Zoho CRM integration with SmartDialog
How to Send SmartDialog SMS messages when new/updated module entry in Zoho CRM
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 "Send SmartDialog SMS messages when new/updated module entry in Zoho CRM" 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 SmartDialog integrations
SmartDialog actions
Nekton can use any feature that is available in SmartDialog API.
Using our advanced AI, you can easily create custom automations for SmartDialog.
Here are some typical actions you can do in your automated workflows.
Send a Text Message
Send an SMS-Message to recipients.
New Message
Triggers when a new message is sent to a 2-way service in SmartDialog.
About SmartDialog
SmartDialog is a platform used to send and receive SMS- and WhatsApp messages. It offers a wide variety of smart messaging services.