Sales & Marketing

SMS to CRM

Logs an inbound SMS on the matching CRM record.

Implement SMS to CRM.

InterConnecta configures the published Zoho connection and adds the rules. OpenAI, Anthropic, or Gemini can run the AI step.

Talk to a specialist

Workflow

When Inbound SMS

View diagram

Solution

File inbound SMS on the CRM record.

Text messages stay in the phone inbox and are not activities in Zoho CRM.

An inbound Twilio SMS is logged on the Lead, Contact, or Deal that owns that phone number.

Input systems

Twilio

Origin

Zoho CRM

Result

Execution path

Origin Inbound SMS

AI processing Classify the message, draft the activity text, and match the phone number to a Lead, Contact, or Deal. Do not place an outbound call. This is not DialRun. OpenAI, Anthropic, or Gemini can run this step.

From number
Message body
Message sid

Actions

Find the record by phone
Log the activity
Notify the owner
Hold the message when no record matches

Result The text is an activity on the CRM record, or it waits when the number is unknown.

How this flow runs.

01

Twilio

Starts when Inbound SMS.
02

Message

Reads From number, Message body, Message sid.
03

Run the AI step

Classify the message, draft the activity text, and match the phone number to a Lead, Contact, or Deal. Do not place an outbound call. This is not DialRun. OpenAI, Anthropic, or Gemini can run this step.
04

Zoho CRM

The text is an activity on the CRM record, or it waits when the number is unknown.

Zoho modules

Leads
Contacts
Deals
Activities

Fields updated

Activity
Message text
Owner notification

Key benefits

Known numbers are filed

Unknown numbers wait

No call is placed

Owner is notified

Ideal for

Sales teams that receive SMS through Twilio and work the relationship in Zoho CRM.