Easily enable SMS, WhatsApp, and Call functionality for any custom module in Zoho CRM. With HelloSend, you can interact with contacts from custom modules just like standard ones—directly from the record view.
This flexibility allows your team to communicate more efficiently across custom records, ensuring a seamless experience and centralized message tracking.
Supported Integrations
Supported Channels
1Create the HelloSend DM Button
To add a button to any custom module:
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Go to Zoho CRM > Setup
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Use the top search bar to find Links
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In the left panel, select your desired custom module (e.g., Deals)
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Click on + Buttons
Fill out the Create Button form:
Name: HelloSend DM
Action: Open a Widget
Select Page
Choose Position (a preview will also be shown)
Select Layout(s) as needed
Widget Configuration:
Click + Create New Widget
Fill in the following:
Name: HelloSend DM
Widget Type: Button
Hosting: External
Base URL:
https://omessage.oapps.xyz/sendsms?leftServiceId=f1ad428a-41ea-469a-8733-1071351ba6c7&service=zohocrm&rightServiceId=c366f409-52a1-4ef1-8bdd-d2a2637faeb7&rightServiceName=ringcentral&sideBar=false&topBar=false&source=DM
Button Accessibility:
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Select relevant Profile(s) (e.g., Administrator)
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Click Save
2Add a Lookup Field
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Go to Zoho CRM > Setup
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Search for Modules
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Open the HelloSend History module
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Click on the default layout (usually Standard)
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Drag and drop a Lookup field
Configure the Lookup Field:
Label: Deals_Lookup (or the appropriate custom module name)
Lookup Module: The module you linked the HelloSend button to
Related List Title: HelloSend
Click Save
3Configure Phone Numbers
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Click the HelloSend DM button in your custom module
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In the Send SMS panel, you'll find the "To Number" field with a ⚙️ gear icon
Phone Configuration Popup:
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Click the gear icon to open the phone number configuration popup
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View current Primary & Secondary Phone Fields from Zoho CRM
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Update phone fields as needed—your changes will appear in the dropdown
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You can also select phone fields from related modules (like Accounts or Deals)
This gives you the flexibility to choose the most appropriate contact number for messaging.
4Associate Lookup Field
What is "Associate Lookup Field"?
The Associate Lookup Field connects your custom module (e.g., Deals, Leads) to the HelloSend History module. This ensures each message is linked to the correct record, allowing complete message tracking.
Why It Matters
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Creates a direct connection between message history and custom records
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Enables message tracking per record
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Allows users to view all related SMS under a specific Deal, Lead, etc.
How to Set It Up
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Go to Zoho CRM > Setup > Modules
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Open the HelloSend History module (Twilio or RingCentral)
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In the layout editor, add a Lookup field:
- Label: Deals_Lookup, Leads_Lookup, or similar
- Lookup Module: Your custom module (e.g., Deals)
- Save the layout
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Then go to HelloSend DM settings and map this lookup field under the Associate Lookup Field section.
✅ Benefits of HelloSend for Custom Modules
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Direct Communication
Send messages from within Zoho CRM
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Custom Module Compatibility
Works with any module setup
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Bulk SMS Support
Ideal for campaigns and notifications
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Smart Auto-Mapping
Minimizes errors in contact number selection
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Integrated Message History
Logs all communications in HelloSend History
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Efficient Workflow
Saves time with a simplified process
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Supports Multiple Providers
Use Twilio or RingCentral
📌 Conclusion
By following these four simple steps—creating the HelloSend DM button, adding a lookup field, configuring phone numbers, and associating modules—you can bring robust messaging features to your custom Zoho CRM modules. HelloSend provides a reliable, scalable, and user-friendly solution for all your SMS communication needs.
