Two-Way SMS Inside Zoho CRM

An extension for Zoho CRM that sends texts to your leads and contacts through your own Twilio account, one at a time or to a group. Replies arrive in the SMS History module on the matching record, so anyone reading the CRM can follow the thread.

The integration Zoho includes is for one way alerts: a message goes out and nothing comes back. This extension handles the return trip, capturing replies and logging them on the record, and it can send to a whole selection instead of one alert at a time. That is the difference between SMS as a notification and SMS as a conversation.

Yes, by design. With your own account and numbers, Twilio bills you directly at its rates instead of us reselling the messages with a margin added. Your message records stay in your Twilio console under your name, and you can change numbers or providers when you like.

Yes. Select the records, write the message once and send. Every recipient gets it, and each send is logged on the individual record, so there is no combined pile to sort through later. If you message the same group often, send to a saved list or view instead.

In SMS History, as a new entry linked to the record that sent it. There is no separate inbox and nothing to copy over. Since the thread lives on the record, the next person to pick up that account can read every message without chasing anyone for context.

No. There is no phone home capability. The extension runs in your Zoho environment and never sends your records, phone numbers or message content to us. We keep no copy and run no dashboard collecting data in the background, which is the biggest structural difference from most alternatives.

All of it runs on the Zoho platform, written in Deluge. There is no embedded third party interface and no outside web application involved, so the data boundary is your own CRM deployment. That makes it easy to explain to a security reviewer or an auditor.

Yes, with dynamic text. Values from Zoho CRM fields are placed into the message when it goes out, whether that is a first name, an appointment time, an invoice number or any other field on the record. A send to two hundred people still reads as if each one was written by hand.

Yes. Save the messages you send most and choose one from the composer instead of typing it again. Templates work with dynamic fields, so each recipient still gets their own details filled in, which takes most of the typing out of reminders, confirmations and follow ups.

Every phone field on the record is detected, not only a single default. A lead with ten numbers on file shows all ten, and you choose which to text. That is especially useful when the mobile number lives in a custom field instead of the standard one.

Yes. Write it now, then set the date and time for it to go. It sends at that moment whether or not you are at your desk, which helps with time zones, business hours and anything tied to a specific day, like a renewal reminder.

The message history carries over in the conversion and stays attached to the record, so nothing is left behind on the old lead. You can read the whole exchange from first outreach through to the customer relationship, which is usually when someone needs to look it up.

From the Zoho Marketplace, like any other Zoho CRM extension. Install it into your org, enter your Twilio credentials on the setup screen, and you can send your first message from a record right away. Nothing needs hosting and there is no server to run anywhere.

Yes, ten days, through the Zoho Marketplace listing. Install, connect Twilio and send real messages before you commit. The trial cannot be extended, so have your Twilio credentials ready before you start it.