Install & Setup
Direct SMS - Installation and Setup
Direct SMS Configuration needs to be done in two separate areas. Zoho CRM Direct SMS To install Direct SMS You can install the plugin in your CRM by using the below link Installation link - https://marketplace.zoho.com/app/crm/direct-sms-for-zoho-crm ...
How to create Direct SMS Template
Direct SMS Template Creation Step 1: Go to Template Settings in your CRM Step 2: Click on ‘Create SMS Template’ Step 3: Click into Generate Custom SMS body. Step 4: Write the Template Name Step 5: Select the Module Step 6: Write the SMS body and Save ...
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 ...