Whether you're confirming appointments, following up on inquiries, or sharing important updates, HelloSend helps you communicate faster and more effectively right from the contact, lead, or deal record.
With intuitive features like phone field selection, message templates, emoji support, and smart suggestions, HelloSend transforms your Zoho CRM into a seamless SMS/WhatsApp communication hub. You can message from List View, Detail View, or Related Lists — making personalized outreach a natural part of your daily workflow.
Supported Integrations
Supported Channels
Steps to Send a One-on-One SMS/WhatsApp
-
1
Log in to Zoho CRM
Access your Zoho CRM account with the appropriate permissions.
-
2
Go to the Contact, Lead, or Deal Record
Navigate to the specific record to whom you want to send a message.
-
3
Locate the HelloSend DM Widget or Button
You can find the HelloSend option in the following views:
- List View — Select a record and look for the HelloSend option in the top actions bar or under the ellipsis (⋯) menu.
- Details View — Open the individual record to find the HelloSend DM widget within the record layout (usually on the right panel or toolbar).
- Related List View — Scroll down to find the HelloSend DM panel under the related modules section.
-
4
Use Module-Based Templates (Optional)
HelloSend supports pre-saved SMS/WhatsApp templates specific to the module you're working in (e.g., Leads, Contacts, Deals). These templates include dynamic fields using mail merge, so each message is personalized automatically.
Insert a template in two ways:
Choose Template Dropdown
At the bottom of the message area, click the "Choose Template" dropdown. Select a template to auto-fill the message with merge-ready content.
Slash Command /
In the message area, type
/to open a searchable list of templates. Start typing to filter and press Enter to insert.Dynamic fields like
{{First_Name}}automatically populate from Zoho CRM. -
5
Send the Message
Once everything is set, click the "Send" button. The delivery status will appear with the message:
- A single tick indicates the message was sent.
- Double ticks confirm it was delivered.
Key Functions of the SMS/WhatsApp Panel
Common questions about the messaging panel features
Yes! The panel offers flexible layouts:
- Chat View — Presents messages in a real-time conversation format.
- Form View — Displays structured input fields for message and recipient details.
A checkbox is also available to select recipients directly within the panel.
HelloSend notifies users about new updates or announcements directly within the Zoho CRM interface. When an update is available, the icon will highlight or display a banner message.
Simply click on the icon or banner to view the full update — no need to leave your CRM.
Click the ≡ menu icon in the HelloSend panel to access the full dashboard, which includes:
- Inbox — View and manage all ongoing one-on-one conversations.
- Message Logs — See detailed history of all sent and received messages with delivery statuses.
- Settings — Configure phone fields, template preferences, user roles, and provider integration.
Yes! In the Send SMS/WhatsApp panel, you'll find the "To Number" field followed by a settings (gear) icon ⚙️.
- Phone Configuration Popup — Clicking the gear icon opens a configuration popup.
- Primary & Secondary Phone Fields — Displays current phone fields configured in Zoho CRM.
- Update Phone Fields — Updates are saved and appear in the dropdown.
- Associated Module Support — Phone fields from related modules (e.g., Accounts, Deals) also appear for selection.
This provides flexibility to choose the most appropriate number for each contact.
Click the attachment icon inside the message input area.
- Supported formats: JPG, PNG, BMP, GIF, TIFF, SVG, 3GPP, MP4, MPEG, AVI, vCard, ZIP, GZIP, RTF
- Max upload size: 2 MB
- You can also paste a file URL if supported.
Media attachments can improve engagement and message impact.
Click the emoji icon inside the message input area. Pick from a wide range of emojis for emotion and personalization.
Emojis make messages more engaging and human-friendly.
Click the sparkle icon at the bottom-left corner. Select from suggested replies, which can be edited before sending.
Saves time and ensures quick, consistent communication.
