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Zoho CRM + Textline Integrations

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

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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.

About Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

Textline Integrations

Best ways to Integrate Zoho CRM + Textline

  • Zoho CRM Textline

    Zoho CRM + Textline

    Create or update Contact to Textline from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Textline Create or update Contact
  • Zoho CRM Textline

    Zoho CRM + Textline

    Send Message in Textline when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Textline Send Message
  • Zoho CRM Textline

    Zoho CRM + Textline

    Update Agent Status in Textline when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Textline Update Agent Status
  • Zoho CRM Textline

    Zoho CRM + Textline

    Send Announcement in Textline when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Textline Send Announcement
  • Zoho CRM Textline

    Zoho CRM + Textline

    Send Survey in Textline when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Textline Send Survey
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Textline in easier way

It's easy to connect Zoho CRM + Textline 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.

  • New Contact Message

    Triggers when a new contact message is created.

    Actions
  • 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.)

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho CRM & Textline Integrations Work

  1. Step 1: Choose Zoho CRM 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 Textline 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 Zoho CRM to Textline.

    (2 minutes)

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

Integration of Zoho CRM and Textline

  • Zoho CRM Zoho CRM is a web-based application that allows companies to manage their customer relationships. It offers comprehensive features that help in managing customer data, marketing campaigns, sales and support processes. ZohoCRM can be used on multiple devices, including desktops, laptops, tablets, and mobile phones. It is available for installation on both Windows and Linux operating systems.
  • Textline Textline is a powerful cloud-based telephony application that helps businesses to manage phone calls from customers. It helps you to analyze your call data and helps you to improve your customer service operation. Textline offers a variety of call recording features which can be customized based on your business needs. It also lets you attach the recorded calls to a contact. With Textline, you can record live calls from your mobile device.
  • Integration of Zoho CRM and Textline Integrating Zoho CRM and Textline into your business will allow you to seamlessly manage your customers’ phone calls and interactions with your company. You can record calls from your desktops or mobile devices, and create call notes for each call, so you don’t have to spend time writing down notes after a conversation with a customer. You can also use the call recording feature to train new employees, so they can learn about best practices in handling customer calls. Integration of Zoho CRM and Textline will help you monitor how much time is spent by employees on various tasks, such as handling customer calls. You can monitor the amount of time that is spent on phone calls with customers and help ensure that all employees fplow company ppicies when it comes to customer service. Integration of Zoho CRM and Textline will allow you to track which customers are calling in most frequently and why they are calling. This will help you focus on the customers who require the most attention and improve your overall customer service operation.
  • Benefits of Integration of Zoho CRM and Textline Integration of Zoho CRM and Textline will help you to better understand the needs of your customers and provide them with the information that they want or need. This will help retain existing customers and increase sales for your business. Integration of Zoho CRM and Textline will also help you to create more effective marketing campaigns by tracking which customers are responding to which campaigns. This will help you optimize your marketing strategies and increase the effectiveness of your marketing campaigns. Customizing Textline with Zoho CRM is easy and can be done within minutes. Once this integration is complete, you will be able to track all of your interactions with customers and use this data to improve your customer service operations.
  • The process to integrate Zoho CRM and Textline 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.