# SMS Magic Interact for Zoho CRM

> **Source**: [SMS-Magic](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm)
>
> <p>This integration streamlines your communication efforts, allowing you to engage with your contacts more effectively through SMS-Magic's innovative features. Whether you're sending personalized messages, automating workflows, or tracking interactions,</p>

## Browse Collection

1. [Configuring Modules ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FmBITofFCzs-configuring-modules.md) (Article)
2. [Overview Messaging Services](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/Okz0WTkf8m8-overview-messaging-services.md) (Article)
3. [IP Whitelisting](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/DzLqto6KaLM-ip-whitelisting.md) (Article)
4. [Message Template](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/3pNcGDK9EFo-message-template.md) (Article)
5. [Overview- Set up autoresponders in Zoho](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/QpHX5tKMfng-overview-set-up-autoresponders-in-zoho.md) (Article)
6. [Adding send sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cstLhZj4L6E-adding-send-sms-button.md) (Article)
7. [Converse desk - Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/4FOPo5JS47Y-converse-desk-overview.md) (Article)
8. [Incoming messages overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FTQMLI6zogc-incoming-messages-overview.md) (Article)
9. [Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ff2RmXcCS0A-overview.md) (Article)
10. [Create a New Campaign](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/hyTJsQbesbk-create-a-new-campaign.md) (Article)
11. [Incoming Message Notification](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/C38NFh9ZrOk-incoming-message-notification.md) (Article)
12. [Url shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qwsWNqyfi88-url-shortening.md) (Article)
13. [Pre-requisites](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/JE4f9gxRubA-pre-requisites.md) (Article)
14. [Transfer SMS History from Leads to Contacts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VJbR15qiVU8-transfer-sms-history-from-leads-to-contacts.md) (Article)
15. [Manage Access](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/manage-access.md) (Article)
16. [Account Activity](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/account-activity.md) (Article)
17. [SMS History in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/uXJ9BbAZOOM-sms-history-in-zoho-crm.md) (Article)
18. [Module Lookup on SMS History](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/5LvnCzIPigs-module-lookup-on-sms-history.md) (Article)
19. [Setup Converse Desk in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/MHxMNeujOvk-setup-converse-desk-in-zoho-crm.md) (Article)
20. [Email Notification on Incoming Messages ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/NR2f7nROc8w-email-notification-on-incoming-messages.md) (Article)
21. [Manage Your Message Templates](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/pMuINfyGd9M-manage-your-message-templates.md) (Article)
22. [Send Single from Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/I03m5CddWnM-send-single-from-zoho-crm.md) (Article)
23. [Understanding the JSON Payload Configuration for Automation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/jpiRCnokU70-understanding-the-json-payload-configuration-for-automation.md) (Article)
24. [Manage Campaigns](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/tRuviPwePmo-manage-campaigns.md) (Article)
25. [Configuration - URL shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/SaB8uMqITic-configuration-url-shortening.md) (Article)
26. [Messaging dashboard](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/bcOs3EMY5ds-messaging-dashboard.md) (Article)
27. [Zoho setup-overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/v4xBnfdKomM-zoho-setup-overview.md) (Article)
28. [Coverage](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/coverage.md) (Article)
29. [Initiate a New Conversation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/gUkh4biEyL8-initiate-a-new-conversation.md) (Article)
30. [Sender ID/ Numbers Setup in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FRxeLRuUov8-sender-id-numbers-setup-in-zoho-crm.md) (Article)
31. [Adding send bulk sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/d0rIJ5xFHQY-adding-send-bulk-sms-button.md) (Article)
32. [Signup for free trial](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0J2G0J1ICsc-signup-for-free-trial.md) (Article)
33. [Create Webhooks](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VW6XpAXKtGQ-create-webhooks.md) (Article)
34. [Shortened Links](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xHBCSOzNfG8-shortened-links.md) (Article)
35. [Manage Conversations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xIHnOhlXu3g-manage-conversations.md) (Article)
36. [Deleting a Shortened URL](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/YtHcuBm9E9Y-deleting-a-shortened-url.md) (Article)
37. [Inbox](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6Jw3m028sjs-inbox.md) (Article)
38. [Associate the Webhook with the Workflow Rule](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ntQHpBOI7u0-associate-the-webhook-with-the-workflow-rule.md) (Article)
39. [Setup Outbound and Inbound Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-outbound-and-inbound-sender-ids.md) (Article)
40. [Installation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qO2HiOSNkfY-installation.md) (Article)
41. [Send Message as Campaign from Zoho ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KfBH7wC2JW4-send-message-as-campaign-from-zoho.md) (Article)
42. [Using Short links in Converse Desk](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/OaRzWo5thuM-using-short-links-in-converse-desk.md) (Article)
43. [Invite new users](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/kueBjT9QV2U-invite-new-users.md) (Article)
44. [Manage your Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0Zd2JtOcruU-manage-your-sender-ids.md) (Article)
45. [Bulk SMS to List](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6eKrX03qllg-bulk-sms-to-list.md) (Article)
46. [Sending Bulk messages from Zoho Lists](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cPGerQQWQxw-sending-bulk-messages-from-zoho-lists.md) (Article)
47. [Setup Business Hours Compliance](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-business-hours-compliance.md) (Article)
48. [Setup Consent Management
](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KL26A5kIfbw-setup-consent-management.md) (Article)
49. [Setup Multi-Channel Integrations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-multi-channel-integrations.md) (Article)
50. [Messaging Quickstarts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/m89VOpsezFY-messaging-quickstarts.md) (Article)
51. [Alert and Subscription Management](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xU2cdRS8uAQ-alert-and-subscription-management.md) (Article)

---

# ARTICLE: Invite new users

## METADATA

- id: mZe0o0RxbQHh8xuV8urPEA
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/kueBjT9QV2U-invite-new-users

- collection_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm

## CONTENT

If you want to add new users from your organization for using sms-magic, follow the below process.  

1. Login to your SMS Magic account as Admin User.
2. Go to Account Info -> User Management. Click on Invite User.
3. If you have enough Available licenses, you will be able to invite a new user. If not, kindly contact [care@screen-magic.com](mailto:care@screen-magic.com) to purchase more user licenses.
4. Add the email address of users you wish to invite one by one
5. The count of Available Licenses will keep on updating as you add users
6. Click on Invite. All the users invited will be by default Standard Users.
7. An Invitation email with Subject “You’re invited to join SMS-Magic” will be sent to the entered email addresses
8. You can keep track of the invite status in the User Details table.

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Follow the below steps to Join SMS-Magic on receiving an Invitation –

1. Click on the Join SMS-Magic link in the Invitation Email.
2. Fill in the details and Click on Register.
3. Once registered, Click on Login, and it will take you to Sign In page of SMS-Magic.
4. Sign In using Zoho CRM Single Sign On and start using SMS-Magic Web Portal services.
5. Go to Account Info and check if the Account ID is the same as the Account ID for the SMS-Magic account of your business.

**Note:**
The Account ID should be the same after user addition. If there is a different Account ID in place the user was not added to the existing Account. Reach out to [care@screen-magic.com](mailto:care@screen-magic.com) if a new SMS-Magic account gets created.

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### **Request Access to SMS-Magic Account**

A Zoho CRM user of your organization can request access to SMS-Magic Account. When this Zoho CRM user logs in to SMS-Magic account using Zoho CRM SSO, if they are already not assigned a Portal License, then they can raise a request to get the license and access the SMS-Magic account. SMS-Magic Admin User can approve this request by assigning a Portal license to this user.

*[Image]*