Catalyst Connect Chat is an integrated text message service for Zoho CRM that leverages the existing integration with Twilio. Users will be able to text CRM leads and contacts through the CRM, Chrome Extension or Mobile App (Android) using the default voice integration between Twilio and Zoho CRM. All texts will be logged in Zoho through a custom Module so users can reference back to conversations or configure workflow rules to be triggered based on responses.
Admins can also setup Groups to text multiple users at a time and make available Text Templates for more efficient marketing campaigns.* Users will also have the ability to text out of multiple DIDs so that you can match area codes to your customers’.
Advanced automation is available by configuring workflow rules and webhooks to send out notifications based on CRM actions. (Note: all Zoho CRM systems are subject to daily limits on API, webhook and custom function calls. Each text message sent uses one API call, two custom functions and webhooks can vary depending on usage. Please make sure to check your limits by going to Settings – Developer Space and Settings – Automation for more system details.)
How to Get Started
You can get started by installing our Zoho CRM Extension here and the Chrome extension here. The next step is to schedule a call with our team so we can to help you configure your Twilio account and setup your admin interface, groups, and user preferences. Standard Setup fee is $249 and monthly subscription charges are $10 per user per month for the software. Signup for your subscription/user licenses here. Separate usage charges apply, see details below.
Embed highly-reliable calling into any application.
Global Low Latency
Advanced call control
Starting at $0.0085/min to receive and $0.013/min
to make a call.
Exchange text and pictures messages across the world.
Ship 50% faster with Copilot software
Real-time reporting & insights
Automatic content encoding
Starting at $0.0075
to send or receive message.
*Catalyst Connect’s best practice recommendation is to send to 100 recipients at a time. Although there is no technical limit to the number of Group recipients, support will not be provided to Group texting beyond 100 recipients per Group.