Get Click Media has a pre-built integration with Zoho CRM, syncing WhatsApp, RCS, and SMS messaging directly with your lead, contact, and deal records. Instead of a rep remembering to follow up manually, messages trigger automatically from Zoho events- a new lead, a stage change, a follow-up coming due.
Pre-built connector · No custom development for standard modules · WhatsApp + RCS + SMS
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Five steps from connecting your Zoho account to a fully automated, cross-channel follow-up flow.
Authorise Get Click Media's pre-built Zoho CRM integration from your Zoho account. Standard Leads, Contacts, and Deals modules connect without custom development.
Match Zoho's Lead, Contact, and Deal fields- name, phone number, stage, owner- to the fields Get Click Media uses to personalise and route each message.
Choose which Zoho events fire a message- a new lead created, a deal stage change, or a follow-up task coming due- based on your sales process.
Once a trigger fires, WhatsApp, RCS, or SMS messages send automatically to the lead or customer- no manual follow-up required from your sales team.
Customer replies, delivery status, and read receipts are logged back into the corresponding Zoho record as an activity or note- your team sees the full conversation without switching tools.
A Zoho-triggered message doesn't need to be the same channel every time- Get Click Media routes it to whichever channel fits the moment.
Once a lead opts in, your sales team can hold a full back-and-forth conversation on WhatsApp Business API - sharing brochures, pricing, or a payment link- inside the same thread that started with an automated, Zoho-triggered message.
A Zoho-triggered follow-up can arrive as a Google-verified RCS rich card carrying your brand name, with reply chips for a quick response- falling back to SMS automatically on devices or networks that don't support RCS.
Follow-up-overdue alerts and other time-sensitive, Zoho-triggered reminders send as bulk SMS on the DND-exempt transactional route, reaching a lead's phone even without an app or data connection.
The moment a new record hits Zoho Leads, a WhatsApp message goes out automatically- no rep has to remember to make first contact.
Moving a deal to a new stage in Zoho- Negotiation, Proposal Sent, Closed Won- triggers a matching message to the lead, the rep, or both.
When a Zoho task or follow-up date passes without action, a reminder goes to the assigned rep, and a message can go to the customer- keeping deals from going cold.
The moment a quote or proposal is marked sent in Zoho, the customer gets a WhatsApp confirmation with a link to review it.
A deal moving to Closed Won in Zoho can kick off an automated onboarding message sequence across WhatsApp and SMS- welcome message, setup steps, first invoice.
For businesses running Zoho Desk alongside Zoho CRM, a ticket status change can trigger a WhatsApp or SMS update to the customer, keeping support communication and CRM records aligned.
Zoho CRM is one of Get Click Media's pre-built integrations, alongside Salesforce, HubSpot, Freshdesk, LeadSquared, and Sell.do. Standard Leads, Contacts, and Deals setups connect without custom development.
WhatsApp, RCS, and SMS all connect through the same Zoho CRM integration and the same Get Click Media dashboard- no separate connector per channel.
Replies, delivery status, and read receipts sync back into the corresponding Zoho record as an activity or note, so your team's Zoho history stays complete.
TRAI DLT registration for SMS, Meta template approval for WhatsApp, and Google RCS brand verification are all managed as part of onboarding- no separate compliance track per channel.
Get Click Media maps your Zoho fields, configures triggers, and handles Meta, Google, and DLT compliance- talk to us about your Zoho setup.
Big or small, we power communication for all- talk to us today.
It's a pre-built integration. Get Click Media has an existing, pre-built connector for Zoho CRM, alongside Salesforce, HubSpot, Freshdesk, LeadSquared, and Sell.do- standard Leads, Contacts, and Deals modules connect without custom development. If your Zoho setup uses heavily customised modules or fields, our team maps those during onboarding.
No custom development for standard Zoho setups- Get Click Media handles field mapping, triggers, and compliance across every channel.
