Send text messages to newly created leads

When a new lead is created in Zoho, automatically send a welcome SMS via Happy SMS to establish immediate contact.

Try:

See all Zoho + Happy SMS integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Zoho Explore Zoho →

Triggers

New lead created

Fires when a new lead or contact is created in Zoho.

Deal stage changed

Fires when a deal moves to a new stage in Zoho.

Deal won

Fires when a deal is marked won in Zoho.

Contact updated

Fires when a field on a contact changes in Zoho.

Actions

Create or update contact

Creates or updates a contact in Zoho.

Create deal

Creates a new deal in Zoho.

Update deal stage

Moves a deal to a new stage in Zoho.

Log activity

Logs a call, email, or note against a record in Zoho.

Happy SMS Explore Happy SMS →

Triggers

New inbound SMS

Fires when a new text message is received in Happy SMS.

New call

Fires when a new call comes in or out through Happy SMS.

Missed call

Fires when a call is missed in Happy SMS.

Call recording ready

Fires when a call recording finishes processing in Happy SMS.

Actions

Send an SMS or MMS

Sends a text message through Happy SMS.

Place an outbound call

Starts an outbound call via Happy SMS.

Create or update a contact

Creates or updates a contact in Happy SMS.

Send a voice message

Sends a recorded voice message via Happy SMS.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Happy SMS, automatically log the activity on the contact's record in Zoho. See details

Dispatch text confirmations on won deals When a deal is won in Zoho, send an automated SMS via Happy SMS to confirm details with the client. See details

See all Zoho + Happy SMS integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Zoho and Happy SMS?

Yes — describe it in the box above and Knit's Integrations Agent researches Zoho and Happy SMS's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Zoho and Happy SMS help track phone communications?

Inbound calls, text messages, and missed calls handled in Happy SMS can automatically log activities or update lead profiles directly inside Zoho.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Zoho can prompt Happy SMS to send an automated SMS confirmation or message to the client.