Burst SMS Integration for Zoho CRM

Visit the Zoho Marketplace where you can find the extension Burst SMS Integration for Zoho CRM.
Install the extension.
Agree to the Terms of Service.
Click on 'Continue'.

Select the Zoho CRM users for whom the integration is to be installed.
Click on Confirm.

Select the Zoho CRM users for whom Burst SMS is to be installed

Access the settings page of the application.

Access the settings page of Burst SMS for Zoho CRM

Select the DC of the Zoho account.
Click on 'Authorize Now'.

Click on 'Accept' to complete Zoho CRM authorization.

Enter the Burst SMS API Key and API Secret.
Authorize Burst SMS.

Burst SMS has been integrated to your Zoho CRM account.

Applications

Message Contacts

Go to any Zoho CRM Lead, Contact, Deal & Account.
From the drop-down on the right, select 'Send Message - Burst SMS'.

Access Burst SMS within Zoho CRM Leads, Contacts, Deals & Accounts

From the Choose Sender drop-down, select the Burst SMS sender.

You can also include additional contacts using the 'Add Recipients' option.
Select the country code and enter the contact number.
Click on 'Add'.

Select any Zoho CRM filter to add contacts of a particular category.

Add contacts pertaining to a Zoho CRM filter

Search for any existing contact to add a specific contact.

Enter a default country code and select the condition for the application of the same.
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 a default country code and select the application for the same

Enter the message or insert a message template.
Send the message to the Zoho CRM contact using Burst SMS.

Bulk Messages

Go to the Leads, Contacts, Deals or Accounts module of Zoho CRM.
Select the required contacts.
From the drop-down on top, select 'Send Bulk Message - Burst SMS'.

Select the SMS sender to send the bulk message from.
Include multiple contacts using 'Add Recipients'.
You can add contact numbers, search for a specific contact or add contacts pertaining to a Zoho CRM filter.

Select SMS sender and add additional contacts if required

Enter the message to be sent to insert a message template.
Send the bulk message to Zoho CRM contacts using Burst SMS.

Send bulk SMS to Zoho CRM contacts through Burst SMS

Automated Messages

Go to the Zoho CRM settings page.
Select 'Workflow Rules' under automation.

Click on 'Create Rule'.

Select the module for which the workflow is to be applied.

Select the module for which the workflow is to be created

Enter the name of the workflow rule.
Click on 'Next'.

Select the conditions for the execution of the workflow.

Setup the conditions for the execution of the workflow rule

Select 'Webhook' from the Instant Actions drop-down.

In order to obtain the webhook details, go to any contact within the module for which the workflow is created.
Access the application.
Click on 'Get Workflow Code'.

Obtain the details for the setup of the webhook within the contact

Here you can obtain the required details.

View the Webhook URL and workflow code required

Enter the name of the Webhook.
Select the method as 'POST'.
Copy the Webhook URL and paste it adjacent to URL to notify.

Enter the details for the setup of the webhook

Under Body, select the Type as 'Raw'.

Select the Format as 'JSON'.

Copy the workflow code and paste it in the space provided.

Adjacent to 'to', erase the value available and enter '#'.
Select the phone field of the contact to which the message is to be sent.
Erase the value adjacent to 'recordId'.
Insert the contact id field.
Enter the default country code to be added to contact numbers that do not contain a country code.