Pinnacle SMS for Zoho CRM

Step 3: For sending single SMS to clients, click any of the Zoho CRM lead/contacts and click "Send SMS - Pinnacle" at the top right drop down.

Step 4: Select the Sender ID, Select the approved Pinnacle templates and click "Send SMS" or "Send WhatsApp" option for sending messages to clients.

Step 5: For sending bulk SMS messages to clients, select the number of leads/contacts to whom to want to send bulk SMS messages and then click the "Send Bulk SMS - Pinnacle" option for sending bulk SMS messages.

Step 6: Select the Sender ID, template and then click the "Send SMS" or "Send WhatsApp" button for the messages to be sent.

Step 7: You can view the history of all messages inside the Zoho CRM under the "Pinnacle SMS History" module.

Step 8: Click the "Manage Columns" option to view additional details of the messages in the history section.

Step 2: Copy either the SMS or WhatsApp parameters here according to your need.

Step 3: Click the Zoho CRM settings option at the top right and click the "Workflow Rules" option under Automation.

Step 4: Click "Create Rule" option to create a new workflow rule.

Step 5: Select the module for which the workflow has to be executed and give a name for the workflow rule. Then, click the "Next" option.

Step 6: Select the condition for the trigger and for whom the workflow has to be created based on your requirement. Select the instant action as "Webhook".

Step 7: Click the "New Webhook" option inorder to create a new webhook for the Pinnacle workflow.

Step 8: 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 9: Under "Body", select the Type as "Raw" and Format as "JSON". Paste either the SMS parameter or WhatsApp parameter in the space provided and replace the "FILL_HERE" option with the required values.

SMS Parameters

"sender"        -  Enter the Pinnacle Sender ID

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

"text"              -  Enter the approved 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 Zoho CRM field.)

WhatsApp Parameters

"from"                      -  Enter the Pinnacle Sender ID

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

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

"url"                          -  Enter the media URL if you have any. Or else, remove this parameter

"placeholders"   -  If the template contains any placeholders, you can fetch the value  by clicking the "#" option.

"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 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.

Step 10: For getting the API name of the module, click the Zoho CRM settings at the top right and under "Developer Space", click the "APIs" option.

Step 11: Under "API names", you can find the values of the API names of all Zoho CRM modules. Copy the required API name as it is without any extra spaces and paste the value for the "module" parameter in the workflow.

Step 12: For fetching the template ID, go to any of the leads/contacts module --> Click the "Send SMS - Pinnacle" option at the top-right drop-down --> Select any of the approved template from drop-down --> Find the template ID. 

Enter the template ID in the required space in the workflow.

Step 13: Now, click "Save" to save the created workflow.

Step 14: The new workflow has been created and enabled successfully.

Step 15: Now, according to the workflow, whenever the condition is met, the webhook will be triggered which you can view inside the lead/contact under the "Timeline" section and the automated messages will be received by the clients.

Step 16: The sent message can be viewed under the "Pinnacle History" inside the particular lead or contact in Zoho CRM.

This is the installation and working of the application "Pinnacle SMS and WhatsApp for Zoho CRM".