In the modern business environment, your CRM is your source of truth. But if your communication tools—like texting—are disconnected from that truth, your team is flying blind. You end up with scattered data, missed context, and inefficient workflows.

Enter the Dialpad SMS Texting for Zoho CRM extension.

We have built the bridge that seamlessly connects Dialpad’s powerful SMS capabilities directly into your Zoho CRM environment. No more toggling between tabs or manually copying and pasting messages. It’s time to bring your conversations home.

Centralize Your Communication

The core strength of this extension is Centralization. We believe that every interaction you have with a customer should live where your customer data lives.

With this integration, all your SMS interactions are brought under one roof. Whether you are sending a quick confirmation or having a detailed negotiation via text, it all happens within Zoho CRM. This ensures your team always has a comprehensive, 360-degree view of the customer history.

Power Features for Modern Teams

This isn’t just about logging texts; it’s about upgrading how you work:

• Automatic SMS Logging: Never worry about data entry again. Every text message sent or received via Dialpad is automatically recorded in the relevant Contact or Lead record in Zoho CRM. Your records stay up-to-date, effortlessly.
• Workflow Automation: Stop doing the heavy lifting. You can automate routine SMS tasks, such as triggering follow-up actions based on text responses. This reduces manual work and ensures no lead falls through the cracks.
• Template Support: Save time and ensure consistency across your team. Easily create and use SMS templates for those frequently sent messages—perfect for appointment reminders, welcome messages, or standard follow-ups.
• ChatGPT Integration: Take your communication to the next level. Leverage AI-powered responses and suggestions directly within your workflow to craft the perfect message faster than ever.

Why Choose This Integration?

It comes down to Efficiency. By integrating Dialpad SMS with Zoho CRM, you eliminate the friction of manual data entry. Your sales and support teams can focus on what they do best—interacting with customers—rather than administrative busywork.

Get Connected Today

Ready to streamline your workflows and keep your communication records crystal clear?

• Step 1: Download the Extension Here
• Step 2: Need assistance? Book a free implementation meeting with us to get everything configured correctly.

New to these platforms?

• Sign up for a Zoho CRM Free Trial here.
• Interested in Dialpad? You can sign up for a demo through our Contact Us page.

If you have any questions, our team is ready to help. Chat with us online or call 561-331-5360 to get started!