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BulkGate SMS for Zoho CRM  

BulkGate SMS for Zoho CRM 

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BulkGate SMS integration for Zoho CRM allows you to send SMS messages to your contacts and customers. Send personalized, bulk messages or individual messages using predefined and customizable SMS templates.

Receive notifications in Zoho CRM when you receive an SMS from an existing contact or customer. Keep an SMS history for messages sent and received, directly in the leads and contacts modules of Zoho CRM.

BulkGate SMS integration for Zoho CRM allows you to send SMS messages to your contacts and customers. Send personalized, bulk messages or individual messages using predefined and customizable SMS templates.

Receive notifications in Zoho CRM when you receive an SMS from an existing contact or customer. Keep an SMS history for messages sent and received, directly in the leads and contacts modules of Zoho CRM.

Keep in touch with your customers with BulkGate SMS integration for Zoho CRM

The BulkGate SMS integration for Zoho CRM allows you to send SMS messages directly to your contacts and leads. Send personalized bulk messages or individual messages using predefined and customizable SMS templates. Get notified in Zoho CRM when you receive an SMS from a contact or lead. Maintain an SMS history for your sent and received messages directly in the leads and contacts modules of Zoho CRM.

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.

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How to install BulkGate SMS for Zoho CRM 

  • To install the BulkGate SMS 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 BulkGate SMS 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 BulkGate SMS extension, you need to configure the extension settings by entering the BulkGate SMS ID and the BulkGate Token.

In order to acces the BulkGate SMS ID and the BulkGate Token you have to login with your BulkGate account and go to the Modules & APIs menu.

After clicking the Module & APIs menu you have to select from the list AdvancedAPI

Now click on Create API

Here you can see  the BulkGate SMS ID and the BulkGate Token which helps you to configure the extension settings

On the extension settings on Zoho you will find  ‘apiname’ which needs to be copied and insert in BulkGate delivery reports.

Click on plus button and add the apiname and now the BulkGate SMS extension is installed on Zoho CRM.

The sender type is important here, by default gSystem. Mobile Connect Key can be empty if gSystem is selected. But gSystem can be deleted and you can type whatever you want from the table, you have to check your bulkgate account and check which is supported in your country.

gSystemTwo Way (The user can type back to the message). The user will see the system number. There are countries that don't support two way, you have to verify on bulkgate if your country does.

gShort: One Way (The user can’t type back). The user will see whatever number you type in the Mobile Connect Key. For example: 1234

gText: One Way. The user will see whatever text you type in the Mobile Connect Key. For example: ‘Svennis Cloud’.

gMobile: Two Way. Your personal can be connected to the BulkGate app and you will get a key which needs to be copied in the Mobile Connect Key field.

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How to manage BulkGate SMS for Zoho CRM 

After the installation BulkGate SMS 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. 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 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 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 BulkGate SMS 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 BulkGate SMS extension with the uninstall button

Key Features

  • Send and schedule bulk or individual SMS messages to contacts or leads also send SMS reminders for meetings
  • Get notified in Zoho CRM when you receive an SMS from a contact or lead
  • Create and manage SMS templates
  • All the messages you've sent and received will be stored automatically in the leads and contacts modules of Zoho CRM
  • Very easy plugin installation, with just a few clicks you can send SMS from Zoho CRM
  • For specialized solutions you can contact us at office@svennis.eu or by phone at 0040722945189

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