đŁ Zoho CRM Integration: Bring Messaging & CRM Together
If you're using Zoho CRM to manage your customer relationships, you can now supercharge your communication with Salesmsgâwithout breaking your existing workflows.
This integration is built for business owners, sales teams, and fast-growing organizations that want to keep everything in sync and talk to customers fasterâall without switching tabs.
đ Ready to Get Started?
Head to your Salesmsg account
Go to Settings â App Marketplace â Zoho CRM
Click Connect and follow the secure OAuth flow
Your contacts start syncing automaticallyâno code, no confusion
Whether you're building campaigns, responding to leads, or updating records, Salesmsg + Zoho CRM keeps your team aligned and your communication seamless.
Why Connect Salesmsg to Zoho CRM?
Imagine having all your customer contact data synced automatically between Zoho and Salesmsg. No more copying and pasting. No more tab hopping. Just smooth, real-time messaging backed by up-to-date CRM records.
Whether you're texting leads, following up with customers, or building powerful workflows in Zoho, this integration ensures that your team always has the most accurate contact dataâand a faster way to reach people.
đ One-Click OAuth Setup
Connect Salesmsg to Zoho CRM in just a few seconds using our secure OAuth-based authenticationâavailable directly from the Salesmsg App Marketplace.
No complicated setup or IT involvement needed. Youâll be up and running in under 2 minutes, with full confidence that your connection is safe and secure.
đ Real-Time Contact Sync
Once connected, Salesmsg automatically syncs your core contact fields with Zoho CRM, including:
First Name
Last Name
Email
Phone Number
This two-way sync keeps your data aligned across platformsâso you never have to enter the same info twice or worry about outdated records.
đ Smart Contact Search
Need context fast? You can search your synced Zoho contacts directly from any Salesmsg conversation.
Just type a name, email, or phone number, and Salesmsg will instantly surface that contactâs detailsâwithout ever needing to leave the messaging view.
âď¸ Easy Integration Control
Youâll have full visibility and control over your integration from one central place.
Through the Salesmsg App Marketplace, you can monitor sync status, reconnect if needed, or disconnect entirely. No surprises. No confusion. Just simple, clear control over how your Zoho CRM connection works.
Frequently Asked Questions
How quickly do contact updates sync between platforms?
Contact updates from Salesmsg to Zoho CRM sync within 2 minutes, while updates from Zoho to Salesmsg sync within 10 minutes. This ensures near real-time data consistency across both platforms for core contact fields.
What contact fields are synchronized between platforms?
The integration syncs essential contact information including first name, last name, email address, and phone number. These core fields ensure consistent contact identification and communication across both platforms.
What happens to existing contacts when I connect the integration?
The integration performs a full historical backfill of your Zoho contacts into Salesmsg upon initial connection. Existing contacts are matched by phone number and email to prevent duplicates, and missing contacts are automatically created.
What if I have invalid phone numbers in my Zoho CRM?
The integration includes smart validation that prevents contacts with invalid phone numbers from being created in Salesmsg. You'll receive clear error messages for any contacts that cannot be synced due to formatting issues, helping you maintain data quality.
Can I disconnect the integration without losing data?
Yes, you can safely disconnect the integration at any time. Your contact data remains intact in both platforms, and previously synced contacts will show a "Reconnect" option that allows you to easily restore the integration when needed.
Are messaging activities logged in Zoho CRM?
Currently, the integration focuses on contact information synchronization. Messaging activities and conversation histories remain within Salesmsg, while contact profile updates flow between both platforms to maintain data consistency.
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