sendSMS.ro for Zoho CRM
sendSMS.ro for Zoho CRM
Svennis Simplifies SMS Messaging Inside Zoho CRM
Efficient Communication for Enhanced CRM Engagement
About our Integration sendSMS.ro for Zoho CRM
sendSMS.ro for Zoho CRM
sendSMS.ro for Zoho CRM
Svennis Simplifies SMS Messaging Inside Zoho CRM
About our Integration sendSMS.ro for Zoho CRM
- Amplify Reach:sendSMS.ro Integration Empowers Contact and Lead Messaging in Zoho CRM
- Effortless Messaging: Bulk and Individual SMS with Svennis & Zoho CRM Templates
- Stay Informed: Zoho CRM SMS Notifications for Contact and Lead Messages
- Monitor Conversations: Access SMS History in Zoho CRM's Leads and Contacts Sections
Expand ZOHO CRM capabilities with sendSMS.ro for Zoho CRM functionality
Expand ZOHO CRM capabilities with sendSMS.ro for Zoho CRM functionality
Enhanced Messaging Capabilities: Seamlessly Connect Zoho CRM with sendSMS.ro by Svennis Cloud Solutions to Send Personalized Bulk or Customized Individual SMS Messages to Your Contacts and Leads. Utilize Scheduled SMS Delivery for Targeted Communication at Precise Dates and Times.
Leads Module
Streamlined SMS Management in Leads Module
Experience hassle-free SMS handling with our intuitive interface. By clicking the 'Send SMS' button within the Leads module, you'll open the Send SMS window. This dynamic tool enables you to:
- Edit Messages: Tailor messages to your needs.
- Choose Templates: Opt for predefined templates.
- Select Phone Numbers: Pick the right recipients.
- Utilize Scheduling: Set specific send times for your messages.
Navigating the SMS Process
Upon clicking the 'Send SMS' button, you'll be directed to this destination. Your next steps include:
- Selecting a Template or Composing a Message: Choose an existing template or craft a personalized message.
- Message Box Requirement: Ensure the message box is filled; empty messages are not allowed.
- Scheduling Option: By checking the 'Schedule' box, you can choose the date and time for message transmission.
Simplify your messaging workflow with this user-friendly process.
Contacts Module
Efficient Messaging in Contacts Module
Similar to the Leads module, the Contacts module features the 'Send SMS' button. Upon activation, this button leads you to the Send SMS window, where you can:
- Edit Messages: Personalize your content.
- Choose Templates: Select from available options.
- Pick Phone Numbers: Choose recipients.
- Utilize Scheduling: Set specific send times for messages.
Experience streamlined communication, whether in Leads or Contacts, with this integrated approach.
Navigating SMS Sending Process
By clicking the 'Send SMS' button, you'll arrive at this destination. Your next steps involve:
- Selecting a Template or Composing a Message: Opt for a template or craft your own message.
- Message Box Requirement: Ensure the message box isn't left empty.
- Scheduling Option: By checking the 'Schedule' box, you can set the date and time for message transmission.
Experience effortless messaging through this user-friendly process.
15-day free trial. No credit card required.
For testing purposes, if you don't have a Zoho CRM account yet, we recommend you to create one by applying here and benefit from a 15-day trial period during which you can test the functionality of the plugin.
15-day free trial. No credit card required.
Zoho One platform contains +45 applications for managing a company including Zoho CRM ULTIMATE. You can test Zoho CRM within the Zoho One platform.
How to install sendSMS.ro for Zoho CRM
How to install sendSMS.ro for Zoho CRM
Installation of sendSMS.ro Extension for Zoho CRM
For successful installation of the sendSMS.ro extension in Zoho CRM, follow these steps:
- Agree to Terms of Service: Ensure you've accepted the terms of service.
- Authorization: Authorize the extension to access and process data.
- Click Continue: Proceed by clicking the 'Continue' button.
This streamlined process ensures smooth integration and operation.
User/Profile Selection: Defining Access to sendSMS.ro Features
In this step, you'll determine which users/profiles will have access to sendSMS.ro features. Consider the following options:
- Admin Access Only: If installed exclusively for administrators, they will possess full access to all extension functionalities.
