Connect TxtSync and Zoho CRM to Build Intelligent Automations

Choose a Trigger

TxtSync

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use TxtSync and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Outbound SMS

New Outbound SMS

Runs when a New SMS is sent.

New Contact Created

New Contact Created

runs when a New Contact is Created.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

Do thisActions

Action is the task that follows automatically within your TxtSync integrations.

Send SMS

Send SMS

Send a single SMS to a phone number or contact.

Create a Contact

Create a Contact

Adds a new contact to your TxtSync contact list.

Update a Contact

Update a Contact

Update an existing contact's details.

List Contacts

List Contacts

List all contacts and their details.

Update a lead

Update a lead

Update an existing lead by Email, Mobile and ID.

Create a Note

Create a Note

Create a note in the selected module

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Frequently Asked Questions

How do I start an integration between TxtSync and Zoho CRM?

To start, connect both your TxtSync and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in Zoho CRM (or vice versa).

Can we customize how data from TxtSync is recorded in Zoho CRM?

Absolutely. You can customize how TxtSync 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.

How often does the data sync between TxtSync and Zoho CRM?

The data sync between TxtSync and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from TxtSync to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between TxtSync and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between TxtSync 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.

TxtSync

About TxtSync

TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.

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Zoho CRM

About 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.

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