How to Install and Set Up HelloSend in Zoho CRM

Once the service is authorized, your number will be activated. You can now begin using HelloSend to engage customers and streamline workflows directly from Zoho CRM.

1. How to Direct SMS Messaging in Zoho CRM?

• Navigate to any Lead, Contact or Deal view.
• You can HelloSend DM widget from List View, Detail View, or even Related Lists
• Click on the HelloSend DM widget.
• Type your message manually or select a pre-saved template.
• You can include emojis, links, or use smart suggestions.
• Click Send — the message is logged automatically.

2. How to Send SMS Campaigns in Zoho CRM with HelloSend?

• Access the ZOHO CRM platform and navigate to the Contacts/Leads/Deals section.
• Select the Contacts or Leads or Deals that you want to include in the SMS campaign.
• At the top of the contact list, click the HelloSend Campaign button
• Inside the HelloSend popup, select SMS or WhatsApp Campaign, compose your message or use a template, and schedule it for immediate or later delivery.
• Click Launch to launch your campaign.
• Track delivery and open rates inside the campaign dashboard.

3. How to Create CRM Automations in Zoho CRM with HelloSend?

• Go to Workflow Rules: In Zoho CRM, click the gear icon → Automation → Workflow Rules.
• Create a Workflow Rule: Click Create Rule, select a module (Leads, Contacts, etc.), name the rule, and choose a trigger (e.g., Create, Edit, Date/Time).
• Define Rule Criteria: Set conditions like “Lead Status is Interested” using AND/OR logic.
• Select HelloSend Action: In Instant Actions, choose HelloSend (RingCentralAdvanced) to configure automation.
• Fill in required fields and select a message template.
• Generate the webhook URL and save the rule.

4. How to Use Chat Conversations in Zoho CRM with HelloSend?

• Open any Lead, Contact or Deal record.
• You can HelloSend DM widget from List View, Detail View, or even Related Lists
• Use the HelloSend DM widget to chat in real time.
• All messages appear in a threaded format.
• You can respond quickly using templates or emoji.
• All conversations are synced and stored for reference.

5. How to Configure Call Flows in Zoho CRM?

• In HelloSend settings, go to Call Flow.
• Choose your Twilio number.
• Create call logic: welcome message, sequential/parallel ringing, business hours.
• Assign call flow to your team.
• Save changes — now your number is ready for inbound and outbound calls.

6. How to Send WhatsApp Messages in Zoho CRM?

• Go to the HelloSend DM widget inside a Lead, Contact or Deal.
• Select WhatsApp channel.
• If you've connected a WhatsApp number (QR or WABA), you can send messages directly.
• Use templates or free text.
• All WhatsApp chats sync back to the CRM record.

7. How to Purchase a HelloSend Account?

• Open the HelloSend Dashboard.
• Click on the profile avatar at the top right.
• Choose Manage Subscription.
• Select Monthly or Yearly plan.
• Complete payment and click Done — your account is now active with full access.

8. Where can I see message history in Zoho CRM?

• On the top navigation bar, find the three dots icon (⋯) on the far right — this is the More Modules menu.
• In the search box, type “HelloSend”.
• Click on “HelloSend History” from the results.
• View Messaging Records
  • The module shows all incoming and outgoing messages including:
    • SMS
    • WhatsApp
  • You'll see message content, delivery status, timestamps, and linked records like Leads or Contacts.