Using Direct SMS
How to create Direct SMS Template
Step 1: Go to Template Settings in your CRM Step 2: Click on ‘Create SMS Template’ Step 3: Click into Generate Custom SMS body. Step 4: Write the Template Name Step 5: Select the Module Step 6: Write the SMS body and Save it. You can merge the ...
Direct SMS Features
5. Direct SMS Features 5.1 SMS Templates 5.1.1 SMS Templates Go to SMS Templates to view your existing templates and to add new templates. You can see the list of all the templates available, you can click on them and edit accordingly. Warning: ...
Sending SMS with Direct SMS Widget
4. Sending SMS with Direct SMS Widget With our ever improving Direct SMS application we have introduced the Widget feature into Zoho CRM. Now it is even easier to send SMS than ever before. 4.1 How to send SMS using the Widget The Modules ...
Automation
3. SMS Automation You can trigger a custom SMS using webhooks from your ZOHO CRM. In this webhook you will set what module the SMS is related to and what template you want to be sent out. After these webhooks are created workflow rules will be able ...