Zoho CRM Integration

Automate SMS, MMS, Voice, Post and Fax with Zoho CRM

About Zoho CRM

Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system.

ClickSend is a multi channel business communications platform that offers SMS, MMS, Voice, Fax, Email, Post Letter and Postcard.

Integrate Zoho CRM with ClickSend to send text messages, voice, letters and more.

The integration can be installed using the buttons on the left.

To use our Zoho CRM Plugin, we’ve prepared some help resources for you.

How to install ClickSend SMS plugin in Zoho CRM: https://help.clicksend.com/article/w3v19xo71p-zohocrm-integration

How to trigger an SMS from Zoho CRM: https://help.clicksend.com/article/analiol5t2-how-to-send-sms-when-a-workflow-is-triggered-in-zoho-crm

Alternatively, you can set up a webhook to send SMS using Workflow rules: https://help.clicksend.com/article/analiol5t2-how-to-send-sms-when-a-workflow-is-triggered-in-zoho-crm

You can also integrate using Zapier. Here is how to: https://help.clicksend.com/article/8930cpzbv7-zoho-crm-zapier-integration

Integrate SMS messaging and more with your Zoho CRM account

ClickSend SMS is added on the following modules:

  • Leads module
  • Contacts Module
  • Accounts Module

If wanting to use SMS functionality on a different module, use workflow rule instead of the plugin. Instructions are found here.

With the plugin, you can have:

  • Two-way SMS conversations
  • Notifications on inbound SMS
  • Message history
  • Bulk SMS messaging
  • Manage SMS templates with dynamic fields
  • Sent messages from ClickSend platform reflects inside Zoho CRM.

With Zapier, Automate.io, Integromat and Leadsbridge you can:

  • Send SMS
  • Receive SMS
  • Send MMS
  • Send text-to-speech voice calls
  • Send letters
  • Send custom postcards
  • Send fax
  • Create contact and list
  • Delete contact and list
  • Search lists and contact by phone and email address

With Piesync, you can sync your contacts from ClickSend to Infusionsoft vice versa.

Zoho CRM pricing

This integration is free in Zoho CRM. You only pay for the messages sent.

Zapier and other integration partners offer a Free Plan. After the plan has been consumed, fees may apply. However, the connector is free to set up.

You may sign up for a free ClickSend account and test with the free credits here: https://clicksend.com/signup

Our support is open 24/7 for any questions or email us at support@clicksend.com

Zoho CRM & ClickSend Zapier templates

Zoho CRM & ClickSend Make templates

Zoho CRM video

Zoho CRM listing screenshots

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