Zoho CRM | Create a lead or contact from an inbound message using an unknown number

Zoho CRM can automatically add new leads or contacts when you receive an SMS from a number that isn't already in your database.

• Outbound communications: Send opt-in compliant messages to your existing leads and contacts.

• Inbound communications: Publish your number online or in a directory so people can text you with enquiries.

When your records are up today, it's easy to track who is messaging you and why. If a new enquiry comes in from an unknown number, you can enable a setting that automatically creates a new lead or contact if the system can't match the number with an existing record. This way, every inbound message is captured and no opportunity is missed.

Create leads/contacts when an inbound message is received from an unknown number

1. In the Zoho CRM, from the left-side navigation menu, click on the Marketplace module.
2. Click on the Installed tab.
3. Locate Sinch SMS for Zoho and click on Configure.
4. Click on the Advanced Settings tab.
5. Click on the Inbound Content tab.

6. In the Create leads/contacts when an inbound message is received from an unknown number drop-down, select Create a Lead or Create a Contact. 

   Note: To keep your contact database clean and accurate, we recommend choosing the Create a Lead option. This ensures new enquiries are tracked as leads, can be properly followed up and added to the right contact groups for more effective communications in the future.

7. Click the Save button.