Send SMS to Zoho CRM contacts from Dial Amp
Send text follow-ups during a Dial Amp calling session, using your Zoho CRM contact records. Assign an approved SMS template and managed sending number to each disposition, with eligibility checks before submission.
Messaging tools
Send SMS follow-ups during your Dial Amp calling session
Your Zoho CRM records supply the contact details for your Dial Amp calling session. Admins assign an approved SMS template and managed number to a call disposition. Agents select that outcome in Dial Amp; a message is submitted only when the account, sender, and recipient are eligible.
Configured once, used at call wrap-up
Choose the outcome
The agent selects the disposition that best describes the call in their Dial Amp session. Its follow-up is already attached to that choice.
Keep the message approved
That disposition points to one admin-approved template, with contact, agent, and company merge fields—no freehand rewrite.
Use the assigned sender
The specific managed Dial Amp number stays with the disposition, so the agent never has to pick a sending number.
Preview the finished message
Check a live preview with the merge fields filled in before saving the template, so you can see how the message will read.
Review replies in Dial Amp
View messages and replies in your Dial Amp SMS inbox, with the conversation associated with the originating Zoho CRM Lead or Contact.
Disposition to SMS
Send SMS without leaving your Dial Amp calling session
An admin sets the SMS template and exact managed sending number for each Dial Amp disposition. During the calling session, agents select that outcome to submit eligible follow-up without switching to another tool.
- Selecting “Meeting Scheduled” can submit its assigned confirmation template when send checks pass.
- Merge fields personalize the approved copy with the lead, agent, and company names.
- Activation, number readiness, affirmative consent, DNC, and STOP checks determine eligibility.
Frequently Asked Questions
Can I send SMS to my Zoho CRM contacts with Dial Amp?
Yes. Your Zoho CRM records provide the contact details, while the calling session and SMS follow-up take place in Dial Amp. An admin assigns an approved SMS template and managed sending number to a disposition. The agent selects that outcome during their Dial Amp session, and eligibility checks run before the message is submitted.
How does a disposition button send an SMS?
An admin assigns an SMS template and an eligible sending number to a disposition button. When an agent selects that button during a Dial Amp calling session, Dial Amp checks account, sender, and recipient eligibility before submitting the configured message.
Can SMS templates personalize the message?
Yes. Templates can include the contact’s first name, the agent’s name, and your company name, so agents can send the configured follow-up without retyping it after each call.
What do I need before using SMS?
A2P registration must be completed and SMS enabled before texting. Each organization uses one designated texting number, and recipients must have provided consent.
Are SMS messages linked to my Zoho CRM Leads and Contacts?
Dial Amp stores the originating Zoho CRM module and record ID with each SMS send and conversation, keeping it associated with the correct CRM record in Dial Amp. Messages are viewed in the Dial Amp inbox; SMS conversation history is not currently synced into Zoho CRM.
Are there safeguards before a disposition sends an SMS?
Yes. Dial Amp checks affirmative consent, DNC suppression, and STOP status before submission. These safeguards support responsible outreach but do not replace your team’s legal obligations or guarantee carrier delivery.
Turn call outcomes into SMS follow-up
Configure an approved template and managed sender for your Dial Amp dispositions. SMS submission depends on activation, number readiness, and recipient eligibility.