MSG91 SMS

for Zendesk Sell

About

Zendesk provides software-as-a-service product related to customer support, sales, and other customer communications. Zendesk helps in improving Customer relationships with more powerful and flexible software. It supports in meeting the needs of any business. MSG91 is a cloud communication platform which offers messaging services to enhance the business communications. Hence, MSG91 SMS for Zendesk Sell has been developed to make digital communication easier and faster without any interruption and delay.

Pre - requisites for app installation

Should have Zendesk account
Should have MSG91 account

Features

Send Single SMS
Send Bulk SMS
Send SMS to Zendesk Contacts, Leads and Deals
Send instant messages using MSG91 iframe
View history of messages inside Zendesk

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Application Installation

Step 1: Go to Zendesk Marketplace and search for the application MSG91 SMS for Zendesk Sell. Click Install to install the application.

Step 2: You will be re-directed to Zendesk settings page. Enter your MSG91 credentials to integrate your MSG91 account with Zendesk.

Step 3: Get your MSG91 API key from your MSG91 account dashboard. You will be able to get your API key from the SMS API section.

Step 4: Get your MSG91 Sender ID from your MSG91 account. You will be able to get your Sender ID from the One API section.

Step 5: Enter all the correct credentials in the settings page and click Install to install the app.

This is the installation of the extension MSG91 SMS for Zendesk Sell.

Application Working

1) Send Single SMS to Zendesk Leads

Go to any of the Zendesk lead to whom you want to send SMS. Click the Send SMS option which is found under the MSG91 SMS at the bottom right corner. Enter all the necessary details and click Send. The history of messages can be viewed as notes inside particular Zendesk lead.

2) Send Single SMS to Zendesk Contacts

Step 1: Go to any of the Zendesk contact to whom you want to send SMS. Click the Send SMS option which is found under the MSG91 SMS at the bottom right corner. Enter all the necessary details like mobile field, text message. You can also insert contact fields if needed.

Step 2: Click Send for sending the SMS. The message history will be saved as notes inside particular Zendesk contact.

3) Send Single SMS to Zendesk Deals

Go to any of the Zendesk deal to whom you want to send SMS. Click the Send SMS option which is found under the MSG91 SMS at the bottom right corner. Enter all the necessary details and click Send. The history of messages can be viewed as notes inside particular Zendesk deal.

4) Adding a number to send MSG91 SMS to clients

To send SMS to a client who is not found as a Zendesk lead or contact or deal can be contacted by adding the number from the MSG91 iframe at the top right corner. Click Add number option and enter the contact number of the person and the text message you want to send. Enter all the necessary details and click Send for sending the message.

5) Send Bulk SMS to Zendesk leads, contacts or deals

Step 1: Go to any of the Zendesk lead, contact or deal and click Send Bulk SMS option found under the MSG91 SMS at the bottom right corner. Select the number of contacts, leads or deals to whom you want to send bulk SMS and click Add BulkList.

Step 2: Enter the text message you want to send and insert fields if needed. Click Send to send the bulk message to clients.

How to send instant messages to Zendesk clients from dashboard?

You can send instant SMS to any of the Zendesk clients from the Zendesk dashboard. Click the MSG91 SMS iframe found at the top right corner. Select the Zendesk module (Lead, Contact or Deal) to whom you want to send SMS. You can also add number by clicking Add number option. Select the clients to whom you want to send text message and click Add BulkList. Click Send for sending the message.

This is the installation and working of the application, MSG91 SMS for Zendesk Sell. Thus, communication is not interrupted between the company and the client and enhances faster and efficient communication.

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