BulkGate SMS for Zoho CRM
Svennis helps you send SMS messages within Zoho CRM
About our IntegrationBulkGate SMS for Zoho CRM
- Expand Your Reach: BulkGate SMS Integration for Zoho CRM Enables Contact and Customer Messaging
- Streamlined Messaging: Bulk and Individual SMS with Svennis & Zoho CRM Templates
- Stay Updated: Get SMS Notifications in Zoho CRM for Messages from Contacts and Leads
- Track Communication: View SMS History in Zoho CRM's Leads and Contacts Modules
Keep in touch with your customers with BulkGate SMS integration for Zoho CRM
- Send SMS messages directly to contacts and leads.
- Personalize bulk or individual messages using customizable templates.
- Receive Zoho CRM notifications for incoming messages.
- Keep track of SMS history within Zoho CRM's leads and contacts modules.
Leads Module
- Edit the message
- Choose a template
- Select a phone number
- Utilize the scheduler for future sending.
- Template or Message: Select a template or create your message.
- Message Box Rule: Ensure the message box isn't empty.
- Scheduling Option: If you check the 'Schedule' box, the message will be sent at your chosen time.
Contacts module
Sending SMS from Contacts Module
Similar to the Leads module, the Contacts module features a 'Send SMS' button. Upon clicking, the Send SMS window opens, providing options to:
- Edit the message
- Choose a template
- Select a phone number
- Utilize the scheduler for sending at a specified date/time
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.
- Agree to Terms: Begin by ensuring you've read and agreed to the terms of service.
- Authorize Data Access: Grant permission for the extension to access and process data.
- Click Continue: Once you've agreed and authorized, proceed by clicking the 'Continue' button.
- Administrator Access: If the extension is exclusively for administrators, they'll have access to all functionalities.
- All Users Access: Grant access to all users, enabling them to utilize extension features.
- Selective Access: Depending on user profiles in your Zoho CRM organization, you can provide access to specific users as required.
- Configure Extension Settings: Access the extension settings section.
- Enter BulkGate SMS ID: Input your BulkGate SMS ID.
- Enter BulkGate Token: Provide your BulkGate Token.
Accessing BulkGate SMS ID and Token
- Login to BulkGate: Log in to your BulkGate account.
- Navigate to Modules & APIs: Go to the "Modules & APIs" menu.
- Login to BulkGate: Log in to your BulkGate account.
- Navigate to Modules & APIs: Click on the "Modules & APIs" menu.
- Select AdvancedAPI: From the list of options, choose "AdvancedAPI."
- Click on Create API: This step allows you to generate an API.
- Copy 'apiname': Copy the provided 'apiname' from the extension settings in Zoho.
- Insert in BulkGate: Navigate to BulkGate delivery reports and insert the copied 'apiname' where required.
- Click on Plus Button: Select the plus button to add the 'apiname.'
- Insert 'apiname': Enter the copied 'apiname' in the specified field.
- Extension Installed: With this action, the BulkGate SMS extension is successfully installed on Zoho CRM.
- gSystem: Default sender type, supports two-way communication. Mobile Connect Key can remain empty.
- Customization: You can delete gSystem and input your preferred sender type from the provided table.
- Country Compatibility: To ensure compatibility, verify sender types supported in your country on your BulkGate account.
- gSystem (Two Way): Enables two-way communication, allowing users to respond to messages. Users will see the system number. Verify country support on BulkGate.
- gShort (One Way): Provides one-way communication where users can't reply. Users see the number specified in the Mobile Connect Key (e.g., 1234).
- gText (One Way): Offers one-way communication where users see the text specified in the Mobile Connect Key (e.g., 'Svennis Cloud').
- gMobile (Two Way): Facilitates two-way communication. Your personal number connects to the BulkGate app, and you receive a key to be inserted into the Mobile Connect Key field.
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- SMS Template Module: Pre-loaded with three default message templates. Customization is possible with the ability to add and edit templates.
- SMS Communication Module: Offers a comprehensive view of message history, encompassing both sent and received messages.
- Event Reminder Template
- Contacts Template
- Leads Template
- Full Activity Overview: View a detailed history of your message interactions.
- Rich Information: Access extensive details about each contact's messages.
Leads module
- Send SMS Button: Located here, it leads to the message-sending window.
- Message Composition: Edit your message content.
- Template Selection: Choose a template if desired.
- Recipient Number: Specify the intended recipient's number.
- Template Selection: Choose the desired template.
- Phone Number Entry: Specify the recipient's phone number.
- Message Composition: Compose your message, using placeholders if needed.
- Initial Credit Display: Initially indicates 0 credits.
- Credit Update on Sending: After sending, the credit balance updates to show the current amount.
- Choose "Scheduled On": Select this option.
- Set Date and Time: Specify when you want the message to be sent.
- Hover Action: Hover over each lead to reveal the "SendSMS" button.
- Bulk Messaging: Select multiple leads you wish to message.
- Send Bulk SMS: Click the "Send Bulk SMS" option to initiate messaging.
Contacts module
- Template Selection: Choose the preferred template.
- Phone Number Entry: Specify the recipient's phone number.
- Message Composition: Compose your message, with placeholders if needed.
- Scheduler Option: If selected, set the date and time for sending.
- Initial Credit Display: Initially shows 0 credits.
- Credit Update on Send: After sending, the credit balance refreshes to display the current amount.
- Choose "Scheduled On": Select this option.
- Set Date and Time: Specify your desired sending date and time.
- Hover Action: Hover over each contact to reveal the "SendSMS" button.
- Bulk Messaging: Select multiple contacts you wish to message.
- Send Bulk SMS: Click the "Send Bulk SMS" option to initiate bulk messaging.
- Access Settings: Go to the Settings section.
- Click on Marketplace: Navigate to the Marketplace option.
- Select Installed Extensions: Choose the category of installed extensions.
- Locate BulkGate SMS Extension: Find the BulkGate SMS extension.
- Uninstall: Within the extension details, you'll find the option to uninstall it.
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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