Integrate Zoho CRM with Nexmo

Send information between Zoho CRM and Nexmo automatically, without writing any code, using Zoho Flow.

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Send a welcome email in Nexmo for a recently created contact in Zoho CRM

Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will trigger a welcome email in Nexmo whenever a new contact is added in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow sends an SMS in Nexmo.
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Send a welcome email in Nexmo for a recently created contact in Zoho CRM

Zoho CRM + Nexmo

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Supported triggers and actions

Integrate Zoho CRM and Nexmo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Updated module entry

Triggers when an entry is updated in the selected module

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

New lead

Triggers when a new lead is created

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New note

Triggers when a new note is added

Delivery receipt generated

Triggers when a new delivery receipt is generated

SMS received

Triggers when a new SMS is received

All Actions - Actions are the automated tasks

Update related module entry

Relates an entry in this module with an entry in another module

Send mail merge

Sends a mail merge with details of the selected record

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches a user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Send SMS

Sends an SMS

Send WhatsApp verification

Sends a WhatsApp verification

Send WhatsApp message

Sends a new WhatsApp message

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Nexmo?

Nexmo provides APIs for SMS, voice, and phone verifications. You can replace passwords with single-use codes, validate phone numbers, and reach out to customers over multiple channels.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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