Twilio SMS for Zoho CRM

April 12, 2024

By integrating Twilio SMS with Zoho CRM, you will benefit from the following:

Twilio SMS for Zoho CRM extension enables SMS/MMS communication within Zoho CRM modules.

1. Inbound / Outbound SMS Support.

    Send and Receive SMS within Zoho CRM

2. Bulk SMS Support for Zoho CRM default and custom modules.

    Send hundreds of SMS in one click.

3. Templated SMS Support.

     Save unlimited SMS templates with Zoho CRM fields.

4. Automated SMS on any Zoho CRM workflow rules.

     Add webhook functions and automate the SMS.

5. Customized messages.

    Send customized SMS with a single click.

6. Instant Notifications within Zoho CRM.

    Get notified instantly on inbound messages.

7. 1-click install, no developer needed.

     Easy installation process.

Install Twilio SMS Extension for Zoho CRM from the link, Install Now

https://marketplace.zoho.com/app/crm/twiliosmszohocrm

Step 1

Authorize Twilio and Zoho CRM Extensions :

1. Install the plugin from Zoho CRM Marketplace listings

2. Authorize both Zoho CRM and Twilio Services.
Step 2

Send Twilio SMS within Zoho CRM Modules :

1. Click on the Send SMS -Twilio, this will redirect to Send SMS form
Step 3

Twilio Send SMS window with simple text elements :

1. Phone numbers pre-filled popup will be open.

2. Enter your message and click Send button.

Step 4

How to Send Twilio SMS from Zoho CRM Modules :

1. Send SMS -Twilio button will be actionable in List View Page/Detail View Page and Record View Page in all Leads/Accounts/Deals/Contacts module
All set go , Explore Twilio SMS for Zoho CRM Integration and contact us For any support help@oapps.xyz
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