For this tutorial in video form, click here In this article, we’ll explain how to automatically send SMS messages via our plugin, using deluge script. Generally you won’t want to do it this way: there’s an easier way. Here’s some sample code: To use it, we’ll head into our CRM at crm.zoho.com and make a […]
For this tutorial in video form, click here Chat bots are cool, right? We’ve had a goal of building one in Smooth Messenger so that you can create chat bots that will automatically reply to people via WhatsApp or SMS. Let’s take a look at how this one works. How It Works When we send […]
For this tutorial in video form, click here In this article, we’ll show you how to automatically send out an SMS using Smooth Messenger via Zoho Flow. There are a lot of use cases for this. For example, perhaps a lead fills out details on your website, and your website then sends a web hook […]
For this tutorial in video form, click here In this article, we’ll show you how to trigger a workflow rule when a new SMS is received. The Process In your CRM, head to Setup (the tool button in the top right). Then go to Automation > Workflow Rules. Let’s create a new workflow rule for […]
For this tutorial in video form, click here When you’re using Twilio SMS for the first time, you’ll find that if you reply to the SMS sent by Twilio SMS extension, you’ll get this annoying message, “Thanks for the message. Configure your numbers, SMS your URL to change this message. Reply help for help. Reply […]
For this tutorial in video form, click here We’re excited to announce a new feature that we’ve been working on, which is MMS and WhatsApp support for our Smooth Messenger extension. Let’s check it out. How It Works We can send a whatsapp message from the CRM and it swiftly arrives in our whatsapp account: […]
For this tutorial in video form, click here Let’s go over setting up WhatsApp. First, you need to log into your Twilio console. Under “programmable messaging” there’s a link labelled “Building with WhatsApp? Get started here”. If that option isn’t visible, you can also go to “Senders” on the bottom left before clicking on the […]
For this tutorial in video form, click here In this article, we’ll be going over the Smooth Messenger Extension for Zoho CRM. What do you get when you install this extension? You’ll see a new “Smooth Messenger” area in the leads, contacts, and deals modules. This allows you to send SMS messages, Whatsapp messages, and […]
For this tutorial in video form, click here Our goal with Smooth Messenger is to make sending SMS in Zoho CRM as easy as possible. Here’s how you can send an automated SMS from a workflow rule. It’s much simpler than the previous approach we had (you had to write deluge script). The Process To […]
For this tutorial in video form, click here Have you ever received an SMS from a company name instead of a phone number? In many countries (but not the US), you can use alphanumeric sender IDs to send SMS so that the recipients instantly know who sent it. Using Alphanumeric Sender IDs Check out this […]