This one-pager introduces the new Zoho CRM integration for Salesmsg, designed to centralize contacts, data, and outreach in a single workflow.
Key Features of the Integration:
Authentication and Connection: Connect your Zoho CRM account to Salesmsg in a simple setup that automatically links your contacts. When connecting, Salesmsg requests permission to access Zoho data, including performing CRUD operations on modules and metadata.
Search and Contact Management:
Search Zoho CRM records inside Salesmsg, add them to your workspace, and start texting without switching platforms.
Create new contacts in Salesmsg and send them to Zoho CRM in one action to build your list and keep data aligned.
Data Synchronization and Mapping:
The integration allows for a two-way sync of contact details between Zoho CRM and Salesmsg, eliminating manual edits.
Property mapping is used to connect fields like first name, last name, phone number, and email, ensuring data is organized and reliable.
The document illustrates mapping four fields: Phone to Phone number, First Name to First Name, Last Name to Last Name, and Email to Email.
Workflow Improvement: The integration helps sync Zoho CRM records, map fields for clean data, and message contacts without tool-switching, which facilitates smoother handoffs and informed conversations across teams.
Sources:
