Zoho CRM recipes
Text new leads and contacts from Zoho CRM, and bring replies back as notes.
Two recipes for Zoho CRM. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How Zoho CRM connects
- : BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
- : BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.
Text new leads
| Part | What it is |
|---|---|
| Trigger | When a lead is created in Zoho CRM |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Start a Zap with Zoho CRM’s trigger for a new lead.
- Add BlueBot’s Send Text action and map the lead’s mobile number to To.
- Write the text with the lead’s first name mapped in.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from Zoho CRM. US numbers can leave off the +1. |
| Text | Hi {{first_name}}, this is Morgan from Clearwater Solar. Thanks for your request. When can we take a look at your roof? |
{{first_name}} in the text | Zoho CRM’s first name field. |
| Metadata | source set to zoho-crm, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone. |
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Zoho CRM’s field back into To and turn the Zap on.
Add replies to the lead as a note
| Part | What it is |
|---|---|
| Trigger | A text comes in (BlueBot’s message.received webhook) |
| Action | BlueBot’s Watch Incoming Texts module starts it, and Zoho CRM takes the text |
| Connects through |
Steps
- Start a scenario from BlueBot’s webhook for incoming texts.
- Search Zoho CRM for the lead or contact with the sender’s phone number.
- Add a note to that record with the words of the text.
Map the fields
| From BlueBot | Into Zoho CRM |
|---|---|
| From | The phone number to find the person by in Zoho CRM. It’s in E.164 (+15555550123); search by the last 10 digits if Zoho CRM stores numbers another way. |
| Text | The words, for a note, a row or a message. Null when the person sent only a picture. |
| Received At | When it came in, in UTC. |
| Files | Pictures and voice memos. Each url works for an hour, so copy a file you want to keep. |
| Chat ID | Set when the text came in a group chat; null for a one-to-one text. |
Test it
Press Run once in Make, then text your BlueBot number from another phone you’ve texted through BlueBot before. The scenario runs with that text. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.
Before you turn it on
- Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them.
- A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit.
- on the integrations page says what else the two do together.