Intelli Messaging + Zoho CRM

Intelli Messaging + Zoho CRM integrations

Create or Update Intelli Messaging contacts for new contacts in Zoho CRM

Data entry is imperative to execute your marketing strategies - make it easier by automating it. When a new contact is added in Zoho CRM, add or update that contact in Intelli messaging contact list. This contact list can be then used to send bulk SMS or to create a scheduled marketing campaign using Zoho CRM and Intelli Messaging. You won't have to manually create contacts again.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Insert or Update a Contact RecordThis action Creates or Updates a Contact Record. This can be used to transfer contacts from your favourite Application to Intelli Messaging. You can use this action to schedule SMS for such as Anniversary or Birthdays. The key for the contact record is the IntegrationId which is mapped to Others systems ContactId. If a record exists it is updated - if not it is created
ActionWrite

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More things you can do with Zoho CRM and Intelli Messaging

Discover other triggers and actions you can use with Zoho CRM and Intelli Messaging

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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
Receive SMS
Triggers when an SMS Message is received to your virtual mobile number and account.
Trigger
Instant
Try It
- text
  Required
- recipient
  Required
- sender
- validity
- scheduled
- recipientCountry
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
Message Delivery Status
Triggers when the final delivery status of a sent SMS message is received.
Trigger
Instant
Try It
- Contact Record Id
  Required
- First Name
- Last Name
- Mobile Number
  Required
- Contact Tags in single string
- Contact Tags as a Array
- Email Address
- Additional Field 1
- Additional Field 2
- Additional Field 3
- Opt Out Flag
- Membership Date
- Birth Date
- Anniversary Date
- InActive
- City
- Country
- Region
Action
Write
- text
  Required
- recipient
  Required
- sender
- validity
- scheduled
- recipientCountry
Action
Write

About Intelli Messaging

Intelli Messaging lets you send SMS Messages worldwide.

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Related categories

Phone & SMS

About Zoho CRM

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

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Related categories

CRM (Customer Relationship Management)

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