Setting up Automated Lead Creation for Incoming SMS and WhatsApp

Here are the steps to set up automated lead creation for incoming SMS and WhatsApp messages in Zoho CRM:

  • Login to portal https://app.crm-messaging.cloud
  • Make sure you have a WhatsApp or SMS number attached to your account. Check your phone number here Text Messaging for Marketers and Sales Reps – CRM Messaging (crm-messaging.cloud)
  • Go to Textwords and add a new textword
  • Textword lets you define auto responses against keywords, define your away message, and set a greeting message. Here to automatically create a lead on new incoming with specific keyword or without any keyword, you can set lead creation as an action
  • Choose action as Create Lead in Zoho CRM. This will automatically create a lead for new incoming with a phone number that is not in the Zoho Leads module
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  • Created lead in Zoho CRM will have phone field populated with incoming number and name will be Automation contact from CRM messaging
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If you have any questions or encounter any issues with this feature, don’t hesitate to reach out to the CRM team for assistance.