SMS Automation
SMS Automation |
You can trigger a custom SMS using webhooks from your ZOHO CRM. In this webhook you will set what module the SMS is related to and what template you want to be sent out. After these webhooks are created workflow rules will be able to use these as actions.
3.1 To configure webhooks for SMS Automation
- In ZOHO CRM, click on the Settings icon located on the top right. Go to Setup > AUTOMATION > Actions. Click on Action.
- Click on Webhooks.
- Click on Configure Webhook to create new webhook.
- Type a name of the webhook.
- For URL to Notify you need to go to the Direct SMS Settings module.
Then copy the URL from Personalized SMS Url at the bottom and paste it into URL to Notify. Discard everything after the "execute?". We will be appending them in step 8. - Method = Get
- Select the Module for which you want to Automate SMS.
- On URL parameters type the Parameter Name as recordIds . For parameter value select the Module and the select the id field.
- Go to Custom Parameters and add a new line. Here you will enter the Parameter names: auth_type, zapikey, moduleName and smsTemplateId. Add their respective parameters from the Personalised SMS URL.
Do not include = or & in the parameters - In the parameter value you will enter the id of the SMS template you wish to be sent out. The id will be found once you go to your SMS template record. Here is exact location of the SMS Template id.
- Click Refresh under Preview URL, confirm that it looks similar to the Personalised SMS URL only with the new parameters as defined in the webhook and click Save. Your webhook has been created and now we need to create some rules to trigger it.
- Now under the Automation section in the side bar, click Workflow Rules. You can also access this through Settings->Automation->Workflow Rules.
- Click the Create Rule button.
- Next to Module, select the module you made the webhook for. Eg, in this example choose leads.
- Enter a rule name for this workflow. Eg 'Workflow rule for an SMS lead'. Enter a description if you like then press next.
- At this point you can create a workflow. Here is more information on workflows.
- Once you have set your workflow's trigger and conditions you can assign an action, either instant or scheduled. Here you will select Webhook.
- Now select the webhook you want associated with this workflow then click associate
For example, if you associated the webhook you just made it would send the 'Sample SMS template for Leads' to the Lead's mobile for all Leads that satisfy the trigger and condition. - Press Save.
- Congratulations, you've made your first automated SMS.
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