HelloSend is a unified communication platform that integrates directly with Zoho CRM, allowing users to send SMS, WhatsApp messages, and make voice calls without switching tabs. It supports both one-on-one direct messaging and bulk campaign sending, helping teams engage customers effectively. It streamlines communication, supports automation, and keeps all conversations logged inside Zoho CRM for easy tracking.
With HelloSend, you can:
This integration ensures your team stays productive, responsive, and connected with leads and customers.
HelloSend supports the following platforms for messaging and calling within Zoho CRM:
After installing HelloSend from the Zoho CRM Marketplace, you'll be redirected to the HelloSend onboarding page. During this process, you can configure your preferred communication channels:
Yes, HelloSend supports multiple Zoho CRM accounts. However, each account must be set up individually. This means:
This setup ensures clear separation of data and workflows across different organizations or departments.
HelloSend makes it easy to connect with customers through SMS, WhatsApp, and Voice Calling directly from your CRM. Once installed from your CRM's marketplace, you’ll receive a free trial to explore key features like automation workflows, campaign management, and seamless CRM integration. When you're ready to upgrade, go to the top-right avatar in your HelloSend dashboard and select "Manage Subscription." You'll be directed to the pricing page, where you can choose between monthly or discounted yearly plans. After completing the payment, click "Done" to return to your HelloSend settings.
HelloSend's WhatsApp Campaign feature enables you to send personalized, large-scale WhatsApp messages directly to your Zoho CRM contacts. Whether you're promoting offers, sharing updates, or nurturing leads, campaigns help you reach your audience quickly and efficiently.
{FirstName}, {Phone}Yes, HelloSend allows you to send targeted SMS or WhatsApp messages to specific groups or segments directly from Zoho CRM. You can segment your contacts based on deal stage, location, lead status, or custom fields.
Use Zoho CRM’s built-in filters to create dynamic contact lists, and then launch campaigns through HelloSend. This ensures your communication is timely, relevant, and highly personalized—helping improve engagement and conversion rates.
Yes, HelloSend allows you to automate personalized SMS and WhatsApp messages based on predefined workflow triggers in Zoho CRM. This helps your team stay consistent with follow-ups, reduce manual tasks, and ensure timely communication.
Whether you're nurturing leads, updating clients, or alerting internal teams, you can use Zoho CRM’s workflow automation to trigger HelloSend messages—streamlining your entire engagement process.
HelloSend allows you to streamline communication by using message templates with dynamic CRM fields. You can:
This makes it easier for your team to send fast, relevant, and accurate messages directly from Zoho CRM.
Yes, call recording is available in HelloSend. You can access your recorded calls through multiple locations for convenience and clarity:
This multi-point access ensures your call recordings are always easy to find and securely stored.
You can add users by going to the Team Settings page, selecting the desired team, and clicking "Assign Users". From there, you can choose which users to include in the team.
Alternatively, you can also add users directly from the Users page under Call Settings in HelloSend.
Yes, Caller ID configuration is supported. You can assign a specific Twilio number to each number, which will be shown as the Caller ID(eg: personal number) during outbound calls.
Caller ID can be managed from the Calls channel page in HelloSend. Only verified numbers are allowed, and region-specific regulations may apply.
You can view your communication history across multiple locations for complete transparency:
This multi-point visibility ensures your entire communication trail is always accessible and well-organized.
Yes, with HelloSend’s integration in Zoho CRM, you can automate SMS and WhatsApp messages based on workflow triggers—such as when a deal changes stage.
This allows you to:
Whether it’s for nurturing, reminders, or confirmations, HelloSend helps you maintain consistent communication through Zoho CRM automation.
Yes, HelloSend syncs data with Zoho CRM in real time. Whether you're sending or receiving SMS, WhatsApp messages, or making calls, all activity is instantly logged in the corresponding record—ensuring up-to-date communication tracking and seamless CRM workflows.
HelloSend provides detailed analytics to help you monitor the effectiveness of your SMS and WhatsApp campaigns. You can track metrics such as delivery status, reply rates, and message logs—all directly within the HelloSend dashboard. This allows you to evaluate performance, optimize messaging strategies, and ensure better engagement with your leads and customers.
HelloSend automatically sends email notifications whenever a customer replies to a message. These replies can be configured to go directly to the lead owner's email address or any custom email address specified in the settings.
Yes, HelloSend is designed with data security and privacy in mind. All your customer data, communication logs, and message content are securely stored and encrypted, ensuring protection at rest and in transit.
HelloSend also follows industry best practices and complies with relevant privacy regulations, so your data remains safe and accessible only to authorized users within your HelloSend-connected Zoho CRM account.
To access the HelloSend dashboard or settings page within Zoho CRM:
1. Search for the HelloSend Module
2. Use the HelloSend DM Widget (inside a record)
You can manage users, roles, and number assignments directly from the HelloSend Settings within Zoho CRM. Navigate to:
HelloSend Panel → Settings → Users
From there, you can:
This structure ensures secure access, clear responsibilities, and efficient communication management across your team in Zoho CRM.
