Sending SMS From Other Systems Connected to Your Zoho CRM account

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 integrated with its Zoho CRM. Maybe they want to be able to send out an SMS from there.

In order to do this, you will use a URL and pass the payload as per the example below:

URL: https://www.zohoapis.com/crm/v2/functions/twiliosmsextension0.twiliosms/actions/execute?auth_type=apikey&zapikey=YOUR_API_KEY_GOES_HERE

Payload:

{
	"From": "+61429357123",
	"To": "+61414123456",
	"Message": "Testing from another serviceabc for youtube",
	"To_Name": "Jeremy",
	"Entity_Type": "Lead",
	"Entity_Id": 803228000037394966
}

You’ll need to enter appropriate values of From/To/Message etc.

The URL

You’ll note I boldedYOUR_API_KEY_GOES_HERE above. How do you get the Z API key?

Head over to your CRM, and open Setup > Developer Space > Functions. Create a new stand-alone function and go to REST API.

Once you do that, a box will appear with a link to copy. The link will include a z_api_key which you can slot into the URL above.

We hope this helps you integrate SMS with other systems in your CRM!

For this tutorial in video form, click here