Zoho CRM Integration
Send SMS directly from your CRM contacts
About Zoho CRM
Zoho CRM is a powerful cloud-based customer relationship management platform used by businesses worldwide to manage sales, marketing, and customer support. Known for its flexibility and extensive feature set, Zoho CRM helps organizations of all sizes build stronger customer relationships and streamline their sales processes.
With customizable modules, workflow automation, and deep integration capabilities, Zoho CRM adapts to your business needs. The platform includes lead management, deal tracking, contact organization, and powerful reporting tools that give you complete visibility into your customer journey.
SMS Communication in Zoho CRM
Adding SMS capabilities to Zoho CRM enables your team to communicate with contacts instantly. Our integration adds a "Send SMS" button directly to contact records, allowing users to send text messages without leaving the CRM interface.
When you click the Send SMS button, a popup widget appears showing the contact's name and phone number. Simply type your message, see the character count and SMS segments in real-time, and send. The integration supports both dedicated shortcodes and shared shortcodes for maximum flexibility.
Key Benefits
One-Click SMS
Add a "Send SMS" button to any contact record. Click it and start typing your message immediately.
Auto-Fill Contact Info
The widget automatically pulls the contact's name and mobile number. No manual data entry required.
Character Counter
See your character count and SMS segments in real-time as you type your message.
Easy Setup
Add the integration in minutes using Zoho's built-in button customization. No coding required.
Flexible Authentication
Works with shared API keys or dedicated shortcodes with OAuth for enterprise deployments.
Mobile Friendly
The SMS widget works on desktop and mobile, so your team can send texts from anywhere.
How It Works
Add the Button
Create a "Send SMS" button in Zoho CRM's contact module customization settings.
Click to Send
Open any contact and click the Send SMS button. A popup widget appears with contact details pre-filled.
Type and Send
Write your message, see the character count, and hit send. The message is delivered instantly.
Use Cases
Appointment Confirmations
Send quick confirmation texts when scheduling meetings or appointments with contacts.
Personal Follow-ups
Send personalized follow-up messages to leads and contacts directly from their CRM record.
Sales Outreach
Reach prospects with quick text messages that have higher open rates than email.
Order Updates
Notify customers about order status, shipping updates, or delivery confirmations.
Add SMS to Your Zoho CRM
Get started with our Zoho CRM integration. Sign up for a WebSMS account and add the Send SMS button to your contacts in minutes.
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