Karix integration for Zoho CRM

Step 2: Select the check box by agreeing to the terms and conditions and click Continue.

Step 3: Choose the profiles to whom you want to install the application in Zoho CRM and click Continue.

Step 4: Now your extension is successfully installed.

Authorization

Step 1: To authorize the extension go to your "Leads" Module and open any of the leads. Inside your Lead click on the "Send Message - Karix" Option.

Step 2:  You have to Sign in to Ulgebra to proceed further. You can either use the "Sign in with email" option or else you can use the  "Sign in with Google" option. 

Note: The sign-in mail doesn't have to be your karix login mail.  You can use your Zoho CRM mail for signing in.

Step 3:  Initially you have to authorize your Zoho CRM. Click on "Authorize Now" option.

Step 4: Now you have to authorize your Karix account by entering your Karix credentials. You have to enter your Karix API key and to configure the WhatsApp channel enter your Karix API domain which will be auto-filled in the provided space. Enter WhatsApp WABA Id. And then click "Authorize Now".

Note: In case if you are an UAE user you have to remove the pre-filled Karix API domain and replace it with the value provided.

Now you have sucessfully authorized your Zoho CRM and Karix account.

Step 2: 

• Select your Sender channel whether it is SMS or WhatsApp.

• Enter your Sender Id at the provided space.

• Enter the display name of your Sender Id.

• Set the visibility of your Sender Id whether you are creating for all your users or you are creating this for your own.

• After entering all the details click the "Save Sender"

Now you can able to view the additional sender you have added. You can able to send messages to your customers using both the sender Id.

Now the configuration of extension is successfully done and you are all set to send messages using the Karix extension.

Step 2: 

• Select your Karix Sender Id.

• The values in your both phone field and mobile field will be automatically fetched in the Pop-up. You can select the option to which number you wish to send messages by clicking on the respective phone number field.

• Enter your default country code value. Which will be used for sending messages to numbers that don't have any country code in them.

• For initiating WhatsApp and SMS conversations you are only allowed to send Karix-approved Templates to your customers.

• After entering Message click "Send".

Step 3: You will be notified once your Message is successfully sent to your customers.

Step 4: Under the Karix History option inside your Lead you can able to view the History of messages you have sent and received to that particular lead.

Note: Same as Leads you can also send messages from the Contacts, Deals and Accounts Module.

Send Bulk Messages

Step 1: To send Bulk messages go to the Leads list view and select one or more leads to whom you want to send bulk messages. After selecting the leads click the "Send Bulk Message - Karix" option.

Step 2: Select your Sender Id.

i)Configure your Mobile number field, to which phone number field you wish to send messages. 

ii)Configure your default country code option. You have multiple options for configuring the country code.

• Do not add Country code - If you have a country code for all your existing records in your CRM, you can select the ignore option.

• Add for all phone numbers - If all your existing records in your CRM doesn't have any country code you can select this option which will country code for all your numbers.

• Add if phone number starts with 0 - In case you have phone numbers in your existing records was saved with 0 (usually applies for abroad numbers) you can select this option.

• Add if phone number does not start with country code - In case some of your records in CRM doesn't have any country code in it you can select this option which will add country code only for the numbers which doesn't have a country code in it and ignore the ones which already have country code in it.

iii)Enter your Message and then click "Send SMS".

Step 2:

• After selecting the lists, enter the message you wish to send to your customers. You can either type your personalized message or else you can use the template message. You can also insert emoji's of your choice in your message.

• After entering the message click "Send SMS".

Note: Same as Leads you can able to send Bulk messages from the Contacts, Deals and Accounts Module. You can send message to specified list for other modules as well.

How to create template Messages?

Step 1: To create templates go to your Leads module and open any of your Zoho CRM lead. And then click the "Send Message - karix" option.

Step 2: Click on the "Insert Template" option.

Step 3: Select the "Add New Template" option for creating new templates.

Step 4:  Enter the name for your Karix template and enter the message which you wish to save as template Messages. You can also insert the User's field and the Lead's field for sending personalized messages. You can also copy and paste the content of your Karix-approved templates and save it inside your Zoho CRM.

