> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.conversive.ai/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server. # SMS History in Zoho CRM You can see all your sent or received messages in Zoho under SMS History tab, A clean tabular representation for all your messages. Track your incoming and outgoing messages in the SMS History module of SMS-Magic Interact Extension with ease. *\[Image]* In SMS History Module, * Incoming/Outgoing messages can be identified by the entry in the ‘Direction’ column. * If the entry is IN, this message is an incoming message. The SMS History Name for an incoming message will also have IN prefixed before the SMS History Name. * If the entry is OUT, this message is an outgoing message. The SMS History Name for an outgoing message will also have OUT prefixed before the SMS History Name. * SMS/MMS/WhatsApp messages can be identified by the entry in the ‘Type’ column * If the entry is SMS, the message sent/received is an SMS * If the entry is MMS, the message sent/received is an MMS * If the entry is WhatsApp, the message sent/received is a WhatsApp message. * Media attachments can be seen in the Attachments section of the SMS History record. Click on the SMS History record with type MMS/WhatsApp, scroll down to Attachments section, to view the attached media file. * Track the Sent Status and Delivery Status of your Outgoing messages ### Module Lookup on SMS History Incoming and Outgoing messages in SMS History get associated with a relevant Lead/Contact record for which the mobile number of the recipient matches. > **Notes:**\ > > If multiple Lead or Contact records have the same Mobile Number, there can be discrepancies in the association of Lead/Contact. To associate SMS History records with a relevant Custom Module record, you can configure Custom Module Lookup on SMS History. Follow the steps below to configure Lookup for your required Custom Modules - 1. Create Lookup Field in SMS History Module layout Create a Lookup field in SMS History for the custom module you wish to associate relevant SMS History records with. For the Deals module, we will create a lookup field - “Deal” in the standard layout of the SMS History module. * Click on Setup > Customization > Modules and Fields * Click on SMS History * On Layouts tab, click on Standard * Drag and Drop LookUp from the Left Panel to the SMS History Information Layout * Enter Field Label as ‘Deal’ * Select Lookup Module as ‘Deals’ from dropdown * Enter ‘SMS Deal History’ as the Related List Title * Click on the Done button *\[Image]* **Notes:**\ Make sure the API name for the lookup field is the same as lookup field name. To check the API Name of the lookup field, Click on Setup > Developer Space > APIs > API Names tab > SMS History. 2. Create Workflow that will perform the Lookup for the Custom Module. Follow the below steps to create a Workflow Automation - * Click on Setup > Automation > Workflow Rules * Click on **+ Create Rule** * Select the Module SMS History. * Enter a Rule Name and Description for the Custom Module for which you are creating the Lookup Workflow * Click on the **Next** button *\[Image]* 3. Create a Workflow rule as shown in screenshot below - * WHEN - On a Record Action > Select Create * CONDITION - All SMS History * ACTION - Function > Write your own *\[Image]* 4. Continue Creating a function with the steps below - * Enter **Function Name** - AssociateDeals i.e Associate\ * Enter **Display Name** - Associate Deals i.e Associate \ * Enter a Description(optional) * Click on the Next button * Copy and paste the below code in the Text Area | MODULE_TO_BE_UPDATED = “smsmagic4\_\_SMS_History”; LOOKUP_MODULE = “Deals”; LOOKUP_FIELD = “Deal”; PHONE_FIELD = “Mobile”; phone_list = \{mobile_number,mobile_number.subString(1),mobile_number.subString(2),mobile_number.subString(3), mobile_number.subString(4)}; record_id = “”; is_record_found = False; for each mobile in phone_list \{ response = zoho.crm.searchRecords(LOOKUP_MODULE,”(“+PHONE_FIELD+”:equals:”+mobile + “)”); for each deal in response \{ record_id = deal.get(“id”); info “Found deal with id: ” + record_id; is_record_found = True; break; } if(is_record_found) \{ break; } } if(is_record_found) \{ info “Updating module: ” + MODULE_TO_BE_UPDATED + ” record with id: ” + target_id; info “Updating lookup field: ” + LOOKUP_FIELD + ” with id: ” + record_id; params = Map(); params.put(LOOKUP_FIELD,record_id.toLong()); response= zoho.crm.updateRecord(MODULE_TO_BE_UPDATED,target_id.toLong(),params); if(“Error”.equalsIgnoreCase(response.get(“status”))) \{ info “Failed to update record: ” + response.get(“message”); } else \{ info “Hurray! record updated successfully.”; } } • | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | * Click on Edit Arguments above the text area * Add the Function Arguments as seen in screenshot below - *\[Image]* * Click on the **Save** button * Click on the **Save** button on the Function Editor 5. Click on the **Save** button to save the Workflow. The Workflow will be active by default. For the Outgoing and Incoming messages, from/to this custom module, the Lookup workflow will associate a relevant Module record to the SMS History record. > **Notes:** > > * Mobile number is SMS History record should exactly match with mobile field value in Custom Module (e.g., Deal). > * Although this code takes care of country code, yet Mobile numbers in custom modules should not be formatted.