- Access for All Users: Grant access to all users, allowing them to utilize the extension's features.
- Selective Access: Depending on users' profiles within the Zoho CRM organization, you can provide access to specific users as desired.
Make your choice wisely to optimize access and functionality based on your organization's needs.
Extension Installation Complete
Congratulations on successfully installing the extension! To unlock sendSMS.ro extension features, follow these steps:
- Configure Extension Settings: Access the settings to initiate configuration.
- Username and Password: Enter your username and password as required.
This straightforward process will enable you to utilize the full range of sendSMS.ro extension features effectively.
Activate the Plugin for Functionality
To activate this plugin and make it fully functional, kindly follow these steps:
- Create a sendSMS.ro Account: Begin by setting up an account on sendSMS.ro.
- Login and Navigate: Log in to your account and proceed to the 'Account' menu.
- Access API Keys: Within the 'Account' menu, locate and select 'API Keys'.
By adhering to these steps, you'll be able to activate the plugin successfully and access its full functionality.
Generating a New API Key
Within the 'API Keys' section, complete the process by generating a new API key:
- Navigate to API Keys: Access the 'API Keys' section as directed.
- Generate New API Key: Click on the option to 'Generate a new API Key'.
Following these steps will provide you with a new API key, ensuring smooth integration and functionality.
Selecting API Key Type for Zoho CRM
As you proceed with generating a new API key, remember to choose 'Zoho CRM' as the API Key Type:
- Generate New API Key: Initiate the API key generation process.
- Select API Key Type: Opt for 'Zoho CRM' as the designated API Key Type.
By making this selection, you'll align the generated API key with the specific requirements of Zoho CRM integration.
Credentials for Extension Installation
To proceed with the extension installation, you will require the following credentials:
- Username: [Your Username]
- Password: [Your Password]
These credentials will be used during the installation process to ensure successful setup and integration. Keep them secure and ready for a smooth installation experience.
Extension Ready for Use
Congratulations, the extension is now fully prepared for use! Feel free to explore and leverage its features to enhance your workflow and achieve your goals. Should you have any questions or need assistance, don't hesitate to reach out – happy using!
Need help?
How to manage sendSMS.ro for Zoho CRM
How to manage sendSMS.ro for Zoho CRM
Extension Features After Installation
Following the installation, the sendSMS.ro extension introduces two key modules:
- SMS Template Module: This module hosts default message templates, initially comprising three options. However, you have the flexibility to create and modify additional templates according to your needs.
- SMS Communication Module: Here, you gain access to a comprehensive history of sent and received messages, offering insights into your communication activities.
These modules enhance your experience and provide valuable tools for efficient communication within the extension.
SMS Template Module: Customizable Messaging
Within the SMS Template module, you'll find three default templates:
- Event Reminder Template
- Contacts Template
- Leads Template
These templates offer a foundation for your messaging needs. You also have the option to further customize by adding new templates or editing existing ones. This flexibility ensures tailored communication for various scenarios.
SMS Communication Module: Comprehensive Message Insight
In the SMS Communication module, you'll have access to a detailed overview of your message activities. This module provides a wealth of information regarding each contact's messages. This includes a comprehensive range of details and data associated with their communication history.
Leads Module
SMS Sending from Leads Module
Inside the Leads module, you'll find the "Send SMS" button, which serves as a gateway to the message-sending process. Upon clicking this button, you'll be directed to the message composition window. Here, you can:
- Edit the Message: Tailor the content to your needs.
- Select Templates: Opt for a predefined template if desired.
- Choose Recipient Number: Pick the intended recipient's phone number.
This streamlined process ensures efficient message delivery from within the Leads module.
The Send SMS Window: Customizable Messaging
In the Send SMS window, you have a range of options:
- Select Template: Choose from available templates.
- Enter Phone Number: Specify the recipient's number.
- Compose Message: Craft your message using placeholders if needed.
- Set Scheduler: If selected, pick the date and time for sending.
- Initial Credit Display: Initially displays 0 credits.