Step 5:  After entering the Message you have to set the visibility of your Template. You can either make the template visible for all users in your Zoho CRM or else you can create the template for your own without sharing it with other users.

Step 6: Click on the "Save Template" option

Step 7: Once you have successfully created your template you can able to view them under the drop-down which can be used for sending it to your customers.

Step 2:Copy either the WhatsApp text template paramters or WhatsApp media template parameters here according to your need.

Step 3:Click Settings --> Automation --> Workflow rules --> Create rule. Enter the workflow name, Module name for setting up the workflow for that particular module. Enter and fill in the necessary details required in the workflow and use webhook for invoking the workflow.

Step 4:Give a name for the Webhook and select the method as POST. Paste the webhook URL in the space provided which you have already copied from the extension configuration page.

 Step 5:Under "Body", select the Type as "Raw" and Format as "JSON". Paste either the SMS parameter or WhatsApp text template parameter or WhatsApp media template parameter in the space provided and replace the "FILL_HERE" option with the required values.

SMS Parameters

"Send"            -  Enter the Karix sender Id

"dest"             -  Enter the phone number field of the client (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

"text"              -  Enter the message content

"module"      -  Enter the API name of the Zoho CRM module which you can get from the "Developer Space".

"recordId"   - It can be, for example, Lead ID (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

WhatsApp text template parameters

"templateid"        -  Enter the template ID which you can get from the template you fetch for sending messages

"parameterValues" - If the template contains any placeholders you can add them in the below format.

 {

"0": you can fetch the value by clicking the "#" option,

"1": you can fetch the value by clicking the "#" option

}

"from"            -  Enter the Karix Sender Id

"To"                  -  Enter the phone number field of the client (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

"module"      -  Enter the API name of the Zoho CRM module which you can get from the "Developer Space".

"recordId"   - It can be, for example, Lead ID (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

WhatsApp Media template Parameters

"templateid"        -  Enter the template ID which you can get from the template you fetch for sending messages

"url"                          -  Enter the URL of the attachment you want to send

"bodyParameterValues" - If the template contains any placeholders you can add them in the below format.

 {

"0": you can fetch the value by clicking the "#" option,

"1": you can fetch the value by clicking the "#" option

}

"type"                      -  Enter the type of your attachment whether it is "image" or "document" or "video"

"from"                      -  Enter the Karix Sender Id

"to"                            -  Enter the phone number field of the client (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

"module"               -  Enter the API name of the Zoho CRM module which you can get from the "Developer Space".

"recordId"            -  It can be, for example, Lead ID (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

Once entered all the values, click the refresh option so that you will get the preview URL. Now, click the "Save and Associate" option to save the webhook.

Note: 

• If you don't have the country code for the leads inside the CRM you can configure the country code value in the workflow. You can add them in the workflow parameter "To". 

 Example: "To": "+91${Leads.Phone}".

• If you have multiple placeholders in your template enter the value of placeholder {{1}} at "0" in the workflow parameters and enter {{2}} at "1" and so on.

Step 6:Now that your workflow is successfully created, whenever a lead meets the desired workflow condition the workflow will be triggered and an automated message will be sent to the customer.

How to get Template ID?

Step 1: Go to any of the Zoho CRM leads/contacts --> Click the "Send Message - Karix" option from the top-right drop-down. And select the "Insert Karix Template" option

Step 2: Select the template you want to send from the list of templates.

Step 3: Copy the template Id and you can enter them in required space in the workflow parameters.

Step 2:You can able to view the list of all messages you have sent and received using your Karix account. You can also use the Manage columns option to add additional columns and view detailed History. The history will be added for the automated messages as well.

On the admin system:

• You can add the Zoho CRM users whom can use your Karix account for sending messages.

• You can able to view the list of all Zoho CRM users and you can add them using the "Add" button.

On the user system:

The user while re-authorizing the Karix account, they can either use the account shared by their admin or else they can use their own account for sending messages. To configure their own account click on the "Use another account" option.

This is all about the installation and working of the Karix SMS and WhatsApp for Zoho CRM extension.