Zoho CRM + Ultramsg Integration

Integrate Ultramsg to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Sync your contacts and chat threads instantly, update your CRM records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Ultramsg
    Message is created in Ultramsg
  • Ultramsg
    Chat is created in Ultramsg
  • Ultramsg
    Contact is created in Ultramsg
  • Ultramsg
    Group is created in Ultramsg
Arrow Right
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Ultramsg
    Send message in Ultramsg
  • Ultramsg
    Send voice in Ultramsg
  • Ultramsg
    Send vcard in Ultramsg
  • Ultramsg
    Send audio in Ultramsg
  • Ultramsg
    Send location in Ultramsg
  • Ultramsg
    Clear messages in Ultramsg
  • Ultramsg
    Get group invite link in Ultramsg
  • Ultramsg
    Add participants in Ultramsg
  • Ultramsg
    Set message 'admin only' in Ultramsg
  • Ultramsg
    Add group description in Ultramsg
  • Ultramsg
    Leave group in Ultramsg
  • Ultramsg
    Create group in Ultramsg
  • Ultramsg
    Send image in Ultramsg
  • Ultramsg
    Send document in Ultramsg
  • Ultramsg
    Send video in Ultramsg
  • Ultramsg
    Send link in Ultramsg
  • Ultramsg
    Search contact in Ultramsg

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Ready Workflows Ready Workflows for Ultramsg + Zoho CRM Integration

Create contacts, send instant chat messages, keep CRM records updated, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zoho CRM + Ultramsg Integration

Send Ultramsg message for new Zoho CRM contact

Anytime a new contact is added to your Zoho CRM, automatically send them a message through Ultramsg letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Zoho CRM - Ultramsg integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Ultramsg + Zoho CRM flow

Capture leads from forms or spreadsheets, sync chat notifications, and manage team schedules after your core automation finishes. Pick a combination and activate it in one click.

Zoho CRM
Ultramsg
+
Google SheetsGoogle Sheets (4)
+
TypeformTypeform (3)
+
WhatsAppWhatsApp (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
StripeStripe (3)
Z
G
U
Add every new Zoho CRM lead to your Google Sheets spreadsheet, and send a welcome message in Ultramsg
New Zoho CRM leads land in Google Sheets instantly and trigger an automated Ultramsg message, keeping your records updated without manual data entry.
Z
G
U
When a contact is updated in Zoho CRM, update the Google Sheets row and send a notification in Ultramsg
Updated Zoho CRM contact details automatically refresh your Google Sheets spreadsheet while Ultramsg notifies your team.
Z
G
U
Log every new Zoho CRM module entry in Google Sheets and send a confirmation message via Ultramsg
New module entries in Zoho CRM are recorded in Google Sheets and confirmed via Ultramsg instantly.
Z
G
U
If a Zoho CRM lead is created, search Google Sheets for existing records and send an Ultramsg alert
Verify new Zoho CRM leads against Google Sheets data before triggering an Ultramsg alert.

Supported triggers and actions for Zoho CRM and Ultramsg

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Ultramsg
Ultramsg Triggers & Actions
Message is created in Ultramsg
Triggers the automation when a new message is created
Try it →
Chat is created in Ultramsg
Triggers the automation when a new conversation is initiated
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Contact is created in Ultramsg
Triggers the automation when a new contact is created
Try it →
Group is created in Ultramsg
Triggers the automation when a new group is created
Try it →
Send message in Ultramsg
Delivers a message to a designated recipient
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Send voice in Ultramsg
Sends a voice message to a designated recipient
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Send vcard in Ultramsg
Sends a vcard
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Send audio in Ultramsg
Sends an audio message
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Send location in Ultramsg
Sends the current location to a contact
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Clear messages in Ultramsg
Removes all existing messages from the chat interface
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Get group invite link in Ultramsg
Generates a link for inviting new members to a group
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Add participants in Ultramsg
Adds multiple users to a group
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Set message 'admin only' in Ultramsg
Sets a message as 'admin only'
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Add group description in Ultramsg
Adds a description to a group
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Leave group in Ultramsg
Removes oneself from a group
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Create group in Ultramsg
Creates a new group based on particular criteria
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Send image in Ultramsg
Sends an image to a recipient
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Send document in Ultramsg
Sends a particular document to a designated recipient
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Send video in Ultramsg
Sends a video file to the particular recipient
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Send link in Ultramsg
Sends a link
Try it →
Search contact in Ultramsg
Finds and retrieves contact information
Try it →

What can you automate with Ultramsg + Zoho CRM?

