You will get Zoho CRM Twilio SMS Automation for Lead-Based Bulk Sms
Project details
The client needed a reliable way to send bulk SMS notifications to leads directly from Zoho CRM, segmented by lead source. Due to regional restrictions, Zoho’s native Notification SMS and Marketplace integrations (including Twilio) were unavailable, creating a major blocker for the project.
To overcome this, I designed and implemented a custom Twilio SMS integration using Zoho CRM automation and API-based workflows. Instead of relying on the Marketplace, I connected Twilio directly to Zoho CRM using secure credentials, ensuring global SMS delivery without regional limitations.
I created a mass-action custom button inside the Leads module, allowing the client to filter leads by source, select multiple records, and send SMS messages in bulk with a single click. Message content was structured using customizable fields, making it easy for the client to reuse and edit SMS templates without technical knowledge.
Result:
The client now has a scalable, region-independent SMS system inside Zoho CRM that supports targeted bulk messaging, improves lead engagement, and avoids ongoing dependency on Zoho Marketplace limitations.
To overcome this, I designed and implemented a custom Twilio SMS integration using Zoho CRM automation and API-based workflows. Instead of relying on the Marketplace, I connected Twilio directly to Zoho CRM using secure credentials, ensuring global SMS delivery without regional limitations.
I created a mass-action custom button inside the Leads module, allowing the client to filter leads by source, select multiple records, and send SMS messages in bulk with a single click. Message content was structured using customizable fields, making it easy for the client to reuse and edit SMS templates without technical knowledge.
Result:
The client now has a scalable, region-independent SMS system inside Zoho CRM that supports targeted bulk messaging, improves lead engagement, and avoids ongoing dependency on Zoho Marketplace limitations.
Programming Languages
JavaScript, Java, TypeScriptCoding Expertise
Cross Browser & Device Compatibility, Performance Optimization, SecurityWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 3 | 4 |
Design Customization | - | - | - |
Content Upload | - | - | |
Responsive Design | - | - | - |
Source Code | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$10 - $60Frequently asked questions
About Abdullahi
Zoho Expert Specializing in Zoho CRM, Zoho Books, Zoho Analytics
Lagos, Nigeria - 2:10 pm local time
Are you struggling with a cluttered Zoho CRM setup, disconnected tools, or manual processes slowing down your business?
Zoho is a powerful platform, but without the right structure, automation, and integrations, it can quickly become overwhelming and inefficient.
Most businesses don’t need more tools they need the right system connecting everything together.
Using different Zoho applications to design end-to-end business workflows based on real business needs.
Here’s what we typically work on:
• Zoho CRM, Manage leads, customers, sales pipelines, workflows, and follow-ups in a structured way
• Zoho Books, Handle accounting, invoicing, payments, and financial reporting
• Zoho Inventory, Manage stock, warehouses, purchase orders, and sales orders in real time
• Zoho Creator, Build custom business applications with workflows, forms, and automation
• Zoho Flow & API Integrations, Connect Zoho with WhatsApp, Shopify, email systems, and third-party platforms
• Zoho Campaigns / Marketing tools, Automate customer engagement and marketing workflows
Our approach is simple:
I don’t treat these apps separately, I connect them into one smooth, automated business system.
I help businesses design and implement scalable Zoho systems that unify their CRM, automate workflows, and streamline operations. My goal is simple: reduce manual work, improve data accuracy, and build a system that truly supports your business processes.
Many of my clients come with scattered tools, inconsistent data, or CRM setups that don’t reflect their real workflows. I solve this by creating structured systems with optimized CRM architecture, intelligent automation, and seamless API integrations.
What You’ll Get:
A well-structured Zoho CRM aligned with your sales pipeline and customer lifecycle
Smart workflow automation using triggers, conditions, and logic to eliminate repetitive task Clean, reliable data through proper validation, deduplication, and synchronization
Seamless integration between Zoho apps and third-party platforms via APIs and webhooks Clear dashboards and reports for better decision-making and performance tracking
A scalable system built to grow with your business
How I Support Your Business:
Zoho CRM Implementation & Optimization:
Complete setup, customization, pipeline design, lead management, and sales automation.
Workflow & Process Automation:
Streamlined operations through intelligent automation that reduces manual effort.
API & System Integration:
Connecting Zoho with tools like QuickBooks, Stripe, WooCommerce, and WordPress.
Data Management:
Migration, cleanup, validation, and synchronization for consistent, high-quality data.
System Architecture & Scalability:
Structured systems designed for long-term growth and efficiency.
Tools & Platforms:
Zoho CRM, Zoho Books, Zoho Analytics, Zoho Creator, Zoho Inventory, Zoho Desk, Zoho Flow, APIs, Webhooks, QuickBooks, Stripe, WooCommerce, WordPress
This Is a Good Fit If You:
Need a Zoho CRM setup from scratch or want to optimize an existing one
Want to automate workflows and eliminate repetitive tasks
Are integrating multiple tools and systems
Need a scalable solution to support business growth
If you’re ready to build a fully connected and automated Zoho system that actually works for your business, click “Invite” or send me a message.
Share a brief overview of your current setup or challenges, and I’ll provide a tailored plan to help you fix and optimize it.
Zoho CRM | Zoho Books | Zoho Analytics | Zoho One | Zoho Creator | Zoho Projects | Zoho Desk | Zoho Campaigns | Zoho Survey | Zoho Inventory | Zoho Flow | Zoho Mail | Zoho Sign | Zoho Checkout | Zoho Bigin | CRM Implementation | CRM Automation | API Integration | Workflow Automation | Business Process Automation | Data Management | System Integration | Reporting & Analytics | Dashboard Creation | Sales Automation | Lead Management | Customer Lifecycle Management | Process Optimization | Scalable Systems
Steps for completing your project
After purchasing the project, send requirements so Abdullahi can start the project.
Delivery time starts when Abdullahi receives requirements from you.
Abdullahi works on your project following the steps below.
Revisions may occur after the delivery date.
Zoho CRM Twilio SMS Automation for Lead-Based Bulk
Regarding functionality, I will set it up exactly as you described: -Select a Lead Source -Choose an SMS template -Send bulk messages to all matching leads