- Update on Sending: Upon sending, credits are updated, revealing current credit.
This window grants you control over your messaging, from template choice to scheduling, all while keeping you informed about your available credits.
Scheduling Messages: A Seamless Process
You have the convenience of scheduling messages effortlessly:
- Select "Scheduled On": Choose this option.
- Pick Date and Time: Specify the desired sending date and time.
This straightforward process enables you to set up message schedules according to your preferred timing.
SendSMS Functionality in Leads Module
In the Leads module's list view:
- Hover Action: As you hover over each lead, a "SendSMS" button becomes visible.
- Bulk Messaging: For sending messages to multiple leads, select the desired leads.
- Send Bulk SMS: After selection, use the "Send Bulk SMS" option to initiate the process.
This functionality streamlines the messaging process, allowing you to engage with multiple leads efficiently.
Contacts Module
Uniform SMS Sending: Leads and Contacts Modules
Similar to the Leads module, the Contacts module also offers the "Send SMS" button located in the top-right corner. This button provides access to the Send SMS window, ensuring a consistent approach to sending messages across both modules.
Navigating the Send SMS Window: Customizable Messaging
Within the Send SMS window, you have several options at your disposal:
Template Selection: Choose the template to be used.
- Phone Number Entry: Input the recipient's phone number.
- Message Composition: Craft your message, utilizing placeholders if desired.
- Scheduler: If chosen, specify the desired date and time for sending.
- Initial Credit Display: Initially indicates 0 credits.
- Credit Update on Send: Upon sending, the credit display will update, reflecting the current balance.
This comprehensive interface empowers you to tailor messages, manage credits, and control sending schedules effectively.
Effortless Message Scheduling
You enjoy the convenience of scheduling messages with ease:
- Choose "Scheduled On": Select this option.
- Specify Date and Time: Pick the desired sending date and time.
This user-friendly process allows you to set up message schedules according to your preferred timing, enhancing your communication strategy.
SendSMS Feature in Contacts Module
In the Contacts module's list view:
- Hover Action: Hovering over each contact reveals a "SendSMS" button.
- Bulk Messaging: To send messages to multiple contacts, simply select the desired contacts.
- Send Bulk SMS: After selection, utilize the "Send Bulk SMS" option to initiate the process.
This functionality streamlines messaging, making it efficient and effective for engaging with multiple contacts.
How to uninstall sendSMS.ro for Zoho CRM
How to uninstall sendSMS.ro for Zoho CRM
Uninstalling the Extension
To uninstall the extension, follow these steps:
- Access Settings: Navigate to the Settings section.
- Click Marketplace: Within Settings, click on the Marketplace option.
- Select Installed Extensions: Locate and select the section for installed extensions.
- Find sendSMS.ro Extension: Look for the sendSMS.ro extension.
- Uninstall: Once located, you'll see the option to uninstall the extension.
By following these steps, you can seamlessly remove the extension when needed.
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Key Features
Achieve Efficient Communication with the sendSMS.ro Extension
With the sendSMS.ro extension, you can effortlessly enhance your communication strategies:
- Individualized Messaging: Send personalized SMS to individual contacts and leads.
- Bulk Personalized SMS: Reach multiple contacts and leads with customized SMS in a single click.
- Reusable SMS Templates: Create and modify templates for consistent messaging.
These features empower you to communicate effectively and efficiently, catering to both individual and mass messaging needs.
Comprehensive SMS Management with sendSMS.ro
Empower your communication with these essential capabilities:
- Message History: Access a detailed history of each sent SMS in both Leads and Contacts modules.
- Scheduled SMS: Schedule single SMS or bulk SMS campaigns for precise delivery at predetermined dates and times.
These functionalities ensure organized messaging and enable you to plan and execute SMS campaigns effectively.
Simplified Plugin Installation for Effortless SMS Sending
Experience seamless plugin installation with just a few clicks, enabling SMS sending directly from Zoho CRM.
Custom Solutions Available
For tailored solutions, reach out to us at office@svennis.eu or call us at 0040722945189. We're here to provide specialized assistance to meet your unique requirements.
