Connect Text2reach and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Text2reach
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Ready to use Text2reach and Zoho CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Text2reach integrations.
Send SMS
Send an SMS to a phone number
Get SMS Delivery Status
Check SMS delivery status
Get SMS Delivery Details
Fetch SMS delivery details
Cancel Scheduled SMS
Cancel scheduled SMS by ID
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
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Frequently Asked Questions
To start, connect both your Text2reach and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Text2reach triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Text2reach data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Text2reach and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Text2reach and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Text2reach
Text2Reach is a powerful SMS marketing and business messaging platform that helps businesses send bulk SMS, notifications, OTPs, and automated messages worldwide. It offers features like SMS API integration, two-way messaging, delivery reports, and campaign scheduling for seamless customer communication. ([text2reach.com][1]) [1]: https://www.text2reach.com/en/?utm_source=chatgpt.com "Text2reach: SMS messaging"
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn More
