When your CRM and messaging platform work together, no lead goes quiet and no follow-up falls through the cracks. Connecting Infobip and Zoho CRM through Neotask lets your sales team trigger SMS, WhatsApp, email, and voice outreach based on real CRM events, without writing a single line of code. Whether a deal moves stages, a new lead arrives, or a contact goes cold, Neotask handles the automation so your team can focus on closing.
Send Infobip messages triggered by Zoho CRM deals, contacts, or events.
Use CRM data to tailor SMS and chat messages for each contact.
Notify reps or customers the moment a CRM record changes status.
Lead Response via SMS and WhatsApp When a new lead is created in Zoho CRM, Neotask instantly sends a personalized SMS or WhatsApp message through Infobip. Faster first contact means higher conversion rates, and every message is logged back to the contact record automatically.
Deal Stage Triggered Outreach As deals advance through your Zoho CRM pipeline, Neotask fires the right Infobip message at each stage. Send a WhatsApp check-in when a deal enters negotiation, or an email summary when a deal is marked closed-won.
Re-Engagement Campaigns for Cold Contacts Neotask monitors your Zoho CRM for contacts that have gone inactive beyond a set threshold. It then queues an Infobip multi-channel sequence, starting with SMS, following up with email, to bring those leads back into your funnel.
Inbound Message to CRM Lead Creation When a prospect replies to an Infobip campaign, Neotask checks Zoho CRM for an existing record. If none exists, it creates a new lead automatically and attaches the conversation history, so your team always has context before they pick up the phone.
what you need
the automation
on autopilot
| Capability | Infobip | Zoho CRM |
|---|---|---|
| Send SMS | Yes | No |
| Send WhatsApp Messages | Yes | No |
| Send Email | Yes | Yes |
| Voice Outreach | Yes | No |
| Contact Management | No | Yes |
| Deal and Pipeline Tracking | No | Yes |
| Lead Capture and Routing | No | Yes |
| Activity Logging | No | Yes |
| Campaign Triggers | Yes | Yes |
Use Zoho CRM contact and deal fields like first name, company, and deal value to make every Infobip message feel tailored rather than broadcast.
Ask Neotask to check a custom field in Zoho CRM for preferred contact channel before deciding whether to send SMS, WhatsApp, or email through Infobip.
Always instruct Neotask to write Infobip delivery and reply events back to the Zoho CRM activity feed so your team has a complete contact history.
Pick your highest-impact use case, such as new lead response, and validate it before expanding to more complex multi-step sequences.
No. Neotask handles the configuration through conversation. Describe what you want to automate and Neotask sets it up for you.
Neotask can work with SMS, WhatsApp, email, and voice channels available in your Infobip account.
Yes. You can instruct Neotask to log outbound messages and inbound replies directly to the relevant Zoho CRM contact or deal record.
Absolutely. Neotask reads deal stage, lead score, and any other Zoho CRM field to determine which Infobip message to send and when.
Neotask matches the inbound message to the existing record and appends the conversation as an activity note rather than creating a duplicate.
Tell Neotask what you want to automate and it will configure the integration for you. No code, no complex setup, just results.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
Explore: Integrations · Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs