# CRM Integrations

> **Source**: [SMS-Magic](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations)
>
> <p>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.</p>

## Browse Collection

1. [Integrate with Creatio](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/EjzsQV3Kv7M-integrate-with-creatio.md) (Article)
2. [Conversive with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/oDr0uKgZG74-conversive-with-zoho-qntrl.md) (Article)
3. [Conversive with Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/NNaZw0wsXuc-conversive-with-zoho-crm.md) (Article)
4. [Conversive with Zoho Bigin](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/m4IqoMTuB84-conversive-with-zoho-bigin.md) (Article)
5. [Conversive with Salesforce](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/b2JeMxqWraM-conversive-with-salesforce.md) (Article)
6. [Send Message Campaigns using HubSpot List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/vZ326JsNtmY-send-message-campaigns-using-hubspot-list.md) (Article)
7. [Create Conversation with HubSpot Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/VgwIv4io45s-create-conversation-with-hubspot-contacts.md) (Article)
8. [Automate Conversations with Usecase Automation](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Hwvq7MSMORY-automate-conversations-with-usecase-automation.md) (Article)
9. [Send Message Campaigns](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/OMJL0lJ0NsI-send-message-campaigns.md) (Article)
10. [Create Conversation with CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/XIAZbgGIeb4-create-conversation-with-crm-contacts.md) (Article)
11. [Send Message Campaigns using Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/jjHP8ehf0gw-send-message-campaigns-using-zoho-crm.md) (Article)
12. [Create Conversation with Zoho CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/IrlVqhwH5Hg-create-conversation-with-zoho-crm-contacts.md) (Article)
13. [Trigger Usecase from Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/p7vkNfgeYb4-trigger-usecase-from-zoho-crm.md) (Article)
14. [Send Message Campaigns using Salesforce List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/DogEGB1AY4o-send-message-campaigns-using-salesforce-list.md) (Article)
15. [Create conversation with Salesforce Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/hCH9UwXjIds-create-conversation-with-salesforce-contacts.md) (Article)
16. [Conversive with HubSpot](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/q8E2gd9Yqz8-conversive-with-hubspot.md) (Article)
17. [ActiveCampaign Integration overview](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Qtjl42yRX28-activecampaign-integration-overview.md) (Article)
18. [Integrate with ActiveCampaign](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/2CwFYM09wxY-integrate-with-activecampaign.md) (Article)
19. [Send Message Campaigns using Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/7IvgQjhzQWQ-send-message-campaigns-using-zoho-qntrl.md) (Article)
20. [Create Conversation with Zoho Qntrl Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/UzYAI9ZbdYI-create-conversation-with-zoho-qntrl-contacts.md) (Article)
21. [Run Automation like Nurture and Reminder using ActiveCampaign via Apps](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/9Gw1Non0YVk-run-automation-like-nurture-and-reminder-using-activecampaign-via-apps.md) (Article)
22. [Automate Your conversation with ActiveCampaign ](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/6dVQBYDMkrQ-automate-your-conversation-with-activecampaign.md) (Article)
23. [Automate Messages with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/46WBF3EW2CI-automate-messages-with-zoho-qntrl.md) (Article)

---

# ARTICLE: Trigger Usecase from Zoho CRM

## METADATA

- id: WyePHyh7Vig4QhOkP3w4WQ
- type: article
- source: SMS-Magic
- content_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/p7vkNfgeYb4-trigger-usecase-from-zoho-crm

- collection_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations

## CONTENT

## User Documentation for Conversive - Use case Automation for Nurture

### Overview

This document provides guidance on using the Conversive to send Nurture series messages. 

### Prerequisites

- Ensure your CRM is connected in Conversive via Integration. 

### Activate the Nurture UseCase

#### **Step 1: UseCase **

- Users needs to login to Conversive
- The User needs to look for the “UseCases” on the Main Menu
- User needs to select the template of Nurture Usecase. 

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#### **Step 2: Template Selection**

- Once the selection is done, to activate the follow user must click on the template

- Once the template has been selected and opened, User/customer needs to activate the automation by clicking on **“Get this Automation”**

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## **Configure Usecase with CRM Object and Template**

#### **Step 1: Selection of Mapping and Setting**

- User needs to select the CRM Object type such as **“Contact, Companies, deals and tickets” **in case of HubSpot
- Then, the User needs to select the Phone field category which can be **“Mobile Number, Phone Number”**
- Then, the User will select the “**SenderID” **from which they want to send Message. 

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#### **Step 2: Selection of Message template **

- Once the Mapping and setting is done, then the user can select the message template and timings when to send the message
- User can modify the message template as per their requirement and can modify the message template as per their requirement
- Once the template selection is done. The user can setup the exit criteria

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## **Trigger Nurture Usecase from Zoho**

#### **Step 1: Requirements in the ZOHO CRM: **

- To use this in any of the Zoho family CRM. The particular CRM should have webhook option available in It
- Example: We will trigger the UseCase when a Lead is Created this condition is created in the Zoho Workflows 
- In ZOHO the Workflow will start by asking on which object you are creating the flow. After that there will be a condition of when we should trigger this. Created/updated/deleted

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- After the condition Select all leads if it will be applicable to all the leads → Instant Actions → WebHooks → Create a webhook/select an already created webhook.

#### **Step2: Create a WebHook:**

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Provide a  name to the webhook.

Method : POST

URL: [[https://app.sms-magic.com/api/v2/converse_app/tasks](https://app.sms-magic.com/api/v2/converse_app/tasks)](https://app.sms-magic.com/api/v2/converse_app/tasks)

Authorization Type: General

Custom Parameters → apikey : provide the SMS-Magic Portal APIKey ( you can find this in Get Started Page)

Body → Type: Raw and Format : JSON

**Paste the following Code: **

{ "record_ids": "${Leads.Lead Id}", #give the {object.objectID}

    "app_id": "784e3ca2-5a8d-41c5-a828-671aa326c756", #Paste your APPID here.

    "record_type": "Leads", #object

    "crm_user_email": "${Users.Email}" #SMS_Magic Portal email ID}

### 

Flow Activation: 

Save and Activate the flow to start the flow.

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### Video Reference for the Automating Your Messages

1. Reminder - [Conversive Reminder Automation](https://www.loom.com/share/23d1cb973f8e4289bcf0d1f1e9e900c0?sid=16a49dbf-e9ea-4056-8643-e56b0692966e)