Automating tasks in Zoho CRM can help your team save time and stay consistent in customer communications. With HelloSend integration, you can take automation a step further — by sending personalized SMS, WhatsApp messages, based on predefined workflow triggers.
Whether you're nurturing leads, updating clients, or notifying your sales team, HelloSend lets you automate it directly inside Zoho CRM.
Supported Integrations
Supported Channels
✅ Step-by-Step Installation Guide
1Navigate to Workflow Rules
- Log in to your Zoho CRM account
- Click the Settings (gear icon) in the top-right corner
- Under the Automation section, click Workflow Rules
2Create a New Workflow Rule
- Click Create Rule
- Select the module (e.g., Leads, Contacts, Deals) where the rule should apply
- Enter a Rule Name and optional Description
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Choose when the rule should trigger:
- On record actions (Create, Edit, Field Update)
- On a Date/Time
- Based on a Score
3Set Rule Criteria in Zoho CRM
- Define the conditions (e.g., Lead Status is "Interested")
- Use AND/OR logic to create complex criteria
- Click Next to proceed
4HelloSend Action
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Once in the Instant Actions section:
- Click on HelloSend (RingCentralAdvanced) from the list
- This opens the HelloSend Automate configuration page.
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Fill out the required fields:
- Friendly Name
- From Number
- To Number Fields - Choose a CRM module that includes phone fields
- Select the associated module's phone field
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Message Body Setup:
- Choose a module-specific message template
- Note: Once a template is selected, the message body becomes read-only
- Click Create Webhook URL to finalize
After completing the setup, click Save to store the webhook in Zoho CRM.
5Automation Trigger Example
When a lead is created in Zoho CRM, the webhook will automatically trigger, sending a message using the selected HelloSend template to the person associated with that lead.
✅ Benefits of Using HelloSend with Zoho CRM Workflow Rules
Automated Messaging Without Manual Effort
Send SMS or WhatsApp messages automatically based on CRM triggers, saving time and ensuring timely outreach.
Multi-Module Support
Choose phone fields from current or associated modules for targeted communication.
Real-Time Lead Nurturing
Instantly respond to inquiries and update customers at crucial touchpoints.
Scalable for Growing Teams
Set it once and scale effortlessly with automated communications.
📌 Conclusion
Integrating HelloSend into Zoho CRM's workflow automation allows you to streamline communications and never miss a follow-up. Whether you're sending reminders, updates, or promotional messages — automating them with HelloSend enhances productivity and ensures a timely response to key CRM events.
