Send Automated Text Messages via Zoho CRM
Send Automated Text Messages via Zoho CRM
Overview
The JustCall and Zoho integration enables click-to-call and text messaging features directly from contact records. To send automated messages, you'll need to configure a workflow with a webhook action in Zoho.
Setup Instructions
Step 1: Access Workflow Rules
Log into your Zoho CRM account and navigate to Settings, then select Workflow Rules.
Step 2: Create New Workflow Rule
Create a new workflow rule and select the module where you want to enable automated messaging.
Step 3: Define Trigger and Conditions
Configure when the workflow should activate. The example uses a tag trigger -- specifically, applying a tag labeled "yotag" to a contact initiates the workflow.
Step 4: Configure Webhook Action
In the action steps section, select Instant Actions > Webhook and create a new webhook with these details:
- URL:
https://justcall.io/api/zoho-sms - Include a descriptive name and description
Step 5: Set Body Parameters
Change the body type to "form-data" and add the following fields in lowercase:
- from: Your JustCall phone number (E.164 format without + prefix, example: 12562861859)
- to: The recipient's phone number
- message: Your SMS content
- secret: Security token from your JustCall account's Zoho logs section
Step 6: Generate Secret Token
Access the Zoho logs section in your JustCall account and click the generate button to obtain your secret key.
Step 7: Save Workflow
Click "Save and Associate," then save the workflow.
Important Notes
- All form fields must use lowercase letters
- Phone numbers require E.164 formatting (with area code, no + symbol)
- Text messages send from your designated JustCall number
- Customize the workflow trigger based on your specific business requirements