Streamline your customer communications and CRM record management with powerful automated workflows.

What you can automate?
💬
Automate instant messaging for every new lead
Trigger instant Ultramsg messages whenever a new lead is created in Zoho CRM, ensuring immediate engagement without manual delays.
📝
Capture comprehensive contact details
Map all available contact fields from Zoho CRM directly into your messaging workflows and chat templates.
🔔
Alert your team the moment events occur
Send instant notifications through Ultramsg when contact updates or module entries happen in Zoho CRM.
🔀
Route communications based on lead attributes
Send different message templates or documents depending on specific fields submitted or updated in Zoho CRM.
🔄
Keep your CRM records continuously updated
Automatically update Zoho CRM contacts and module entries when new data or chat interactions take place.
🔍
Search and match existing records
Search contacts in Ultramsg or Zoho CRM before creating new entries to prevent duplicates and keep databases clean.
📋
Manage follow-ups and stage updates
Handle status changes and lead stage progressions by triggering relevant messaging sequences automatically.
🌐
Extend your workflow to external apps
Connect Google Sheets, Typeform, or other tools to your Ultramsg and Zoho CRM core automation for a complete tech stack.
And much more...

Who is Ultramsg + Zoho CRM integration for?

Sales teams, customer support managers, and business owners managing pipeline communications and CRM records benefit from automating messaging and contact workflows.

Sales directors and managers
Sales directors and managers
Customer support teams
Customer support teams
Account executives
Account executives
High-volume sales operations
High-volume sales operations
CRM administrators
CRM administrators
Operations supervisors
Operations supervisors
📈
Sales directors and managers
You're reviewing lead conversion numbers across your campaigns but your reporting dashboards only update when reps manually log chat histories, so the metrics you're optimising against are always outdated — with this integration, every chat interaction updates your CRM instantly and your pipeline numbers stay current.
Customer support teams
You need to respond to customer inquiries instantly as they arrive in your messaging queue, but finding contact details across different systems takes too long — with this integration, every new inquiry creates a contact and triggers automated replies immediately.
🤝
Account executives
You answer to clients and stakeholders who expect immediate status updates on their requests, but manual data entry slows down your communication — with this integration, contact updates and chat notifications run automatically.
📊
High-volume sales operations
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost deals — with this integration, every lead is captured and messaged without manual intervention.
🔄
CRM administrators
You own the contact database and depend on sales reps to hand over accurate customer details, but records often contain gaps — this integration means every chat event and contact creation flows seamlessly into your CRM.
📋
Operations supervisors
You need a reliable history of all customer communications for auditing and review, but manual logging leaves missing entries — with this integration, every interaction is recorded accurately in your CRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho CRM + Ultramsg

Build and manage your Zoho CRM + Ultramsg automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Ultramsg with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Ultramsg to Zoho CRM?
Frequently Asked Questions
You can connect Ultramsg to Zoho CRM instantly using 1-click automation setup on Integrately, alongside Google Sheets and Typeform, or use Integrately AI to build custom workflows.
Can I automatically send an Ultramsg message when a Zoho CRM lead is created?
Frequently Asked Questions
Can I connect Ultramsg, Zoho CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Ultramsg and Zoho CRM?
Frequently Asked Questions
How are contacts handled between Ultramsg and Zoho CRM?
Frequently Asked Questions
Can I update module entries in Zoho CRM automatically?
Frequently Asked Questions
Do I need coding skills to automate Ultramsg and Zoho CRM?
Frequently Asked Questions
Is the Ultramsg and Zoho CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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