Zoho CRM can send an SMS through SMSEagle, your own hardware SMS gateway, when a workflow rule runs, for example about a new lead or a deal moving to the next stage.
A Zoho CRM workflow rule sends the SMS request to SMSEagle through a webhook, or you can connect them through Zapier.
Messages built from CRM data
The SMS text can include fields from the record, such as the customer’s name or the deal stage.
No per-message fees
SMSEagle sends SMS through a regular SIM card, so you only pay for your mobile plan.
How it works
1
CRM event fires
A Zoho CRM Workflow Rule is triggered by a chosen event, such as a new Lead, a Deal moving to a stage like “Closed Won”, or an overdue Task.
2
Webhook to SMSEagle
The rule’s Webhook action (or a Zapier zap) sends an HTTP request to SMSEagle’s API, carrying the recipient’s number and a message built from Zoho merge fields.
3
SMS alert
SMSEagle delivers the alert over its own cellular connection, not through a third-party service, as an SMS to the recipient’s phone.
Set up in about 10 minutes
No SMS gateway subscription or custom code required. With an SMSEagle API token and a Zoho Workflow Rule (or a ready-made Zapier zap), CRM events are texting your sales team in about 10-15 minutes.
SMSEagle sends Zoho CRM alerts to the right person by SMS, day and night.
No per-message fees
SMSEagle sends SMS through a regular SIM card, so you only pay for your mobile plan.
Alerts keep going if one carrier fails
On devices with two SIM cards from different operators, SMSEagle switches to the second one when the first operator’s network is down.
Alerts keep working even if one device fails
Two SMSEagle devices can work as an HA cluster: if one fails, the other takes over sending.
Zoho CRM configuration
1. The first simple way of integration is via Zapier as shown below.
2. The second means of integration can be made via ZOHO Webhooks as described on their webpage.
Explore SMSEagle Demo device
SMSEagle is a hardware & software solution that guarantees a swift delivery of your messages to designated recipients, whether it’s for notifications, alerts, or important updates.
After registering to a demo you get a remote access to our physical device NXS-9750.