Telnyx SMS for Zoho CRM

Step 2: Choose the profile to whom you want to install the application and "Confirm" the same.

Step 3: Now, you will be asked to authorize your Zoho account. Click the "Authorize Now" button to authorize the account.

Step 4: Click "Accept" to confirm the authorization.

Step 5: Now, to authorize the Telnyx account, enter your API account in the space provided. To get the key, click the "Create or Get Here" option.

Click "Authorize" to authorize the Telnyx account once the API key is entered.

Step 6: Either copy the API key already available in your account or use the "Create API key" option to create a new API key to integrate it with Zoho CRM.

Step 7: Now, you can view Telnyx interface to send out messages. If you click on the profile icon at the right, you can view your authorized accounts, Workflow parameters fetching section, and Manage app users section.

Thus, this is the installation and setup of the application "Telnyx SMS for Zoho CRM".

Step 2: Select the required sender from the drop-down. You can also pin the Sender so that it will be used in default to send messages.

Step 3: View the phone number of the recipient picked up automatically. If the number does not contain a country code with it, add using the "Default country code" option and select the appropriate conditions from the drop-down.

Note: Messages sent to numbers without country code will be failed.

Step 4: Now, enter the message in the text box or insert the template already created. You can also use the "Insert Leads/Users Fields" option as merge fields in the messages.

Add emojis of your choice anywhere in the message and click the "Send SMS" option to send the message.

Step 5: Once the message is sent, you will be notified of the status of the sent message.

Note: Singe SMS can also be sent from the Contacts, Deals and Accounts module.

2) Send bulk SMS from Zoho CRM

Step 1: Go to the leads list view and select the number of leads to whom you want to send bulk messages. Click the "Send Bulk SMS - Telnyx" option to send out bulk messages to selected leads.

Step 2: Select the Telnyx Sender, check for the bulk numbers added, and add the default country code if required. Enter your message in the text box and click the "Send SMS" option to send bulk messages to recipients.

Step 3: The other way to send bulk messages from Zoho CRM is by clicking the "Add Recipients" option available. The other ways are listed below.

• Selecting a lead filter from the drop-down and send bulk messages to only filtered leads

• Search for any of the leads in Zoho CRM and send out bulk messages to them

• Enter the number manually along with the country code and send out bulk messages

Note: Bulk SMS can also be sent from the Contacts, Deals and Accounts module.

3) Create and manage templates inside Zoho CRM

Step 1: Go to any of the Zoho CRM leads/contacts/deals/accounts and try to send either single or bulk SMS. Click the "Add New Template" option to create a new template.

Step 2: Enter the name of the template. Enter the template message content in the text box and click the "Save Template" option to save the created template. You can use any of the merge fields and emojis in the template message.

Step 3: Once a template is created, you can fetch the same by clicking the "Insert Template" option and use it when required.

4) Have a record of messages inside Zoho CRM

Step 1: Go to any of the Zoho CRM leads/contacts/deals/accounts modules and click the "Telnyx Message History" option available as a related list at the left bottom. You can view the message history added and the message history is with the particular person.

Step 2: To view all the messages sent to Zoho CRM customers, click the three dots at the top panel and check for the option "Telnyx Message History".

Step 3: You can view all the outbound messages sent using the extension under the "Telnyx Message History" module.

Step 4: To view additional details of the message history, click the "Manage Columns" option.

Step 5: Select the required details to be displayed and "Save" it.

Step 6: Now, the selected fields, for example, the Status and Direction of the message are displayed in the Telnyx Message History section.

5) Send automated SMS using workflows

Step 1: Click the Zoho CRM settings option at the top right and click the "Workflow Rules" option under Automation.

Step 2: Click "Create Rule" option to create a new workflow rule.

Step 3: Select the module for which the workflow has to be executed and give a name and description for the workflow rule. Then, click the "Next" option.

Step 4: 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 5: Go to any of the Zoho CRM leads/contacts/deals/accounts --> Click the "Send SMS - Telnyx" option from the top- right drop-down --> Click the profile picture --> Click "Workflows". Copy the webhook URL.

Purpose of Multi-line Message section:

If your text message contains some short paragraphs or line breaks, enter the message content in the bigger text box and copy the content you get in the smaller box below which should be added and configured in the "text" section of the workflow.

Step 6: Give a name and description 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 7: Copy the SMS workflow code/parameter below the "Multi-line message section".

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

SMS Parameters

"from" - Enter the Telnyx phone number with the country code

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

"text" - Enter the message content to be sent

"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.

Step 9: 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 10: 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 11: Now, click "Save" to save the created workflow.

Step 12: The new workflow has been created and enabled successfully.

Now, according to the workflow, whenever the condition is met, the webhook will be triggered and the automated messages will be received by the clients.

• In the admin system, view the list of users and add the users using either the "Add" or "Add all" option who want to use your credentials to send messages.

• Once added, now in the user system, you can view the account shared by the admin or you can also use the "Use another account" option to configure a new Telnyx account to send messages from Zoho CRM.

Hence, this is the overview and working of the extension "Telnyx SMS for Zoho CRM".