Integrate SMS By Connect with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between SMS By Connect and Zoho CRM

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About SMS By Connect

SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Want to explore SMS By Connect + Zoho CRM quick connects for faster integration? Here’s our list of the best SMS By Connect + Zoho CRM quick connects.

Explore quick connects

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Connect SMS By Connect + Zoho CRM in easier way

It's easy to connect SMS By Connect + Zoho CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Send SMS Message

    Send an SMS message to Selected Contacts

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How SMS By Connect & Zoho CRM Integrations Work

  1. Step 1: Choose SMS By Connect as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SMS By Connect to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SMS By Connect and Zoho CRM

  • SMS by Connect
  • SMS by Connect is a software top that integrates with Zoho CRM and helps in sending and receiving text messages and voice calls through mobile phones. The software provides different features such as:

    • Supports multiple users
    • Supports unlimited number of mobile numbers
    • Provides the facility to schedule messages
    • Support for both one-time and recurring messages
    • Support for both voice and text messages
    • Support for mobile phone carriers such as AT&T, Verizon, T-Mobile, Sprint, Rogers, Bell, Fido, Telus, Virgin Mobile, Vodafone, O2, Three, Orange
    • Includes the facility to create templates for the messages
    • Provides the facility to work offline after initial synchronization of the database with Zoho CRM application
    • Supports integration with Outlook Calendar
    • User friendly interface that allows right click on any message to view details
    • Compatible with all versions of Zoho CRM applications

    Zoho CRM

    Zoho CRM is a customer relationship management application that helps businesses to manage their marketing, sales and support activities. It allows different people to work on the same application without facing any conflicts. The application’s strength lies in its simplicity. It consists of 4 major modules namely Sales, Marketing, Service and Reports. These modules are further divided into submodules. For example, Sales is divided into Accounts & Contacts, Orders & Quotes, Activities & Jobs, Opportunities etc. The submodules are again further divided into other submodules. For example, Sales has Opportunities which are further divided into New Opportunities, Update Opportunities etc.

  • Integration of SMS by Connect and Zoho CRM allows businesses to communicate with customers in an effective manner. A business can send SMS or Voice calls to their customers. They can also schedule the messages so that they reach customers at appropriate times. Integration of SMS By Connect and Zoho CRM benefits businesses in the fplowing ways:
    • Build Brand Awareness – Through SMS By Connect and Zoho CRM integration, business can build customer loyalty by reminding customers about their services and products. They can also send them timely information about special offers and discounts through SMS or Voice calls. For example, if a food product company sends out an SMS about the launch of new products to all its customers on a particular day, this will help in building brand awareness among customers. Customers will be informed that this company has launched new products and will be encouraged to order these products. This will increase sales of the company. Similarly, if a bank sends out an SMS on credit cards to its customers telling them that there are some offers on interest rates on these cards which will expire in two weeks time, customers will be encouraged to make use of these offers before they expire. Thus, it increases sales of the credit cards. If a store sends out an SMS to its customers after six pm on Friday telling them that there is some discount on certain products for this weekend only, customers will rush to the store to avail these discounts before they expire. This way businesses can build brand awareness among their current customers as well as attract new customers through the use of SMS By Connect and Zoho CRM integration.
    • Track Customer Behavior - Businesses can keep track of customer behavior using SMS By Connect and Zoho CRM integration. They can analyze how many times a message has been read by a customer and how many times a customer clicked on a link within a message sent by the business. They can then take action based on this information. If a customer has not opened a particular message sent by a business even after several tries, this indicates that he does not want to receive any more messages from the business in future. In such cases, the business can take necessary steps to stop sending messages to this customer or can start sending him/her messages with discounts or offers to retain his/her loyalty. On the other hand if a customer opens a message sent by a business immediately without opening any other message received at the same time from another business, this indicates that he/she is interested in products or services offered by that business. In such cases businesses can take action accordingly to win over the customer. If a customer clicks on a link within a message sent by a business but does not do so again even after several attempts, this shows that he/she is not interested in products or services offered by that business. In such cases businesses should stop sending him/her any more messages through SMS By Connect and Zoho CRM integration.
    • Reduce Costs – Businesses can reduce costs by using SMS By Connect and Zoho CRM integration as it reduces the need for employing expensive call centers to contact customers about their services and products. Also it reduces the need for maintaining huge call center staffs as SMS By Connect and Zoho CRM integration allows sending text messages as well as making voice calls from computers instead of having human operators sitting in call centers all day long to make calls and send text messages. One more advantage is that businesses do not have to pay per minute charges for text messages as compared to voice calls as they are charged only when they are sent out and then delivered to mobile phones and not when they receive them (according to Zoho. Thus businesses save money on call center expenses as well as overheads like hiring staff and paying wages etc.

    The process to integrate SMS By Connect and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am