Who is the Zoho CRM integration for?
Zoho CRM keeps leads and contacts apart, like Salesforce. The integration brings in either one, so new leads and existing customers can each get the sequence that fits them.
Textually is business texting built on sequences: texts go out from numbers we register for your business, each lead stays on the number that first texted them, and every reply lands in one shared inbox. Zoho CRM stays your record of who each person is and what happened.
How do I connect Zoho CRM to Textually?
Four steps, all in Settings, then Integrations. Nothing is texted during setup: an import only fills a list.
- Connect. In Textually, open Settings, then Integrations, then Zoho CRM, and sign in to Zoho CRM to approve the connection.
- Match fields. Phone, name, email and company are matched for you. Match a consent source and date too if Zoho CRM holds them.
- Test import. Textually reads your first 100 records and shows how many would come in, how many are ready to text, and why the rest would stay out. Nothing is saved and nobody is texted.
- Import. The records land in a list under Lists, then Integrations, then Zoho CRM. From there you push them into a campaign like any other list.
You choose Leads or Contacts when you connect. Name, phone, email and company come matched already, and any other field on that module can be matched by hand.
How does consent work for Zoho CRM contacts?
A contact gets a consent record only when Zoho CRM itself holds a consent date and a consent source or a yes on an opt-in field. Textually never makes one up from the import date.
If you record texting consent in a Zoho field, match it in the field step.
Contacts without a consent record still come into the list, so you can see them, but a text step skips them, the same as a CSV import. Record consent on the list when you have it, or confirm consent for the whole campaign at launch, and they become textable. More in SMS opt-in wording.
What does Textually write back to Zoho CRM?
When someone texts back or opts out, Textually adds a note to their Zoho CRM record with what they said. You can also turn on a note when a lead finishes a sequence.
Your team answers the reply in Textually’s shared inbox, from the same number the lead already knows. Zoho CRM gets the history, so anyone who opens the record there sees that the lead wrote back, and that a STOP means no more texts.
Does it stay in sync with Zoho CRM?
Yes, if you turn on Keep in sync. Every hour Textually reads records added or changed in Zoho CRM since the last sync and updates the list.
- A Zoho CRM record already in the list is updated when its values change, never added twice.
- A new record whose phone number is already in the list is left out, so nobody gets the same text twice.
- Records with no phone number, a number outside the US and Canada, or a do-not-text mark in Zoho CRM stay out, and the test import tells you how many.
Disconnecting stops the reading and the notes. Your list and everyone already in it stay as they are.