Generating new leads in CRM can be done through various methods. One way is to utilize lead generation forms on your website or social media pages. Another approach is to attend industry events or conferences and collect contact information from attendees. When adding new leads to your CRM, it's essential to acknowledge them to create a favorable first impression and develop a relationship. It demonstrates that you appreciate their interest in your business and are dedicated to delivering outstanding service. Sending a text message to a lead's contact number effectively acknowledges and provides them with additional helpful information and resources.
Using functions in your CRM, you can send automatic text message acknowledgment to your leads when you create them. This message can be customized with additional contextual information based on your needs. Remember that this function is specific to sending text messages via Twilio.
Permissions and availability
- Users with the Manage Automation permission can create and update workflow rules.
- Users with the Manage Extensibility permission can create custom functions.
- Users with the Manage Sandbox permission can manage the sandbox.
Requirements
- Create a workflow rule for the Leads module that sends text message acknowledgments upon being created. Learn more
- Write a custom Deluge function and link it up with the workflow rule. Learn more
- Test the workflow rule in a sandbox before deploying it in your production environment. Learn more
Create a workflow rule
Follow the steps below to create a workflow rule in your Zoho CRM account:
- Navigate to Setup > Workflow Rules > +Create Rule.
- Select the Module as Leads from the drop-down list.
- Provide a name for the rule. For example: "Send Acknowledgment Message".
- Add a description, if required, then click Next.
- In the Execute this workflow rule based on section, choose Record Action, select Create, then click Next.
- In the Which leads would you like to apply the rule to? section, select All Leads and click Next.
Note: You can choose to acknowledge leads created via select sources. For example, enter condition as <Lead Source> is <Trade Show>. - Under Instant Actions, select Function and Write your own.
- Provide a Name and description, if required, for the function.
- On the Deluge Script Editor, do the following:
- Copy and paste the code given below.
- Click Edit Arguments.
- Choose Leads - First Name and name it as First_Name.
- Choose Leads - Mobile, name it as Mobile, then click Save.
- Click Save & Execute Script.
- Click Save on the workflow rule page.
The code
base = zoho.encryption.base64Encode("xxxxx:yyyyy");
base = base.remove("\n");
url = "https://api.twilio.com/2010-04-01/Accounts/xxxxx/Messages.json";
reqMap = Map();
reqMap.put("Body","Hello" + First_Name + "I appreciate your interest in our product. We will have one of our sales representatives contact you shortly. Regards, Zylker");
reqMap.put("To",Mobile);
reqMap.put("From","+19876543210");
hMap = Map();
hMap.put("Authorization","Basic " + base);
post = postUrl(url,reqMap,hMap);
info post;Notes
- Replace 'xxxxx' with the Account SID for your Twilio account.
- Replace 'yyyyy' with the Auth Token for your Twilio account.
- Replace "+19876543210" with the Twilio number.
- You can customize the salutation and the message body at line #5.
- A single SMS message technically supports up to 160 characters. Learn more
Tip
- Configure and test the function in a sandbox to ensure that further development doesn't disrupt your production environment.
Test the solution
- Go to Leads > +Create Lead.
- Enter the lead information, such as their first name, last name, country, and mobile number.
- Click Save.
The workflow rule will be triggered. - Check whether an acknowledgment text message was sent to the lead's mobile number with the contents specified in the function.
Did you find this useful? Try it out and let us know how it works. Share this with your team if they'd benefit from it! If you have questions, please don't hesitate to contact us.
More info
- ModuleLeads
- Trigger PointWorkflow Rule
- EditionEnterprise and above
- ComplexityLow
- Implementation Time15 minutes
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