SimpleTexting Zoho integrationText from Zoho CRM and keep every reply on the lead
Your team texts with SimpleTexting and works leads in Zoho CRM. We connect the two through the SimpleTexting API and the Zoho CRM API, so reps text from the record, workflows send texts on their own, and every reply lands on the right lead or contact.
- Send SimpleTexting messages from the Zoho CRM record
- Workflow texts when a lead is created or a stage changes
- Replies logged on the lead, or new leads created
- Opt-outs synced to the Approved to SMS field
900+ integrations completed · We sign BAAs
- • Inbound reply
- • Text from a new number
- • Unsubscribe
- • Outbound text
- • Workflow text
- • Sending number
- • Approved to SMS
Texting outside the CRM
When reps text from the SimpleTexting app, the conversation does not reach Zoho CRM. The next rep does not know what was said, new numbers have no lead behind them, and nobody can report on texting next to the rest of the pipeline.
What it does
What the SimpleTexting Zoho integration handles
Send from the record
A custom Zoho CRM widget sends through SimpleTexting: pick the phone number, pick a template or write the message, and send.
Workflow texts
Zoho CRM workflows call a Deluge function that sends a SimpleTexting message, for a new lead, a stage change or a reminder.
Replies on the record
Inbound texts matched by phone number and saved on the lead or contact, next to calls and notes.
Leads from inbound texts
A text from a new number creates a lead in Zoho CRM, with a source field for reporting.
Sending number rules
Rules decide which SimpleTexting number each text goes out from.
Templates
Saved messages your team picks from in the widget, so common texts go out the same way each time.
Opt-in and opt-out synced
Unsubscribes in SimpleTexting update the Approved to SMS field, and the widget checks that field before it sends.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect SimpleTexting to Zoho CRM.
AimingData that flows
SimpleTexting Zoho integration: both directions, field by field
- Outbound textSent from the widget on the record
- Workflow textSent when a Zoho CRM rule fires
- Sending numberPicked by your rules
- Approved to SMSChecked before the send
- Inbound replySaved on the matching lead or contact
- Text from a new numberCreates a lead with a source field
- UnsubscribeClears Approved to SMS on the record
See your own SimpleTexting + Zoho CRM map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
SimpleTexting Zoho integration: the hard parts, already solved
No consent, no send
If Approved to SMS is not checked, the widget and workflow texts stop before anything reaches SimpleTexting.
Phone number formats
Numbers are normalized before matching, so a reply lands on the existing lead and does not create a second one.
Long messages
The widget shows how long a text is before it is sent, so reps know when a message will be split.
Credentials kept safe
SimpleTexting credentials are stored securely and kept out of the browser.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
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How it works
How the SimpleTexting Zoho integration goes live
- 1
Free call
We look at how your team texts today, the texting tool you use, and what needs to land in Zoho CRM.
- 2
Mapping
Which records texts land on, which numbers send, which fields carry over, and how consent is recorded, agreed before anything is built.
- 3
Build and test
Built in Zoho CRM and tested with real texts in and out before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the SimpleTexting Zoho integration is for
- Teams texting with SimpleTexting and working leads in Zoho CRM
- Reps who want to text without leaving the record
- Managers who want texts and workflows tied to the lead
SimpleTexting Zoho integration FAQ
How do SimpleTexting and Zoho CRM connect?
Through the SimpleTexting API and the Zoho CRM API, with a custom widget and Deluge function in your Zoho CRM account.
Do we keep our SimpleTexting numbers?
Yes. Texts go out through your SimpleTexting account and numbers.
Can Zoho CRM workflows send texts?
Yes. A workflow rule calls a Deluge function that sends the text through SimpleTexting, after the opt-in check.
Where do replies go?
Replies are matched by phone number and saved on the lead or contact. A text from a new number creates a lead.
How do you handle opt-in and opt-out?
With an Approved to SMS field on the record. Opt-outs from texts update it, and the send window checks it before every text. We build the controls; your team decides the policy.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.