Integrate Zoho CRM with MessageBird

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in MessageBird for newly created contacts in Zoho CRM

Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email in MessageBird when a new contact is created 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 message in MessageBird.
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Dispatch a welcome message in MessageBird for newly created contacts in Zoho CRM

Zoho CRM + MessageBird

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Create a contact in MessageBird each time a contact is created in Zoho CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in MessageBird 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 creates a new contact in MessageBird.
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Create a contact in MessageBird each time a contact is created in Zoho CRM

Zoho CRM + MessageBird

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Create a new contact in MessageBird whenever a new contact is created in Zoho CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in MessageBird each time a new contact is created in Zoho CRM.

How it works
  1. The flow triggers when a new contact is created in Zoho CRM.
  2. Zoho Flow creates a new contact in MessageBird.
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Create a new contact in MessageBird whenever a new contact is created in Zoho CRM

Zoho CRM + MessageBird

Build your own integrations between Zoho CRM and MessageBird

Connect Zoho CRM and MessageBird with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and MessageBird using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New module entry

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

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated deal

Triggers when an existing deal is updated

User created or updated

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

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New channel message received

Triggers when a new channel message is received

All Actions - Actions are the automated tasks

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

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.

Send mail merge

Sends a mail merge with details of the selected record

Create or update contact

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

Send email template

Sends an email to the specified users

Update related module entry

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

Create module entry

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

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

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

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch account

Fetches an account by its name or unique ID

Fetch deal

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

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

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

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Send MMS

Sends a new MMS message

Start channel conversation

Starts a new channel conversation

Send voice message

Sends a voice message

Send SMS

Sends an SMS message

Create contact

Creates a new contact

Create group

Creates a new group

Reply to Conversation

Adds a new message to an existing conversation and sends it to the contact you're talking to

Add contact to group

Adds an existing contact into group by group ID

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Remove contact from group

Removes an already added contact from group by group ID

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 MessageBird?

MessageBird is a customer communication platform. You can send voice messages, integrate video calling with your system, and connect to carriers across the globe.

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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