React to meaningful events
Use received, delivered, failed, call, recording, and allowance events.
AUTOMATIONS
Let the conversation trigger the follow-up.
Connect message and call events to configured webhooks and CRM emails. Make each action relevant to the record and the outcome.
Inbox 3
Search conversations
AM
Alex Morgan
nowCould we arrange a call next week?
SJ
Sarah Jenkins
12mPerfect. Thank you!
DT
Daniel Taylor
1hCan you send me the details?
EW
Emma Wilson
2hTuesday works for me.
AM
Alex MorganContact · Initial consultation
Hi! Could we arrange a call next week?10:42
Of course, Alex. Would Tuesday morning or Wednesday afternoon work better?10:43
Tuesday morning would be great.10:44
Consultation bookedTuesday · 10:00 · Zoho Bookings
Write a message…
Illustrative example · Fictional customer data
Apply the context
Filter by record type, owner, number, message content, timing, bot, or call outcome where supported.
Use your CRM workflows
Add workflow actions that send a text or start an AI bot call from a CRM record.
A failed message deserves a next step
Notify your team through a configured email when delivery fails, rather than leaving the outcome buried in a log.
YOUR NEXT CHAPTER
Put the next
conversation to work.
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.