Saasplugins | How To Use | Knowledge Base

How to Use
Use SMS Templates
Using Templates If you have already created SMS templates, you can use those templates to send SMS to your clients. You can use the template for messaging by selecting the template and click in “Use Template” button. Created templates can be found ...
Create SMS Template
The plugin provides the opportunity to use templates, so you do not need to write the SMS content every time. Custom Templates can be created or used for the widget. By clicking on the “Templates” button, the template page will open. There will be no ...
Received/Replied SMS
Once a client received an SMS on their mobile phone, they will be able to reply to that SMS. Whenever the client will replied to the SMS, it will be noted in the ticket as conversation and marked as “Inbound SMS”. Note: If you still have any query ...
How to Send SMS
Prerequisite Need to Install the plugin in your Zoho Desk Portal. Installation Link SMS Sending Procedure Step 1: Go inside 'TICKETS' page if any other page being selected. In this page all available tickets will be present. Step 2: Open a ticket. ...
User Guide (Full)
1. Using the Plugin 1.1 Sending SMS Log in to Zoho Desk portal while the "Burst SMS for Zoho Desk" is being installed. Go inside the 'TICKETS' page if any other page is selected. On this page, you will find all the available tickets. c. Open a ...

Popular Articles
Overview and Demo
This article will show you an overview of the whole plugin features, facilities, and benefits - You have Zoho CRM for your sales and marketing, and you use Xero for your accounting. So how do you keep both applications synced without doing it ...
How to create SAASU Account and give full access
What we need to setup your account of Saasu2Zoho and can do required few customization and settings - 1. Full access in to SAASU and 2. Administrator Credentials of your Zoho CRM (Login user name and password) How to create SAASU Account and give ...
Installation Process
Installing Zoho CRM 2 Xero You can install the product from marketplace directly with the below link Installation Link - https://marketplace.zoho.com/crm/xero2zoho You can install the trial version or buy the extension directly by clicking the Buy ...
How to send Xero invitation
To get started all we need is for you is to provide access to Zoho CRM and invite us to Xero. Here's a step-by-step Setup Guide: STEP 1: Login to XERO using https://login.xero.com STEP 2 : Select the organisation you wish to setup the plugin for. If ...
Setup Overview
Overview Now that you have installed Oscillosoft's Zoho CRM 2 Xero extension you must be wondering how to actually sync your records between the two applications. We're happy to tell you that with our custom made portal, syncing is extremely easy to ...

How to Use