Twilio Zoho CRM SMS integrationSend and receive texts on the Zoho CRM record
We build a custom Zoho CRM widget that sends texts through Twilio from Leads, Deals, Contacts and Accounts. A Deluge function does the sending, inbound replies come back through a Twilio Function, and every message is saved on the record it belongs to.
- A send window inside Zoho CRM, on every record that needs it
- Inbound replies saved on the matching lead, or a new lead created
- Approved to SMS checked before any text goes out
900+ integrations completed · We sign BAAs
- • Inbound reply
- • Text from a new number
- • Sent message
- • Outbound text
- • Template or custom message
- • Phone number
- • Approved to SMS
Texts that live outside the CRM
When reps text from a separate app or their own phones, the conversation never reaches Zoho CRM. The next rep cannot see what was said, replies from new numbers go unanswered, and nobody can tell who agreed to get texts.
What it does
What the Twilio Zoho CRM SMS integration handles
Custom Zoho widget
A send window on the record: pick the phone number, pick a template or write the message, and send.
Deluge send function
A Deluge function sends the text through Twilio and saves an SMS record on the lead, deal, contact or account.
Credentials kept safe
Twilio credentials are stored securely and never exposed to the browser.
Inbound middleware
A Twilio Function receives replies and passes them to Zoho CRM, where they are saved on the matching record.
Leads from texts
A reply is associated with the existing lead by phone number. A text from a new number can create a lead.
SMS templates
Saved messages your team picks from in the widget, so common texts go out the same way each time.
Approved to SMS
An opt-in field on the record. If it is not checked, the widget blocks the send.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Twilio to Zoho CRM.
AimingData that flows
Twilio Zoho CRM SMS integration: both directions, field by field
- Outbound textSent from the widget on the record
- Template or custom messagePicked or written by the rep
- Phone numberChosen from the numbers on the record
- Approved to SMSChecked before the send
- Inbound replySaved as an SMS record on the matching record
- Text from a new numberCan create a new lead
- Sent messageLogged on the record it was sent from
See your own Twilio + 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
Twilio Zoho CRM SMS integration: the hard parts, already solved
No consent, no send
If Approved to SMS is not checked, the widget will not send. Turn the field off and texts to that record stop.
No stray replies
The inbound function returns an empty response to Twilio, so senders do not get a stray auto reply in place of a real one.
Unknown numbers
A text that matches no record is not lost. It can create a lead your team can work.
Number registration
We handle the Twilio registration work for your sending numbers. Approval is up to the carriers.
What clients say
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How it works
How the Twilio Zoho CRM SMS integration goes live
- 1
Free call
We look at how your team texts and calls today, and what needs to land in Zoho CRM.
- 2
Mapping
Which records texts and calls land on, which fields carry over, and the consent rules, agreed before anything is built.
- 3
Build and test
Built in Zoho CRM and tested with real messages and calls 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 Twilio Zoho CRM SMS integration is for
- Teams that work leads in Zoho CRM and want to text from the record
- Admissions and sales teams whose texts end up on personal phones
- Managers who want every text saved next to calls and notes
Twilio Zoho CRM SMS integration FAQ
Is this a marketplace app?
No. It is a custom Zoho CRM widget and Deluge function built for your account, connected to your Twilio account.
Which records can send texts?
Leads, Deals, Contacts and Accounts, or the modules your team uses.
Where are the Twilio keys kept?
They are stored securely and never exposed to the browser.
What happens when someone replies?
The reply comes in through a Twilio Function and is saved on the matching record. If the number is new, a lead can be created.
How do you handle opt-in?
With an Approved to SMS field the widget checks before every send. 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.