Direct SMS - Installation and Setup
Configuration needs to be done in two separate areas.
To install Direct SMS
- You can install the plugin
in your CRM by using the below link
Installation link - https://marketplace.zoho.com/app/crm/direct-sms-for-zoho-crm
details and press 'Continue'
Check to agree
on the “Terms of
the access” and click 'Continue to Install'.
Users/Profiles and click Confirm.
admin only - The
extension will be installed in CRM for only the users with the
Install for all users - The extension will be installed in CRM
for all the users. Users need to have a Direct SMS account to use his
Choose profiles - The extension will be installed in CRM for
all the users.
Direct SMS username and password into the field’s then click 'Save.
complete the configuration you will need Direct SMS account. If you do not have
an account, you will need to sign up at https://www.directsms.com.au/
you have a Direct SMS account already please follow below steps to get User Name
Go to Configuration> API Settings > Create a new key
are a couple of things to be aware of to create the API credentials.
The first is that the username must be all one word, all lowercase, and
alphabetical only (no numbers or special characters).
The second is that the password must be mix
numbers and letters but no special characters
Now, enter your API Credentials username and
password into the field’s then click 'Save.
Congratulations, you have successfully set up
Direct SMS for your Zoho CRM.
Direct SMS FAQ
FAQ Q1. How much is Direct SMS? Direct SMS can help increase your work productivity for $5/month Q2. What does $5/month provide me? The $5/month is the cost of covering the Direct SMS plugin operating within your Zoho CRM. This is separate from ...
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Zoho CRM 2 Direct SMS
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Direct SMS Features
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Sending SMS with Direct SMS Widget
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