For this tutorial in video form, click here Wouldn’t it be great to have Twilio messages sent right to your own phone? In this article, we’ll show you how to set up Twilio to automatically forward messages that are sent to your Twilio number. The Process First, head over to the phone number section of […]
For this tutorial in video form, click here In this article, we’ll show you how to deactivate certain Twilio numbers in your CRM so that they aren’t used. The Process First, head over to Twilio From Numbers. You’ll get a list of your numbers like this: Now, click on the one you don’t want to […]
If you’d like this tutorial in video form, click here In this article, we’ll show you how to send out an SMS when you get a missed call from an existing contact. This assumes you have a telephony system integrated with Zoho CRM which will create call records for missed calls. Let’s take a look […]
Let’s talk about the do’s and don’ts of SMS in Zoho CRM. I’ve got a number of areas I’d like to give you some tips on. Let’s go through each of them in short and we’ll talk about what to do and what not to do. Length of Message SMS stands for short message service. […]
For this tutorial in video form, click here. In this article, we’ll show you how to make a Zoho creator form that will update a lead in the CRM. Plus, we’ll be going over URL parameters in Zoho Creator forms which will allow you to send out an SMS link for your prospects and customers […]
Blueprints are one of our favorite features in Zoho CRM. They make the process of fulfilling each customer’s order easy. One powerful aspect of blueprints that we love is the ability to send notifications when a certain blueprint transition occurs. A good example of where this could be useful is in the case of an […]
For this tutorial, let’s imagine that you’ve got another system integrated with your CRM, and you want to send out SMS from that system. That system has knowledge about CRM records. For example, It knows about the IDs of leads. An example of this is an organization that has set up an external ERP system […]
Have you ever forgotten when a doctor’s appointment was, only to get a text about it the day before? Text messages are really convenient reminder tools in the digital age. Customers appreciate when businesses make the effort to give them SMS reminders about their services. You’ll probably find the same thing for your organization. Whether […]
In this article, we’ll be showing you how to use a nested lookup field inside an SMS template. For the purposes of this tutorial, let’s say we’re in a deal and we want to a field from the contact, rather than the deal. In order to do that, go to your CRM overview and select […]