CRM Integrations

Learn how to integrate Salesforce, Zoho, Zoho Bigin, Zoho Qntrl and HubSpot with Conversive to send messages to CRM contacts. View sent messages directly within the CRM for seamless communication tracking.

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Create Conversation with Zoho Qntrl Contacts

How to Create Conversation in Conversive Using Zoho Qntrl?

Create Conversation: Using Zoho Qntrl List from Conversive, you can send a message. Based on your integrated channel, you can send new messages to individual contacts.

Overview of conversations 

Conversation is an interactive communication between two or more people. It is a thread of messages between customers and agents. It is important to track these messages to monitor and streamline the customer relationship journey of your business.

Converse Desk provides you with an intuitive, easy-to-use interface. It features a familiar Inbox style, making it simple for users to begin messaging with little or no training. The Converse Desk also features intelligence that guides users to effectively manage and respond to any volume of messaging conversations. You can send SMS, WhatsApp, and many other channel messages over Converse Desk.

Initiate a New Conversation

You can initiate a new conversation with an existing contact from the Contacts List from your Zoho Qntrl.

Follow the below steps to Send a new message -

  1. Type in Full Name. (Contact suggestions are displayed while typing a name)

  2. Select the Country Code (ISD Code) from the dropdown and type in the number. example**, Select 1 for USA and type in 85********.** (This is auto-populated if a Contact is selected from the Contacts List)

  3. Select Sender ID.

  4. Type in a Message or use pre-defined Templates to converse. You can search from the available Conversation type templates for the selected Channel.

  5. You can also add Media files and Emoticons to your message.

  6. Click on the 'Send' button.


Updated on Nov 20, 2024

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