Twilio SMS & Zoho CRM Extension Installation & Authorization
Step 1: Go to
Zoho marketplace and install the extension following the below steps.
Step 2: Select the checkbox to agree to the terms and conditions and click
Continue.
Step 3: Choose the profiles to whom you want to install the application in Zoho CRM and click
Continue.
Step 4: Now extension is successfully installed.
Step 5: Step 5: To authorize this extension, click the
edit icon in the extension settings and enter the following details: Select your region, and fill in the values for the Twilio Account SID and Twilio Auth Token.
(
Choose Region,
Twilio Account SID,
Twilio Auth Token).
Step 6: First, login your Twilio account and go to the Twilio dashboard as mentioned in the screenshot below.
Twilio Dashboard
Step 7:If the sender number is not purchased, you need to buy a number from "Buy a number" button as mentioned in this screenshot.
Click here to find this page location.
If you haven't found the details above, please refer to this documentation. https://www.twilio.com/blog/better-twilio-authentication-csharp-twilio-api-keys
Step 8: Fill in all the details in the extension setting fields.
Step 9: Navigate to your "Leads" module and open any lead. Within the lead, click on the "
Send SMS" option. Upon clicking, a popup window will appear, enabling you to select an SMS template from the dropdown list. Once you've chosen the template, the message will be automatically typed in the text box.
Easy to add new predefined messages from the Template module, as mentioned in Step 11.
In case the SMS template is not visible, please click on the refresh icon to retrieve all SMS templates.
Step 10: If you want to send a message to a secondary number, click on the "Change" button. In the provided box, you can customize the number and send the SMS. If you click on the "Reset" button, it will revert back, as shown in
Step 9 screen.
Note: type secondary number along with country code without (+) sign.
Step 11: Add dynamic predefined SMS messages from the SMS Template module.
Country Name |
Region Code |
India |
IN |
United States |
US |
Canada |
CA |
United Kingdom |
GB |
Australia |
AU |
Germany |
DE |
France |
FR |