Connect Like Never Before: Transform Your Outreach Strategy with ValueFirst and Zoho CRM

In today's fast-paced business environment, effective communication and customer engagement are key to success. The ValueFirst SMS and WhatsApp app for Zoho CRM is here to revolutionize how businesses connect with their customers. This powerful app allows you to effortlessly create and send engaging campaigns directly to your customers' mobile devices via SMS and WhatsApp. Seamlessly integrated with Zoho CRM, it offers a comprehensive solution for all your communication needs.

Why Integrate ValueFirst Messaging APIs with Zoho?

Integrating ValueFirst Messaging APIs with Zoho CRM is a game-changer for businesses. It empowers you to unlock the full potential of Zoho CRM with seamless connectivity to WhatsApp and SMS. By leveraging the expertise of ValueFirst, you can extend your reach to millions of customers and enhance engagement, ultimately driving a positive impact on your operations. This integration sets you apart in the competitive landscape by cultivating satisfied customers and fostering meaningful relationships.

Key Features of the Integration

The ValueFirst SMS and WhatsApp Campaigns for Zoho CRM come packed with features designed to streamline your communication efforts:

  • Multiple Accounts Configuration: Configure multiple SMS accounts and a single WhatsApp account.
  • Template Management: Easily manage SMS and WhatsApp templates. Fetch WhatsApp templates with a single click.
  • Customizable Fields: Choose the phone/mobile field while sending SMS/WhatsApp messages.
  • Versatile Messaging: Send SMS and WhatsApp messages from Leads, Contacts, and Accounts modules.
  • Rich Media Support: WhatsApp templates support both text and rich media.
  • Bulk and Single Messaging: Send messages individually or in bulk, and set up trigger-based notifications using Zoho workflows.

Technical Integration

Ready to get started? Here’s how to integrate ValueFirst with Zoho CRM:


  • XML Account for SMS
  • IP Whitelisting: Ensure IP whitelisting against the XML account on the ValueFirst side.

Steps to Integrate:

  1. Install: Download and install the “ValueFirst for Zoho CRM” application from Zoho Marketplace.
  1. Configure: After installation, configure your SMS and/or WhatsApp account using your Username and Password.
  1. Set Up Webhooks: Send SMS DLR Webhook, WhatsApp DLR Webhook, and WhatsApp Inbound Webhook to the ValueFirst sales/support team for configuration of delivery reports and WhatsApp inbound messages.

Use Cases

Let's look at some practical ways you can use this integration to boost your business:

  • Promotional Campaigns: Send targeted promotional offers directly to your customers' mobile devices, ensuring high engagement rates.
  • Customer Updates: Keep your customers informed about their order status, new product launches, and more through timely SMS and WhatsApp messages.
  • Personalized Messaging: Use the customizable fields to send personalized messages that resonate with your customers, enhancing their overall experience.
  • Automated Notifications: Set up trigger-based notifications using Zoho workflows to automate customer communication, saving you time and effort.


Integrating ValueFirst SMS and WhatsApp app with Zoho CRM is a smart move for any business looking to enhance their customer communication strategy. With its powerful features and seamless integration, you can effortlessly reach your customers, drive engagement, and foster meaningful relationships. So why wait? Unlock the potential of Zoho CRM with ValueFirst today and set your business apart in the competitive landscape. Cheers to successful integrations and continued success!

Ready to take your customer engagement to the next level? Contact us today to learn more about integrating ValueFirst’s messaging APIs with Zoho CRM and start experiencing the benefits.