sendSMS.ro for Zoho CRM
sendSMS.ro for Zoho CRM
Expand ZOHO CRM capabilities with sendSMS.ro for Zoho CRM
functionality
Expand ZOHO CRM capabilities with sendSMS.ro for Zoho CRM functionality
Send personalized, bulk messages or messages The integration between Zoho CRM and sendSMS.ro by Svennis Cloud Solutions allows you to send SMS directly to your Contacts and Leads. You can also send custom SMS or schedule SMS to be sent at a specific date and time.
Leads Module
On the Leads module we have the button Send SMS which opens up the Send SMS window where you can edit the message, select a template for the message, select de phone number and a scheduler which helps you to send the message at a certain date/time.
Send SMS button brings you here. Now you need to select a template or type the message but the message box can’t be empty. If we check the box with Schedule the message will be sent at the when we choose.
Contacts Module
Same as on Leads module on Contacts we have the button Send SMS which opens up the Send SMS window where you can edit the message, select a template for the message, select de phone number and a scheduler which helps you to send the message at a certain date/time.
Send SMS button brings you here. Now you need to select a template or type the message but the message box can’t be empty. If we check the box with Schedule the message will be sent at the when we choose.
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.
*No card required and nothing to install
Zoho One platform contains +45 applications for managing a company including Zoho CRM ULTIMATE. You can test Zoho CRM within the Zoho One platform.
*No card required and nothing to install
How to install sendSMS.ro for Zoho CRM
How to install sendSMS.ro for Zoho CRM
- To install the sendSMS.ro extension for Zoho CRM we need to ensure that we have agreed to the terms of service and that we authorize the extension to access and process the data and click Continue.
- Now we need to choose user/profiles, here we can select to whom we want to give access to sendSMS.ro features. If it is installed only for administrators they will be the only ones who will have access to all the functionalities of the extension, but you can decide to give access to all users or only to certain users depending on their profiles on the organization in Zoho CRM.
The extension has been successfully installed, but in order to use the features of the sendSMS.ro extension, you need to configure the extension settings by entering the username and the password.
In order to make this plugin functional you need to create an account on sendSMS.ro, after login you have to go on the Account menu on API Keys
On your API Keys you have to click Generate a new API Key
Here you have to select Zoho CRM for API Key Type
Here you have the usename and the password for installing the extension
The extension is now ready to use
Need help?
How to manage sendSMS.ro for Zoho CRM
How to manage sendSMS.ro for Zoho CRM
After the installation sendSMS.ro extension added SMS Template module which contains templates for messages by default there are three but you can add and edit new templates, SMS Communication module here you can view the history of sent or received messages.
SMS Template module has by default three templates, one for event reminder, a template for contacts and a template for leads, in this module you can add or edit new templates
On the SMS Communication module you can view the entire message activity and you can see a lot of informtion about each contacts messages
Leads Module
On leads module we have a Send SMS button that sends us to send message window where we can edit the message, template and number to whom we want to send the message
Here we have the Send SMS window, we can select the template to use, the phone number and the message which can be completed with placeholders and the scheduler which if is selected you can choose at which date/time you want to send the message. At first it will show that you have 0 credit but after pressing send the credit will update and it will show you the current credit.
We have the option to schedule a message just by selecting the Scheduled on and selecting the date and the time when we want to send the message
On leads module, if we select list view a SendSMS button appear on hover for each lead. If you want to send message to more than one lead you can select the leads you want to send message and click on the Send Bulk SMS
Contacts Module
As on the leads module on the contacts module we have the same button on the top-right corner, Send SMS which will bring us to Send SMS window aswell
Here we have the Send SMS window, we can select the template to use, the phone number and the message which can be completed with placeholders and the scheduler which if isselected you can choose at which date/time you want to send the message. At first it will show that you have 0 credit but after pressing send the credit will update and it will show you the current credit.
We have the option to schedule a message just by selecting the Scheduled on and selecting the date and the time when we want to send the message
On contacts module, if we select list view a SendSMS button appear on hover for each contact. If you want to send message to more than one contact you can select the contacts you want to send message and click on the Send Bulk SMS
How to uninstall sendSMS.ro for Zoho CRM
How to uninstall sendSMS.ro for Zoho CRM
If you want to unninstall the extension you have to go to the Settings, click on Marketplace and select All extensions that are already installed, there you can see sendSMS.ro extension with the uninstall button
Key Features
- Send individually personalised SMS to contacts/leads
- Send bulk personalised SMS to multiple contacts/leads in one click
- Create and edit reusable SMS templates
- History for each SMS sent in Leads and Contacts
- You can schedule an SMS or Bulk SMS campaign to be sent at a certain date and time
- Very easy plugin installation, with just a few clicks you can send SMS from Zoho CRM
- Send SMS reminders to meeting participants
- Ability to send SMS with Short URLs
