Connecting Zoho CRM in Automation Builder
Follow the steps below to set up your Zoho CRM connection and build your automation recipe.
1. Create Your Recipe
Go to Automations Builder in Workato.
Click Create > Recipe.
Enter your recipe name and choose a folder.
Click Start building.
2. Set Up Your Trigger (Zoho CRM)
Under Trigger, search for Zoho CRM.
Select your desired trigger (e.g., New Lead, New Deal, Updated Case, etc.).
Connect your Zoho CRM account.
Complete the trigger fields and click Save.
3. Add Your Action (ClickSend SMS)
Click Add a step and select ClickSend SMS as the app.
Choose an action, such as Send SMS.
Connect your ClickSend account.
Fill out fields like:
Sender ID
Message body
Recipient’s phone number
Drag and drop data pills from Zoho CRM to personalize your SMS.
Click Save.
4. Test & Activate
Click Test recipe to verify everything works correctly.
If successful, click Start recipe.
Common Recipes Using Zoho CRM and ClickSend
1. Send SMS for Every New Deal in Zoho CRM
Trigger: New/Updated Deal
Action: Send SMS to customer
Message Example: Hi {{First Name}}, we’ve received your new deal: {{Deal Name}}. Our team will reach out to you soon.
Why use this? Acknowledges new deals instantly and keeps customers informed.
2. Send Welcome SMS for New Leads
Trigger: New/Updated Lead
Action: Send SMS to the new lead
Message Example: Hi {{First Name}}, thanks for reaching out! Our team will contact you shortly.
Why use this? Engages leads immediately and increases conversion potential.
3. Send Welcome SMS When a New Contact Is Added
Trigger: New Contact
Action: Send SMS to new contact
Message Example: Welcome {{First Name}}! You’re now added to our contact list. Stay tuned for updates.
Why use this? Perfect for onboarding, subscription confirmations, or list sign-ups.
4. Alert Sales Manager for High-Value Deals
Trigger: Deal created with amount > $10,000
Action: Send SMS to sales manager
Message Example: New high-value deal created: {{Deal Name}} worth {{Deal Amount}}. Assigned to {{Owner Name}}.
Why use this? Keeps your team updated on important opportunities in real time.
5. Send Resolution SMS When a Case Is Closed
Trigger: New or updated Case (Status = Closed)
Action: Send SMS to customer
Message Example: Your case #{{Case Number}} is now resolved. Thank you for your patience!
Why use this? Closes the loop and improves customer satisfaction.
6. Send Acknowledgment SMS for New Cases
Trigger: New Case
Action: Send SMS to customer
Message Example: Hi {{First Name}}, we’ve received your request (Case #{{Case ID}}). Our team will update you shortly.
Why use this? Assures customers their request has been received and reduces follow-up queries.
7. Send Payment Reminder SMS When an Invoice Is Created
Trigger: New Invoice
Action: Send SMS with invoice details
Message Example: Hi {{First Name}}, invoice #{{Invoice ID}} is due on {{Due Date}}. Please settle immediately.
Why use this? Helps businesses reduce late payments and improves cash flow.
8. Send Thank You SMS When a Deal Is Won
Trigger: New or updated Deal (Stage = Closed Won)
Action: Send SMS to customer
Message Example: Congrats {{First Name}}! Your deal with us is complete. Thank you for choosing [Company].
Why use this? Strengthens customer relationships after a successful sale.