Integrate Inst8 SMS with Zoho CRM
Send information between Inst8 SMS and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when Triggers the flow when a new SMS is received on your connected device in Inst8 SMS
Integrate Inst8 SMS with Zoho CRM using Zoho Flow. Whenever Triggers the flow when a new SMS is received on your connected device in Inst8 SMS, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when Triggers the flow when a new SMS is received on your connected device in Inst8 SMS.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when Triggers the flow when a new SMS is received on your connected device in Inst8 SMS
Inst8 SMS + Zoho CRM
Build your own integrations between Inst8 SMS and Zoho CRM
Connect Inst8 SMS and Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Inst8 SMS and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message status updated
Triggers when the status of a sent message changes
Incoming SMS received
Triggers the flow when a new SMS is received on your connected device
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
All Actions - Actions are the automated tasks
Send bulk SMS
Sends SMS messages to multiple recipients at once
Send single SMS
Sends an SMS message to a single recipient
Fetch message status
Retrieves the delivery status of a sent SMS message
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Add user
Adds a new user
Add tags
Adds tags to the specified record
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Inst8 SMS?
Inst8 SMS is a messaging gateway that lets you send and receive SMS directly through your own Android device and SIM card, while integrating with your CRM. It enables cost-effective, two-way messaging and automation without relying on traditional SMS providers.
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
Sanjay Batra
CEO, Infinite Solutions
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Syncify
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Revenue Ranch
