choose.
  • Bring each reply back into Zoho CRM as a note.

How it connects

  • Recommended

    Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

  • Make

    BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.

    Make in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text new leads

Starts when

When a lead is created in Zoho CRM

  1. Start a Zap with Zoho CRM’s trigger for a new lead.
  2. Add BlueBot’s Send Text action and map the lead’s mobile number to To.
  3. Write the text with the lead’s first name mapped in.

The text it sends

Hi {{first_name}}, this is Morgan from Clearwater Solar. Thanks for your request. When can we take a look at your roof?

From your own number

02With Make

Add replies to the lead as a note

Starts when

A text comes in (BlueBot’s message.received webhook)

  1. Start a scenario from BlueBot’s webhook for incoming texts.
  2. Search Zoho CRM for the lead or contact with the sender’s phone number.
  3. Add a note to that record with the words of the text.
Step-by-step in the docs

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