Zoho CRM integration with MessageDesk
How to Add new Zoho CRM leads to MessageDesk and send welcome text messages
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Zoho CRM leads to MessageDesk and send welcome text messages" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate MessageDesk integrations
MessageDesk actions
Nekton can use any feature that is available in MessageDesk API.
Using our advanced AI, you can easily create custom automations for MessageDesk.
Here are some typical actions you can do in your automated workflows.
Add Contact to Group
This action will add a contact to a specific group based on that contact's ID and a group specified.
Remove Contact From Group
This action will remove a contact from a specific group based on that contact's ID and a group specified.
Send Template to Contact
This action sends a template as an SMS message to a contact in MessageDesk.
Add or Update Contact
Creates a contact or updates them if they already exist
Schedule Message to Contact
This action schedules an SMS message to a contact in MessageDesk.
Send Message to Contact
This action sends an SMS message to a contact in MessageDesk.
About MessageDesk
MessageDesk is a text messaging service that allows you to schedule text messages, save templates, automate recurring message sends, send out mass broadcast sends and more