SMS Magic Interact for Zoho CRM

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SMS Magic Interact for Zoho CRM

This integration streamlines your communication efforts, allowing you to engage w... Read more

Overview

Overview

Installation & Setup

Pre-requisites
Zoho setup-overview
Signup for free trial
Installation
Invite new users

Basic Setups

Configuring Modules
Module Lookup on SMS History
Setup Converse Desk in Zoho CRM

Messaging Services

Overview Messaging Services
Coverage
Sender ID/ Numbers Setup in Zoho CRM
Setup Outbound and Inbound Sender IDs
Manage your Sender IDs
Setup Business Hours Compliance
Setup Consent Management
Setup Multi-Channel Integrations
Messaging Quickstarts

Send/Receive Messages

Adding send sms button
Send Single from Zoho CRM
Adding send bulk sms button
Send Message as Campaign from Zoho
Bulk SMS to List
Sending Bulk messages from Zoho Lists

Message Templates

Message Template
Manage Your Message Templates

Conversations

Converse desk - Overview
Initiate a New Conversation
Manage Conversations
Inbox
Using Short links in Converse Desk

Campaigns

Create a New Campaign
Manage Campaigns

Reports & Analytics

SMS History in Zoho CRM
Messaging dashboard
Alert and Subscription Management

Automation

Overview- Set up autoresponders in Zoho
Transfer SMS History from Leads to Contacts
Understanding the JSON Payload Configuration for Automation
Create Webhooks
Associate the Webhook with the Workflow Rule

URL Shortening & Tracking

Url shortening
Configuration - URL shortening
Shortened Links
Deleting a Shortened URL

Incoming SMS Notifications

Incoming Message Notification
Incoming messages overview
Email Notification on Incoming Messages

Security

IP Whitelisting

Troubleshooting

Manage Access
Account Activity

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