Any SMS for Freshsales Suite

Step 1:

Install AppCursor Chrome Extension

Step 2:

Authorize Freshsales & SMS Providers

Step 3:

After the authentication as mentioned above, you can view the icons of the integrated SMS providers in Freshsales.

Final Step:

View the documentation given below for the complete details of the extension.

Features

Integrate and switch between multiple messaging services within Freshsales
Send messages to Freshsales contacts
Send messages to multiple contacts at a time
Receive incoming messages sent by contacts into Freshsales
Create message templates to send pre-defined messages
View the history and details of messages sent and received within the respective contact
Access the chats held with the contact using Chat View
Use the inbox containing all the conversations held using the messaging service
Receive real-time notifications for incoming messages
Send messages by creating workflows in Freshsales Suite
Messaging service user management for Freshsales Suite admin
Access the application in a separate tab for your desired SMS provider
Access the analytics of the usage of the application for each SMS provider

Pre-requisites

Must be a Freshsales Suite user.
Must have an account with the desired SMS providers.

Installation

Install the AppCursor Chrome extension.
Visit the Ulgebra Apps Marketplace for Freshsales Suite.
Under Any SMS, click on 'Install Any SMS for Freshworks CRM'.
Install the Any SMS integration.

Install Any SMS for Freshsales Suite from the Ulgebra Apps Marketplace

Select your desired SMS provider.

Select your preferred messaging service to proceed to authorization

Enter the Freshsales Suite domain.
Click on your Freshsales profile and select 'Settings'.
Click on 'API Settings'.
Here you can find the Freshsales Suite API Key.

Enter the Freshsales Suite API Key.
Authorize Freshsales account.

Authorize Freshsales Suite using the Freshsales credentials

Enter the required credentials of the selected messaging service.
Authorize the account with the SMS provider.

Enter the credentials and authorize the required messaging service

Any SMS has been integrated with Freshsales.

Applications

Messages to contacts

Go to any Freshsales Suite contact.
Click on the Ulgebra icon.
Select the message provider using which you wish to send messages.

Select the SMS provider within the Freshsales Suite contact

Select your message sender from the Choose Sender drop-down.

Select the message sent to send message to the Freshsales contact

You can include additional contacts using the 'Add Recipients' option.
In order to add any contact number, select the country code and enter the contact number.
Click on 'Add'.

Enter the contact number to add multiple contacts

Select any Freshsales Suite filter to add all contacts pertaining to a filter.

Select any Freshsales filter to add a set of Freshsales Suite contact

You can also search for a particular contact and add the contact.

Search for any contact and add the Freshsales contact

Enter a default country code.
Select the settings for the application of the country code.
The settings available for default country code are as follows:

do not add country code

The default country code can be ignored using this option and can be used if all the contacts in your CRM contain a country code.

add for all phone numbers

In case the contact numbers in your CRM do not contain a country code, you can use this option to add the country code to all the phone numbers.

add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

Enter the default country code and settings for the same

Enter the message or insert a message template.
Insert placeholders and emojis if required.
Send the message to Freshsales Suite contact using your desired SMS provider.

Send the message to the Freshsales Suite contact

Message History

View the history of incoming and outgoing messages within each contact.
Access the Notes section.
Here you can view the details of all the messages.

View the history of messages sent and received using each SMS provider within the respective Freshsales Suite contact under Notes

Send Messages from List view

Select the required contacts.
Click on the Ulgebra icon.
Select the SMS provider.

Click on the 'Choose Sender' drop-down and select the Sender.
In order to add additional contacts, click on 'Add Recipients'.
Enter the contact number.
Click on 'Add'.
Select any Freshsales filter to add contacts.
Search for any contact to add a particular contact.

Select the message sender and add additional contacts if required

Enter the message or insert a template.
Insert emojis or placeholders.
Send the message to required contacts.

Contact Chats

Access Chat View.

Access the history of conversations held with any contact using Chat View

You can now view the previous chats held with the contact.

View the chats held with the Freshsales contact

Chat Inbox

Access Conversations View.

Access Conversations View to view the inbox containing all chats

Here you can view all the conversations held using the particular sender.
Select any conversation to view the chats held with the respective contact.
Send messages from the conversation view.
You can also view the read receipts for the messages sent.

Select any conversation to view the chat history with the contact

Select the Sender to view all conversations held with a particular sender.

Select any message sender to view conversations held using a particular sender

Search for any contact number to view a specific conversation.

Search for any contact number to view a particular conversation

Real-time Notifications

View the number of latest incoming messages at the bell icon within the application.
Click on the bell icon to view the notifications.
View the unread and read messages which are differentiated for ease.

You can access the respective contact and the chats held with the contact in a new tab from each notification.

Access the contact and chat associated with any notification in a new tab

Also, view the complete chat within the application from each notification.

View the chat with the contact in Freshsales

Send Messages using workflows

Click on the Settings icon from the panel on the left.
Select 'Manage Workflows'.

Click on Create Workflow.

Enter the name of the workflow.
Select the Freshsales Suite module to apply the workflow to.
Select the trigger for the workflow.

Select the module and trigger for the workflow

Setup the conditions for the workflow.
Select the action 'Trigger Webhook'.

Select the conditions and action for the workflow

In order to find the details for the setup of the webhook, go to any contact.
Access the required SMS provider.
Select the message sender, enter the message and click on 'Get Workflow Code'.

Get the details of the webhook setup from the Freshsales contact

You can now view all the details to setup the webhook.

Select the request method as POST.
Copy the Webhook URL and enter it under callback URL.
Select the encoding format as JSON.
Select 'Compose request body' as Advanced.
Copy the workflow code and paste it under 'Content'.

Setup the webhook and enter the workflow code

Erase the to number.
Click on 'Insert placeholder'.
Select the recipient phone field to send the messages.

Insert the placeholders for required fields

Erase the value adjacent to recordId.
Insert the contact Id field.
Save the webhook.

Enable the workflow.

Switch SMS Provider

Access the application within Freshsales.
Click on 'Use Other Providers'.

Select the messaging service using which you wish to send the message.

Extension Settings

Click on your profile within the application.

You can now view the extension settings page.

Manage Users of Messaging Service

Select Manage App Users.

You can now view the list of Freshsales users.
The admin can now permit users to use their account for the selected SMS provider.
Click on Add to enable the feature for users.
Click on Remove to disable the feature.
The admin can also Add all or Remove all users.