📨 Zoho messaging
Installation & Setup
This integration lets you send SMS messages to contacts and leads stored in your Zoho CRM system.
What You Will Need
- An Infobip account. If you do not have one you can create one.
- An SMS sender. To get a dedicated sender, follow these steps.
Installation & Setup
To get and install Infobip Messaging, go to the Zoho Marketplace.
After installing the app, and once you have an Infobip account, you will be prompted to insert an API key that will connect your Infobip and Zoho accounts. See below for how to create an API key. After connecting the two accounts you can start using the app.
How to create an API key
- Log into Infobip with your account credentials.
- Click Manage API Keys.
- Click the New API Key button.
- Give the new key a descriptive name and then:
- Specify an expiration date
- List the IP addresses allowed to use the key
- Check the Public API check box
- Click Submit.
The page refreshes and displays your new key at the top of the list of any other keys that are associated with your account. Click the Copy button to copy the key to your clipboard.
How to Send Messages to Zoho Contacts and Leads
The Infobip Messaging app supports sending message to single or multiple contacts or leads in your Zoho CRM system.
Send a message to a single contact or lead
- Within Zoho, go to the Contact or Lead entity at the top bar.
- Select a customer and open the profile to which you want to send a message.
- Click on the Infobip SMS button at the top bar. An SMS form should display. (See sample below.)
- Select the sender you want to use.
- Enter the message content.
- Click the Send SMS button. You should see a note that the SMS was sent succesfully.
If you want, you can personalize messages with customer data.
Send a message to multiple contacts or leads (bulk message)
- Within Zoho, go to the Contact or Lead entity at the top bar.
- Select the customers to whom you want to send a message.
- Click on the Infobip SMS button at the top bar. An SMS form should display. (See sample below.)
- Select the sender you want to use.
- Enter the message content.
- Click on the Send SMS button. You should get a note that SMS was sent succesfully.
Message Reports
If you want to check status of messages that were sent to Contacts or Leads, click on SMS Log in the top bar of Zoho CRM. You will see all the records from messages that were sent and status if the message was delivered or not.
If you have any questions or issues with the app, please contact support@infobip.com.