Sales teams do not want another screen to check. The Zoho connector keeps messaging inside the CRM: a new Lead triggers a message, and the result lands on the record as a Note.

What it does

Connects the customer’s Zoho CRM account over OAuth.
Sends an SMS, WhatsApp template, voice call or RCS template when a new record is created in a chosen module, for example Leads, Contacts or Deals.
Only modules that actually have a phone or mobile field are offered.
Logs delivery status and incoming replies back onto the matching record as a Note.

Setting it up

Connect the Zoho account.
Choose the module to watch.
Turn on the channel automations you want. They appear as cards with on and off switches, and only channels enabled for that account and for the install show up.
Write the message, inserting record fields as placeholders from the dropdown.
For SMS, pick the Sender ID, then a saved template if you use one, which fills in the message and the DLT template ID.
For WhatsApp, select an approved template and map its variables to record fields or fixed values.
Save.

Notes write back

Delivery status and replies are written as a Note on the matching Zoho record. The sales person sees the messaging history without leaving the CRM, which is usually the reason they wanted the connector in the first place. Point this out in demos.

Reseller branding

Resellers can set their own Zoho app credentials under White Label. Their customers then see the reseller’s branding on the Zoho sign in screen instead of yours. Set this up before a reseller starts onboarding customers, because changing it later means every customer reconnects.

Disconnecting

Every connected module has to be deleted before the Zoho account can be disconnected, so nothing keeps firing afterwards. Disconnecting also revokes access on Zoho’s side, so your app is removed from the customer’s Zoho Connected Apps list rather than sitting there looking abandoned.

The integration page refreshes after a module is deleted or the account is disconnected, so the list and account status update immediately.

One thing to check on older builds

New record detection used to stop working silently on modules with more than a few hundred existing records. That is fixed. If a customer on an older build reports that automations “just stopped”, this is the first thing to rule out, and the fix is an upgrade rather than a reconnect.

Supporting it

The admin Integration list shows Zoho module connections by user, with the module name, status pills and impersonation. Recent Activity shows the channel, delivery status and transaction ID per send, with a one click copy for the transaction ID.

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Zoho CRM Connector: Messaging From Leads, Contacts and Deals