HelloSend provides Role-Based Access Control (RBAC) to manage user permissions for messaging and calling. Admins can:
These access controls help maintain security, ensure data privacy, and streamline team workflows across your Zoho CRM environment.
HelloSend allows administrators to control which features are available to team members through role-based settings in the Settings panel. Here’s how to manage it:
This lets you easily restrict or grant access—ensuring each team member has the right tools without unnecessary clutter.
https://omessage.oapps.xyz/sendsms?leftServiceId=f1ad428a-41ea-469a-8733-1071351ba6c7&service=zohocrm&sideBar=false&topBar=false&source=DMTo create the HelloSend Campaign button in any standard or custom module in Zoho CRM, follow these key steps:
To link HelloSend History records to another module (like Deals), follow these steps:
Steps to Follow:
To configure which phone numbers HelloSend uses when sending messages:
Yes, HelloSend offers a comprehensive set of tools to help you track and manage your communication performance effectively:
Each of these tools is available inside your HelloSend dashboard and synced with your CRM for easy reference and reporting.
In HelloSend, you can easily add users and manage their access when using the integration with Zoho CRM. From the HelloSend dashboard, admins can invite team members, assign roles, and configure access to messaging (SMS, WhatsApp, Voice Call) and features. With role-based access control, each user can be given the right permissions to work within their responsibilities. This ensures secure, organized communication inside your Zoho CRM.
HelloSend supports Role-Based Permission Management, allowing administrators to control what users can access based on their roles. By default, HelloSend provides two roles: Admin and User. You can also create custom roles to match your team's structure and responsibilities.
To configure roles, go to Settings > Users > Roles & Permission in HelloSend. From there, you can create or edit roles and assign permissions across SMS, WhatsApp, Voice Calls, and system settings. This ensures that each team member working in Zoho CRM has the right level of access to HelloSend’s features.
With HelloSend, you don’t need to purchase separate phone numbers for each user. A single number—whether it’s from Twilio, RingCentral, or a WhatsApp Business API—can be shared across multiple users within your Zoho CRM. This shared setup helps teams manage customer conversations consistently and cost-effectively.
Using the Share Number option in HelloSend’s settings, admins can assign one number to multiple users. Once shared, each user can send and receive SMS, WhatsApp messages, or calls through the same number—making it easy to centralize communication while maintaining individual accountability.
For teams that prefer more personalized communication, HelloSend also supports assigning dedicated numbers to specific users. Whether shared or individual, HelloSend keeps your Zoho CRM communication streamlined and scalable.
In HelloSend, a blocked number is a contact or phone number that’s been restricted from sending messages or making calls to your account. This feature is especially useful for reducing spam or avoiding unwanted communication within your Zoho CRM.
Once a number is blocked, any SMS, WhatsApp messages, or calls from that contact will be automatically filtered out—ensuring your team stays focused and interruptions are minimized. You can manage blocked numbers directly from the HelloSend settings panel, where admins can review, unblock, or add new numbers to the blocklist as needed.
You can control how outbound messages are logged in your CRM to suit your workflow:
✅ Tip: If you plan to activate automations based on incoming messages, we recommend choosing the Activities logging method for better compatibility.
Yes, you can enable this option to automatically create a new Lead in your CRM whenever you receive a message or call from a number that isn't associated with any existing contact or lead.
✅ Tip: This feature helps you capture and follow up with potential leads without missing any new inquiries.
By default, email notifications for inbound messages are enabled in HelloSend. This means that when a new message is received, alerts will be sent to the selected recipients (e.g., Record Owner, Account Owner, or additional email addresses).
If you prefer not to receive these notifications, simply go to the HelloSend panel in Zoho CRM, click the ≡ menu icon, and navigate to Settings > Admin Settings > Email Notification. From there, you can uncheck the “Enable email notifications” box or adjust recipient checkboxes to control who gets notified.
This flexible setup ensures your team stays informed only when needed.
HelloSend allows you to set a default country code to ensure consistent phone number formatting when a prospect’s number is missing a country code.
You can select the default code from the Country Code dropdown in the settings. Once set, this country code will be automatically applied across all relevant fields in HelloSend—ensuring correct formatting for SMS, WhatsApp, and call functionalities within Zoho CRM.
To configure this, go to the ≡ menu icon in HelloSend, then navigate to Settings > Admin Settings > Country Code.
📌 Note: The selected country code will appear as the default in all applicable locations.
HelloSend provides customer support through email and live chat. You can contact support at assist@hellosend.com for assistance with any issues.
HelloSend provides a comprehensive Help Center with detailed user guides, step-by-step tutorials, and best practices. Whether you're setting up, exploring features, or troubleshooting, you'll find clear instructions and support throughout.
